Client-Focused Financial Services Representative

Location: Petrolia

Make a difference in clients' lives as a Financial Services Representative at CIBC in Petrolia. Join a supportive team where your client engagement and financial expertise create tailored solutions.

CIBC is seeking a Financial Services Representative for its Personal and Business Banking team. This full-time role in a busy Banking Centre requires strong client relationship skills and detailed knowledge of cash management, credit, and wealth protection. You'll be expected to work flexible hours and support multiple banking centres to enhance client experience.

Key Responsibilities:

• Engage clients to understand their financial and personal goals

• Advise clients on tailored financial products and services

• Foster relationships through marketing and outreach activities

• Leverage technology to guide clients in mobile banking

• Ensure exceptional client service in every interaction

Requirements:

• Current Mutual Funds License in good standing

• 1 year of client-facing experience with sales results

• Banking experience preferred but not mandatory

• Strong interpersonal and critical thinking skills

• Flexibility to work various banking hours

Utilize your passion for client service and financial products to thrive as a Financial Services Representative at CIBC.
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