Client-Focused Financial Services Representative
CIBC • whitchurch stouffville, Canada
Role Description
Shape meaningful financial futures with CIBC as a Financial Services Representative. Engage clients with tailored advice and solutions, while thriving in a full-time, on-site role.
At CIBC, you'll be part of the Personal and Business Banking team in a dynamic banking centre. Your focus on client engagement will help you understand their financial goals, allowing you to provide expert recommendations. This full-time on-site role requires flexibility, including evening and weekend hours as well as travel to multiple banking centres within a reasonable distance.
Key Responsibilities:
• Engage with clients to prioritize their financial objectives
• Advise on cash management, credit, and investment solutions
• Foster relationships through marketing and outreach activities
• Share knowledge of mobile banking applications with clients
• Collaborate effectively as part of a dedicated team
Requirements:
• 1 year of client service experience with proven sales results
At CIBC, you'll be part of the Personal and Business Banking team in a dynamic banking centre. Your focus on client engagement will help you understand their financial goals, allowing you to provide expert recommendations. This full-time on-site role requires flexibility, including evening and weekend hours as well as travel to multiple banking centres within a reasonable distance.
Key Responsibilities:
• Engage with clients to prioritize their financial objectives
• Advise on cash management, credit, and investment solutions
• Foster relationships through marketing and outreach activities
• Share knowledge of mobile banking applications with clients
• Collaborate effectively as part of a dedicated team
Requirements:
• 1 year of client service experience with proven sales results