Financial Customer Service Representative (Victoria)

Financial Customer Service Representative (Victoria)

02 Nov
|
Canadian Imperial Bank of Commerce
|
Victoria

02 Nov

Canadian Imperial Bank of Commerce

Victoria

Serve Victoria clients in office as a Financial Services Representative, using relationship building and financial product knowledge to provide tailored guidance. As part of CIBC’s Personal and Business Banking team, you will work in a Banking Centre serving personal and business priorities. You will understand goals, recommend solutions, and provide a forward-looking financial plan. Your work includes cash management, credit, investments, and wealth protection.

Key Responsibilities
Meet clients and understand personal and business priorities Advise clients on suitable financial solutions Build networks through marketing and outreach activities Connect clients with appropriate people and opportunities Introduce mobile banking applications to clients

Requirements:
Current Mutual Funds License accreditation in good standing At least one year working with clients At least one year achieving sales results Critical thinking and attention to detail Flexibility for evenings, weekends, and multiple banking centres Bring client service, goal planning, and financial product expertise to CIBC’s on-site Banking Centre team in Victoria. #J-18808-Ljbffr

📌 Financial Customer Service Representative (Victoria)
🏢 Canadian Imperial Bank of Commerce
📍 Victoria

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