Elevate financial services at CIBC as a Financial Services Representative in Keswick. Your role will focus on client engagement, relationship building, and leveraging technology for financial solutions.
Join the Personal and Business Banking team at CIBC, where you will work full-time on-site. This role requires you to connect with clients, understand their unique financial needs, and recommend tailored banking solutions. Your experience in cash management and credit will enable you to help clients achieve their financial goals.
Key Responsibilities:
• Meet clients to discuss financial priorities and plans
• Cultivate relationships through marketing and outreach efforts
• Introduce clients to mobile banking technologies
• Advise clients on cash management and investment strategies
• Collaborate with team members to enhance customer experience
Requirements:
• Minimum 1 year of client-facing experience
• Current Mutual Funds License in good standing
• Solid goal-orientation and critical thinking skills
• Proven ability to manage client relationships
• Commitment to trust, teamwork, and accountability
Become a pivotal player at CIBC, driving financial success and building strong client relationships.
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