Become a Financial Services Representative at CIBC in Steveston and engage clients to enhance their financial journeys. Your role will focus on relationship management and digital banking.
As a key member of the Personal and Business Banking team, you'll work full time at a dynamic Banking Centre. This position requires flexibility to meet client needs, including evenings and weekends, ensuring that clients receive tailored advice and solutions.
Key Responsibilities: • Understand client priorities to recommend financial products • Build and nurture client relationships through outreach • Introduce clients to innovative banking technologies • Provide guidance on financial planning strategies • Achieve sales goals while ensuring top-tier service
Requirements: • One year of relevant client service and sales experience • Current Mutual Funds License or equivalent certification • Familiarity with financial and banking products • Flexibility to work in multiple banking centres • Strong commitment to client engagement and detail-oriented service
Drive client success and leverage your financial expertise at CIBC as a Financial Services Representative. #J-18808-Ljbffr