As a Financial Services Representative in the Personal and Business Banking team, you will build strong client relationships, understand their financial goals, and provide tailored services and solutions, including cash management, credit, investment, and wealth protection. You will also engage in marketing activities, leverage technology to assist clients with mobile banking, and work within a fast-paced banking center environment.
Meet with clients to understand personal and business priorities and advise on financial solutions.,Utilize knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Grow network and collaborate with team members.,Introduce clients to mobile banking applications.,Be flexible to work banking centre hours, including evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,1 year experience in working with clients and achieving sales results.,Prior banking experience in a similar capacity (asset).
37.5 hours/week
Flexible to work banking centre hours (evenings and weekends may be included).,Flexible to work at multiple banking centres within a reasonable travel distance.
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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