Sarnia Financial Services Representative Role

Sarnia Financial Services Representative Role

27 Sep
|
CIBC US
|
Sarnia

27 Sep

CIBC US

Sarnia

Discover a rewarding career with CIBC as a Financial Services Representative in Sarnia. Make a direct impact on clients’ financial journeys with expert consultation and tailored services. As a full time team member in the Personal and Business Banking area, you will provide valuable financial guidance while enhancing client relationships.

Your role will encompass client engagement and implementing technology-driven banking solutions to elevate client experiences. The position demands flexibility to work evenings, weekends, and at multiple bank branches. Key Responsibilities:

- Engage clients to identify financial goals
- Offer tailored coaching in cash management and investments
- Participate in marketing and outreach initiatives
- Educate clients on digital banking tools
- Develop personal financial strategies for clients Requirements:
- One year of experience in a client-facing environment
- Current accreditation in Mutual Funds or equivalent
- Strong analytical and problem-solving skills
- Commitment to delivering exceptional client support
- Ability to work variable hours and locations Become an integral part of the CIBC team and support our clients' financial aspirations in Sarnia.

📌 Sarnia Financial Services Representative Role
🏢 CIBC US
📍 Sarnia

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