Elevate client relationships as a Financial Services Representative with CIBC in Winnipeg. This role focuses on personalized service, goal planning, and effective financial solutions.

CIBC seeks a Financial Services Representative II for its busy Personal and Business Banking team. Here, you will engage clients to understand their financial priorities and recommend appropriate banking solutions. Your role involves building relationships, leveraging technology for client assistance, and working full-time at multiple branches when needed.

Key Responsibilities:
• Meet clients to clarify financial goals and needs
• Provide tailored advice for cash management and investments
• Foster relationships through community engagement efforts




• Introduce clients to digital banking tools and applications
• Collaborate with team members to connect clients to resources

Requirements:
• 1 year of client-facing experience in banking or finance
• Mutual Funds License (or similar accreditation)
• Robust background in customer service and sales
• Excellent problem-solving and communication skills
• Flexibility to work at various locations as needed

Make a meaningful impact on clients' financial success with your expertise in banking and customer service at CIBC.
#J-18808-Ljbffr

📌 Financial Services Representative at CIBC (Manitoba)
🏢 CIBC US
📍 Manitoba