Financial Services Representative

Position: Full-Time Financial Services Representative
CIBC is looking for a Financial Services Representative Universal Banker in Surrey, focusing on client engagement and tailored financial solutions. Join a relationship-oriented team in a dynamic banking centre.

As part of the Personal and Business Banking team, you'll proactively engage with clients, leveraging technology to recommend the best products from our offerings. Flexibility in working hours, including evenings and weekends, is essential as you may travel between banking centres to serve clients effectively.

Key Responsibilities:

• Meet clients to discuss financial priorities and plans

• Build relationships through marketing and outreach activities

• Utilize mobile banking solutions to assist clients

• Collaborate with team members to connect clients with opportunities

• Provide expert recommendations on products and solutions

Requirements:

• At least 1 year of client service and sales experience

• Certified professional with current accreditation

• Must have a Mutual Funds License

• Goal-oriented and customer-focused mindset

• Strong critical thinking skills

Use your finance expertise and client-first approach to thrive as a Universal Banker with CIBC.
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