Become a Financial Services Representative at CIBC in Castlegar and leverage your customer experience to build meaningful relationships. This role is focused on client engagement and financial planning solutions. As part of the Personal and Business Banking team, you will work face-to-face with clients, providing tailored service that meets their financial objectives.
Your responsibilities include understanding client priorities, marketing bank offerings, and guiding clients in using digital banking tools effectively. Flexibility to work nights and weekends is essential in this full time position. Key Responsibilities:
Engage with clients to outline their financial needs
Recommend products that align with client goals
Conduct outreach to foster client relationships
Introduce clients to digital banking solutions
Collaborate with peers to enhance service delivery Requirements:
Minimum 1 year experience in sales or client interaction
Active Mutual Funds License required
Solid interpersonal and problem-solving skills
Eagerness to learn and adapt in finance
Flexibility to cover multiple locations Make a difference in clients' lives by bringing your expertise to CIBC in Castlegar.