Financial Services Representative at CIBC

Elevate client relationships as a Financial Services Representative with CIBC in Prince George. Focus on tailored financial solutions and build meaningful connections to support clients' success.

Join CIBC’s Personal and Business Banking team as a full-time Financial Services Representative. You'll leverage your expertise in cash management and financial products to provide insightful advice to clients. The role requires flexible availability for banking hours, including evenings and weekends, and the ability to travel to nearby banking centers as needed.

Key Responsibilities:

• Meet clients to understand their financial and business needs

• Advise clients on tailored financial solutions and products

• Engage in outreach activities to deepen client relationships

• Introduce clients to CIBC's mobile banking technology

• Collaborate with team members to meet client objectives

Requirements:

• At least one year of client-facing experience with sales success

• Certified with Mutual Funds License or equivalent

• Understanding of financial products and regulatory requirements

• Proven track record in relationship building and client service

• Strong critical thinking and problem-solving skills

Leverage your financial expertise and client service skills to make a difference at CIBC, where relationships matter.
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