Client-Focused Financial Services Representative
C
CIBC
📍 tecumseh, essex county, Canada
Job Description
Join CIBC as a Financial Services Representative and make a meaningful impact in clients’ financial lives. Engage with clients, understand their needs, and offer tailored solutions.
In this full-time role at CIBC’s Banking Centre, you will foster relationships and build trust with clients, advising them on cash management, credit, and investment. Your ability to connect effectively and leverage technology will enhance their banking experience. Flexibility in scheduling and working at multiple centres is essential.
Key Responsibilities:
• Meet clients to assess personal and business priorities
• Advise on financial products and create plans
• Engage in community marketing and outreach activities
• Utilize technology to enhance client banking
• Foster trust and maintain ongoing client relationships
Requirements:
• 1 year of client-facing experience with sales results
• Current Mutual Funds License or equivalent
• Strong critical thinking and attention to ...
In this full-time role at CIBC’s Banking Centre, you will foster relationships and build trust with clients, advising them on cash management, credit, and investment. Your ability to connect effectively and leverage technology will enhance their banking experience. Flexibility in scheduling and working at multiple centres is essential.
Key Responsibilities:
• Meet clients to assess personal and business priorities
• Advise on financial products and create plans
• Engage in community marketing and outreach activities
• Utilize technology to enhance client banking
• Foster trust and maintain ongoing client relationships
Requirements:
• 1 year of client-facing experience with sales results
• Current Mutual Funds License or equivalent
• Strong critical thinking and attention to ...