On-Site Financial Services Representative

Join CIBC as a Financial Services Representative and shape client financial success at our vibrant banking centre. Utilize your banking skills to provide effective, personalized services that meet client goals.

As a full-time member of CIBC's Personal and Business Banking team, you will engage clients in assessing their financial priorities and recommend tailored banking products. This role requires flexibility, with possible evening and weekend hours, while focusing on building lasting client relationships and leveraging technology for better service.

Key Responsibilities:

• Conduct consultations to understand client financial goals

• Recommend tailored banking and investment solutions

• Utilize outreach to enhance client engagement and trust

• Embrace technology to teach clients mobile banking options

• Work collaboratively to enhance client experiences and connections

Requirements:

• Minimum one year of client service experience

• Valid Mutual Funds License in good standing

• Familiarity with the banking sector is preferred

• Accomplished in achieving sales results

• Keen attention to detail and critical thinking skills

Deliver impactful financial advice and establish trust with clients as a Financial Services Representative at CIBC, making a difference in their banking journey.
#J-18808-Ljbffr