Client Focused Financial Services Representative Ontario

Client Focused Financial Services Representative Ontario

06 Sep
|
Canadian Imperial Bank of Commerce
|
Ontario

06 Sep

Canadian Imperial Bank of Commerce

Ontario

Make a difference in clients' lives as a Financial Services Representative at CIBC in Petrolia. Join a supportive team where your client engagement and financial expertise create tailored solutions.

CIBC is seeking a Financial Services Representative for its Personal and Business Banking team. This full time role in a busy Banking Centre requires robust client relationship skills and detailed knowledge of cash management, credit, and wealth protection. You'll be expected to work flexible hours and support multiple banking centres to enhance client experience.

Key Responsibilities:
• Engage clients to understand their financial and personal goals
• Advise clients on tailored financial products and services
• Foster relationships through marketing and outreach activities




• Leverage technology to guide clients in mobile banking
• Ensure exceptional client service in every interaction

Requirements:
• Current Mutual Funds License in good standing
• 1 year of client-facing experience with sales results
• Banking experience preferred but not mandatory
• Solid interpersonal and critical thinking skills
• Flexibility to work various banking hours

Utilize your passion for client service and financial products to thrive as a Financial Services Representative at CIBC.
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📌 Client Focused Financial Services Representative Ontario
🏢 Canadian Imperial Bank of Commerce
📍 Ontario

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