Transform the banking experience for clients as a Financial Services Representative at CIBC in Quesnel. Focus on building relationships and providing customized financial advice and solutions.
This full-time role within Personal and Business Banking allows you to play a pivotal role in supporting clients with their financial aspirations. Engage with a diverse clientele to understand their goals and deliver forward-thinking financial plans. Your work will include collaborating with teams and utilizing technology to improve client interactions.
Key Responsibilities:
• Engage with clients to determine personal and business financial needs
• Recommend appropriate financial products and services
• Conduct marketing outreach to strengthen community connections
• Introduce clients to mobile banking applications for convenience
• Work collaboratively to connect clients with relevant resources
Requirements:
• Minimum 1 year of experience in client-focused roles
• Valid Mutual Funds License is required
• Robust customer service and financial acumen
• Detail-oriented critical thinking and relationship skills
• Ability to work flexible hours in various locations
Join CIBC to utilize your financial expertise and contribute positively to our clients' lives.
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