Client-Focused Banking Representative

Position: Client-Focused Banking Representative at CIBC
Join CIBC as a Financial Services Representative focused on client engagement in Rocky Mountain House. Help clients achieve financial goals through tailored solutions and expert guidance.

As part of CIBC’s dedicated Personal and Business Banking team, you will meet with clients to assess their financial aspirations and recommend appropriate products.

Your role demands flexibility with hours and experience across various banking centers. Building trust through authenticity and respect is key to fostering strong client relationships.

Key Responsibilities:

• Understand clients’ personal and business needs

• Recommend banking solutions using your financial expertise

• Conduct outreach to strengthen client relationships

• Introduce clients to mobile banking technology

• Develop personalized financial plans to achieve client goals

Requirements:

• Valid Mutual Funds License and good standing

• 1+ years of client-facing experience with proven sales

• Goal-oriented with a focus on results

• Awareness of regulatory requirements in banking

• Enthusiasm for learning and personal development

Embrace the opportunity to create fulfilling financial experiences for clients at CIBC in Rocky Mountain House.
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