Become a part of CIBC in Chatham as a Client Services Qualified, dedicated to delivering personalized financial advice. Engage with clients to drive positive outcomes through expert knowledge and relationship cultivation.
Working on-site full time, you will be a pivotal member of the Personal and Business Banking team, responsible for understanding clients' needs and recommending tailored solutions. Flexibility in working hours is vital, as outreach and engagement with clients will be key to building lasting relationships. Utilize technology to introduce clients to cutting-edge banking tools.
Key Responsibilities:
• Assess and understand client financial goals
• Recommend tailored products and solutions to clients
• Engage in proactive marketing and relationship-building




• Demonstrate technological proficiency with banking apps
• Act as a trusted advisor for client financial needs
Requirements:
• 1 year of experience in client engagement
• Accredited Mutual Funds License in good standing
• Knowledgeable about financial products and wealth management
• Results-driven with a focus on detail
• Values-driven with a strong commitment to trust and teamwork
Become an integral part of CIBC's mission, delivering exceptional service and client-focused financial solutions in Chatham.
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📌 Cibc Client Services Professional Role Chatham Kent (Chatham-Kent)
🏢 CIBC
📍 Chatham-Kent