Cibc Financial Services Representative Role Kamloops

Cibc Financial Services Representative Role Kamloops

02 Aug
|
Canadian Imperial Bank of Commerce
|
Kamloops

02 Aug

Canadian Imperial Bank of Commerce

Kamloops

Make a difference at CIBC as a Financial Services Representative in Kamloops. You will engage clients to understand their financial needs and provide tailored banking solutions.
In this full time position, you'll be instrumental in enhancing client relationships while juggling various banking centre responsibilities. Your role involves consulting with clients, recommending products, and navigating technology to ensure effective service. The ideal candidate should be flexible to work at multiple locations within the banking centre hours that may include evenings and weekends.
Key Responsibilities:
• Meet clients to understand their financial goals
• Advise clients on cash management and investments
• Build relationships through community engagement




• Share knowledge of mobile banking applications
• Provide tailored financial planning services
Requirements:
• Current Mutual Funds License or equivalent
• Minimum 1 year of client-facing experience
• Proven sales results in a banking workplace
• Robust critical thinking and communication skills
• Passion for client service and relationship building
Drive positive client experiences through exceptional service and financial guidance at CIBC in Kamloops.
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📌 Cibc Financial Services Representative Role Kamloops
🏢 Canadian Imperial Bank of Commerce
📍 Kamloops

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