Client Focused Financial Services Representative Saint Lambert (Saint-Lambert)

Client Focused Financial Services Representative Saint Lambert (Saint-Lambert)

09 Sep
|
Canadian Imperial Bank of Commerce
|
Saint-Lambert

09 Sep

Canadian Imperial Bank of Commerce

Saint-Lambert

Elevate your banking career at CIBC as a Financial Services Representative in St-Lambert. Engage clients with tailored solutions and foster meaningful relationships in this in office role. As a key member of the Personal and Business Banking team, you'll work closely with clients to understand their financial needs and goals. Your expertise in cash management, credit, and investments will guide them toward achieving success. Flexibility is vital as you'll adapt to various banking centre hours to deliver exceptional service. Key Responsibilities:
Understand client financial and personal goals
Provide tailored financial advice and product recommendations
Engage in community outreach activities
Leverage technology to enhance client banking experiences
Collaborate with team members for optimal service Requirements:
One year of experience in client-facing roles
Current Mutual Funds License or similar accreditation
Solid understanding of financial products
Goal-oriented and detail-focused mindset
Ability to build trustworthy client relationships Make an impact today with your expertise in financial solutions at CIBC! #J-18808-Ljbffr

📌 Client Focused Financial Services Representative Saint Lambert (Saint-Lambert)
🏢 Canadian Imperial Bank of Commerce
📍 Saint-Lambert

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