Thrive in a relationship-driven environment as a Financial Services Representative at CIBC. Elevate client experiences through personalized financial advice and support.
CIBC is seeking a Financial Services Representative to join their Personal and Business Banking team. In this full-time on-site position, your role focuses on understanding client needs and delivering tailored financial solutions. You'll be expected to work flexible hours, including evenings, across multiple locations to enhance client satisfaction.
Key Responsibilities:
• Assess client needs to create personalized financial plans
• Recommend products in cash management and wealth protection
• Conduct marketing outreach to build community connections
• Introduce clients to mobile banking technologies
• Collaborate with team members for optimal client service
Requirements:
• One year experience in client-facing roles
• Proper Mutual Funds licensing in valuable standing
• Proven ability to achieve sales outcomes
• A detail-oriented approach to client interactions
• Eagerness to expand knowledge and skills
Empower your clients and advance your career in finance with CIBC.
#J-18808-Ljbffr