Financial Services Representative
Job Description & How to Apply Below
Grow your career with CIBC as a Financial Services Representative in Surrey, BC. This on-site full-time role focuses on building client relationships and offering tailored financial solutions.
As part of CIBC's Personal and Business Banking team, you will make a meaningful difference for clients by understanding their goals and providing informed recommendations. Flexibility is key, as you will engage at multiple banking centers, delivering exceptional service. Prepare to thrive in a dynamic environment where your contributions are valued.
Key Responsibilities:
• Meet clients to discuss personal and business financial priorities
• Advise on cash management and investment solutions
• Engage in marketing to strengthen community ties
• Introduce clients to mobile banking technology
• Build and maintain strong client relationships
Requirements:
• 1 year of client service and sales experience
• Good standing Mutual Funds License required
• Strong goal-oriented mindset
• Exceptional attention to detail in decision making
• Commitment to team values of trust and accountability
Bring your passion for client engagement and financial expertise to CIBC in Surrey.
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