Elevate client relationships with CIBC as a Financial Services Representative in Surrey-GrandviewCorners. Engage clients to meet their financial goals with tailored advice and solutions.
Join the Personal and Business Banking team at CIBC and make a significant impact on our clients' lives. You'll excel in client engagement, leveraging technology, and relationship building while working closely with customers to provide personalized financial plans. Embrace flexibility as you may need to work at various banking centers within reasonable distances, including evenings and weekends.
Key Responsibilities:
• Engage with clients to understand financial priorities
• Advise and recommend tailored financial solutions




• Build solid client relationships through outreach
• Leverage technology for effective banking experience
• Facilitate client access to mobile banking applications
Requirements:
• Minimum 1 year in client-focused role
• Current Mutual Funds License required
• Strong skills in cash management and investment
• Ability to work full-time on-site
• Excellent customer engagement abilities
Embrace the opportunity to guide clients towards financial success at CIBC in Surrey.
#J-18808-Ljbffr

📌 CIBC Financial Services Specialist (Surrey)
🏢 Canadian Imperial Bank of Commerce
📍 Surrey