Build client relationships as a Financial Services Representative at CIBC in Okotoks, using tailored advice and digital banking expertise. This full time, on-site role supports clients at a Banking Centre.
As part of Personal and Business Banking, you will understand clients' personal and business priorities, recommend suitable financial products, and support their goals. You will use knowledge of cash management, credit, investments, and wealth protection. You will also introduce mobile banking applications and connect clients with appropriate CIBC specialists and opportunities.
Key Responsibilities:
- Meet clients and understand their personal and business priorities
- Recommend financial solutions and provide forward-looking financial plans
- Build relationships through marketing and community outreach activities
- Introduce clients to CIBC mobile banking applications
- Connect clients with appropriate people and opportunities
Requirements:
- Current Mutual Funds License accreditation in good standing
- One year of client service and sales results experience
- Knowledge of cash management, credit, investments, and wealth protection
- Critical thinking, goal orientation, and attention to detail
- Flexibility for evenings, weekends, and multiple Banking Centres
Bring client service, financial products knowledge, and relationship-building skills to CIBC's Okotoks Banking Centre team.