Financial Services Representative II
Description
As a Financial Services Representative at CIBC, you will be part of the Personal and Business Banking team, working in a dynamic Banking Centre. Your role involves building strong client relationships, understanding their financial goals, and providing tailored solutions in cash management, credit, investment, and wealth protection. You will engage in client outreach, leverage technology to assist clients with mobile banking, and contribute to their financial success. This role requires flexibility to work various banking centre hours, including evenings and weekends, and at multiple locations within a reasonable travel distance. The position is full-time and on-site.
What We're Looking For
Meet with clients to understand personal and business priorities, advise on solutions, and provide forward-looking financial plans.,Utilize knowledge of cash management, credit, investment, and wealth protection to help clients achieve goals.,Engage in marketing and outreach activities to build and deepen client relationships within the community.,Collaborate with the team to connect clients with appropriate resources and opportunities.,Become proficient in technology and introduce clients to mobile banking applications to manage their banking needs.
Ideal Candidate
Client-focused with a purpose-driven approach to finding solutions.,Goal-oriented and motivated to make a difference.,Detail-oriented with strong critical thinking skills.,Passionate about building relationships and fostering a diverse network.,Eager to learn and grow knowledge.,Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,1 year of experience working with clients and achieving sales results.,Prior banking experience in a similar capacity is an asset.,Adherence to CIBC values: trust, teamwork, and accountability.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, flexible banking centre hours including evenings and weekends
Benefits
Special Commitments
Must be flexible to work at multiple banking centres within a reasonable travel distance.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
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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