02 Oct
|
CIBC US
|
Winnipeg
Make a meaningful impact in clients' lives as a Financial Services Representative at CIBC in Winnipeg, MB. This full-time role focuses on client relationships, financial advising, and tailored services. As part of the Personal and Business Banking team, you will engage clients to understand their financial goals while providing the right solutions.
This position requires flexibility, as you'll work at various banking centers during the week, including some evenings and weekends. You will be the go-to person for clients seeking expertise in cash management, credit, and investments. Key Responsibilities:
- Meet clients to discuss financial priorities and plans
- Advise on cash management and investment solutions
- Conduct outreach activities to build relationships
- Introduce clients to mobile banking applications
- Collaborate with teams to connect clients with resources Requirements:
- Minimum 1 year of client engagement experience
- Accreditation and good standing in Mutual Funds License
- Solid analytical and critical thinking skills
- Passion for client relationship building
- Previous banking experience preferred Drive client satisfaction and become a trusted advisor in financial services at CIBC.
📌 Financial Services Representative at CIBC (Winnipeg)
🏢 CIBC US
📍 Winnipeg