CIBC Financial Services Associate in Brampton
CIBC • brampton, Canada
Role Description
Join CIBC as a Financial Services Associate in Brampton to enhance client interactions. Work closely with Financial Advisors to provide tailored financial solutions.
As an integral part of the Personal and Business Banking Team, you'll engage with high-value clients to help achieve their financial aspirations. Your role will leverage skills in cash management, credit, and investments while supporting team productivity through vital administrative tasks.
Key Responsibilities:
• Engage clients with inquiries on financial products
• Collaborate with Financial Advisors to address client needs
• Participate in marketing and outreach initiatives
• Prepare client files and manage schedules efficiently
• Proactively identify new business opportunities
Requirements:
• 1+ year of client-facing experience with proven sales results
• Banking experience preferred but not mandatory
• Goal-oriented focus on delivering client solutions
• Strong organizational and an...
As an integral part of the Personal and Business Banking Team, you'll engage with high-value clients to help achieve their financial aspirations. Your role will leverage skills in cash management, credit, and investments while supporting team productivity through vital administrative tasks.
Key Responsibilities:
• Engage clients with inquiries on financial products
• Collaborate with Financial Advisors to address client needs
• Participate in marketing and outreach initiatives
• Prepare client files and manage schedules efficiently
• Proactively identify new business opportunities
Requirements:
• 1+ year of client-facing experience with proven sales results
• Banking experience preferred but not mandatory
• Goal-oriented focus on delivering client solutions
• Strong organizational and an...