Empower clients through financial advice as a Personal Banking Representative with CIBC in Mont-Sherbrooke & Metcalfe. Actively engage with customers to understand and meet their financial needs. This full time position on the Personal and Business Banking team allows you to build essential client relationships.
You will provide informed guidance on financial products while ensuring a smooth banking experience. Flexibility to work at various locations is required as you connect with clients across the community. Key Responsibilities:
- Meet with clients to develop financial plans
- Recommend relevant banking solutions tailored to client goals
- Foster community connections through proactive outreach
- Educate clients about mobile banking technologies
- Handle transactions efficiently with a focus on service Requirements:
- At least 1 year of relevant client service experience
- Current Mutual Funds License or equivalent qualifications
- Strong communication and empathetic approach
- Detail-oriented and solution-focused mindset
- Passion for client engagement and continuous improvement Become a trusted advisor at CIBC, transforming financial journeys for clients.
📌 CIBC Personal Banking Representative (Montreal)
🏢 CIBC
📍 Montreal
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