Financial Services Representative High River

Financial Services Representative High River

04 Nov
|
CIBC
|
High River

04 Nov

CIBC

High River

Serve High River clients in office with financial advice, banking products, and attentive customer service at CIBC. Support everyday banking needs with accuracy and care.

As a full-time Financial Services Representative, you will identify client needs and recommend suitable banking products and services. Your work spans everyday banking, credit solutions, investments, insurance options, consultations, transactions, and account maintenance. You will also support client relationships through proactive follow-up.

Key Responsibilities:

- Conduct consultations to identify clients' financial needs
- Offer banking products, credit solutions, investments, and insurance options
- Process transactions and open or maintain client accounts




- Follow up proactively to deepen relationships and ensure satisfaction
- Meet branch sales and service goals while following requirements

Requirements:

- Knowledge of finance and financial services products
- Understanding of investments and basic investment products
- Customer service experience building relationships and resolving issues
- Effective communication with diverse clients in person
- Digital banking and basic computer application proficiency

Bring financial knowledge, relationship-building, and accurate service to CIBC clients as a Financial Services Representative in High River.

📌 Financial Services Representative High River
🏢 CIBC
📍 High River

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