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 schedule in various locations
Join CIBC to utilize your financial expertise and contribute positively to our clients' lives.
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