18 Aug
|
Canadian Imperial Bank of Commerce
|
British Columbia
18 Aug
Canadian Imperial Bank of Commerce
British Columbia
Join CIBC's Banking Centre as a Financial Services Representative and transform clients' financial futures. This full-time position emphasizes personalized service and relationship building in Richmond.
As a member of a agile Personal and Business Banking team, you will engage with clients by understanding their financial priorities and offering tailored solutions. You will utilize your knowledge in financial products and relationship management to deliver impactful services to diverse clientele. You will also embrace technology to enhance customer interactions and support their banking needs.
Key Responsibilities:
• Meet clients to discuss financial goals and strategies
• Recommend solutions for cash management and investments
• Conduct marketing and outreach to enhance community connections
• Introduce clients to mobile banking applications
• Collaborate with teams for comprehensive service delivery
Requirements:
• Current Mutual Funds License in good standing
• At least 1 year experience in financial services
• Strong background in achieving sales targets
• Prior banking experience is an asset
• Excellent critical thinking and people skills
Become a cornerstone in clients' financial success through effective engagement and proactive solutions with CIBC.
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📌 Financial Services Representative at CIBC (British Columbia)
🏢 Canadian Imperial Bank of Commerce
📍 British Columbia