Be the financial guide for clients as a Personal Banking Representative with CIBC. This full-time role is centered on enhancing client relationships in Peterborough's Banking Centre. In this position, you’ll tap into your sales expertise to provide clients with tailored financial advice.
Deepening relationships and leveraging technology are key components of your success, requiring your flexibility across various banking centre locations. You will work diligently to ensure clients achieve their financial aspirations. Key Responsibilities:
- Build key relationships and provide personalized client advice
- Create financial plans aligned with client goals
- Engage in community outreach to enhance client connections
- Utilize technology to improve banking experiences
- Recommend relevant financial products and services
Requirements:
- Minimum one year of client service experience
- Current Mutual Funds License is required
- Background in banking or financial services preferred
- Availability to adapt to flexible hours for client needs
- Robust commitment to customer satisfaction and ethical values
Join CIBC and play a crucial role in enhancing clients' financial wellbeing.
📌 Personal Banking Representative at CIBC (Peterborough)
🏢 CIBC
📍 Peterborough
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.