Elevate your banking career as a Financial Services Associate with CIBC in Wellesley. Collaborate with Financial Advisors to empower clients in securing their financial futures.
In this full-time role, you'll work within the Personal and Business Banking Team, supporting client outreach and administrative tasks. Your responsibilities include engaging with clients, providing insights on financial products, and deepening relationships through strategic outreach efforts. This position requires flexibility to work at various banking centers and during evenings or weekends, ensuring optimal client experiences.
Key Responsibilities:
• Collaborate with Financial Advisors on client engagement
• Build and nurture relationships through outreach




• Resolve client issues by asking insightful questions
• Maintain organized client files and appointments
• Proactively identify business opportunities for the team
Requirements:
• 1 year experience in client-focused roles
• Background in banking is advantageous
• Goal-oriented with a passion for client service
• Solid communication and organizational skills
• Drive for continuous learning and development
Leverage your expertise in client relations and banking products to impact clients' financial success at CIBC.
#J-18808-Ljbffr

📌 CIBC Financial Services Associate Wellesley
🏢 Canadian Imperial Bank of Commerce
📍 Wellesley