Financial Service Representative (Fulltime) (Montreal)

Financial Service Representative (Fulltime) (Montreal)

03 Oct
|
CIBC US
|
Montreal

03 Oct

CIBC US

Montreal

Make a difference in clients' lives as a Financial Services Representative with CIBC. Join a dynamic Personal and Business Banking team to deliver tailored financial solutions in a fast-paced environment. In this full-time role in Mont-1155 Rene-Levesque O., you will engage clients to understand their priorities and provide informed recommendations.

Using your expertise in cash management, investment, and credit solutions, help clients achieve financial success. Flexibility is essential, as you may work across multiple banking centres and varied hours. Key Responsibilities:

- Meet clients to assess their financial needs
- Provide customized financial solutions and advice
- Foster relationships through outreach and marketing
- Teach clients about mobile banking applications
- Collaborate with team members for optimal client service Requirements:
- 1+ year of client service experience required
- Current Mutual Funds License is mandatory
- Strong customer relationship building skills
- Knowledge of financial products and services
- Ability to work flexible schedule Excel in providing tailored financial services and impactful client relationships at CIBC.

📌 Financial Service Representative (Fulltime) (Montreal)
🏢 CIBC US
📍 Montreal

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