Financial Services Representative at CIBC

Elevate client relationships as a Financial Services Representative at CIBC in Kelowna-Orchard Park. Leverage your passion for financial solutions and become an integral part of our clients' success.

Join the Personal and Business Banking team at CIBC, where you will work full-time and in-person, empowering clients with tailored financial advice and products.

Your role will involve client engagement, relationship building, and technology utilization to enhance customer experiences. You’ll adapt to banking center hours, ensuring you make a meaningful impact on clients, whether during the day or at night.

Key Responsibilities:

• Meet clients to understand their financial goals

• Advise on cash management, investments, and credit

• Engage in marketing to deepen client relationships

• Educate clients on mobile banking technology

• Foster a supportive community through outreach efforts

Requirements:

• One year of client service experience

• Accreditation in Mutual Funds License

• Strong problem-solving skills

• Flexibility to work at multiple locations

• Commitment to values of trust and teamwork

Make a difference in clients' lives through personalized financial guidance that truly empowers their financial success.
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