CIBC Financial Services Associate

Elevate your career with CIBC as a Financial Services Associate in Saint John, NB. Support high-value clients in achieving their financial goals through effective client engagement and problem-solving.

As a part of the Imperial Service Team, your role involves collaborating with Financial Advisors to ensure excellent client service. You will engage closely with clients, leveraging your knowledge in cash management and investments while proactively identifying business growth opportunities. Flexibility is key, as you may work across multiple banking centres during evenings and weekends.

Key Responsibilities:

• Collaborate with Financial Advisors for client support

• Provide information on financial products effectively

• Organize client files and maintain appointment schedules

• Identify and pursue growth opportunities

• Take accountability for client issues and resolutions

Requirements:

• Strong knowledge of financial products and services

• Excellent client engagement and problem-solving skills

• Experience in administrative support roles

• Organizational skills for scheduling and documentation

• Ability to work in various banking locations

Utilize your analytical abilities and dedication to client success as part of the CIBC team.
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