08 Oct
|
CIBC US
|
Ontario
Enhance client relationships at CIBC as a Financial Services Representative II in Listowel, ON. Focus on understanding client needs and providing tailored financial solutions while working full-time.
This position is integral to the Personal and Business Banking team at CIBC. As a full-time Financial Services Representative, you will work directly with clients to assess their financial goals and recommend personalized products. Opportunities include fostering client engagement through outreach and leveraging technology for an optimal banking experience.
Key Responsibilities:
• Assess and advise on clients' financial priorities
• Build and strengthen key client relationships
• Facilitate marketing and outreach initiatives
• Introduce clients to mobile banking technologies
• Develop tailored financial plans for client success
Requirements:
• One year experience in client services with proven sales results
• Good standing Mutual Funds License
• Detail-oriented with robust critical thinking skills
• Passion for building meaningful connections
• Commitment to CIBC's values of trust and accountability
Drive relationships, deliver results, and help clients achieve their financial dreams at CIBC.
#J-18808-Ljbffr
📌 CIBC Financial Services Representative II (Ontario)
🏢 CIBC US
📍 Ontario