Client-Focused Banking Specialist
Job in
Surrey, BC, Canada
Listed on 2026-09-27
Listing for:
CIBC
Full Time
position Listed on 2026-09-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Become a Client-Focused Banking Specialist with CIBC in Surrey-Guildford, dedicated to understanding and achieving client financial goals.
Your role will emphasize relationship building and tailored financial advice.
As a full-time Financial Services Representative, you will operate in a vibrant banking center, actively engaging with clients to offer insights and tailored recommendations. Your ability to develop meaningful connections and leverage technology will enhance client relationships, helping them optimize their banking solutions and investments.
Key Responsibilities:
• Facilitate client consultations to assess financial needs
• Conduct outreach activities to deepen client connections
• Provide tailored recommendations on financial products
• Educate clients on mobile banking features and benefits
• Assist clients in navigating their investments and cash management
Requirements:
• Certification in Mutual Funds License and good standing
• Proven track record in customer service and relationship management
• Strong understanding of banking products and services
• Goal-oriented and results-driven mindset
• Eagerness to learn and adapt in a dynamic environment
At CIBC, utilize your skills to foster impactful relationships and support clients in navigating their financial journeys.
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