CIBC Financial Services Representative Role, Sarnia
CIBC Financial Services Representative Role, Sarnia
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Sarnia, Canada
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Posted: less than a week ago
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Description
Join CIBC's Personal and Business Banking team as a Financial Services Representative. Make a meaningful impact by fostering client relationships, providing tailored financial solutions, and leveraging banking technology.
This full-time role involves working on-site, Tuesday to Saturday, in a dynamic Banking Centre. Your responsibilities include engaging with clients to understand their financial goals and advising them on suitable products. You'll be active in marketing, outreach activities, and knowledge sharing to enhance client experiences across multiple locations.
Key Responsibilities:• Engage clients to understand personal and business financial goals • Advise on the right banking and investment solutions • Foster relationships through community outreach initiatives • Leverage technology to enhance banking experiences • Collaborate with team members to deliver tailored services
Requirements:• Certified Mutual Funds License or equivalent is required • 1+ year experience in client-facing roles preferred • Strong critical thinking and relationship-building skills • Goal-oriented mindset with a focus on client success • Willingness to work at multiple banking centers
Excel in providing top-notch client service while achieving your professional development goals at CIBC. #J-18808-Ljbffr
This full-time role involves working on-site, Tuesday to Saturday, in a dynamic Banking Centre. Your responsibilities include engaging with clients to understand their financial goals and advising them on suitable products. You'll be active in marketing, outreach activities, and knowledge sharing to enhance client experiences across multiple locations.
Key Responsibilities:• Engage clients to understand personal and business financial goals • Advise on the right banking and investment solutions • Foster relationships through community outreach initiatives • Leverage technology to enhance banking experiences • Collaborate with team members to deliver tailored services
Requirements:• Certified Mutual Funds License or equivalent is required • 1+ year experience in client-facing roles preferred • Strong critical thinking and relationship-building skills • Goal-oriented mindset with a focus on client success • Willingness to work at multiple banking centers
Excel in providing top-notch client service while achieving your professional development goals at CIBC. #J-18808-Ljbffr
Highlights
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Company nameCIBC
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Job positionCIBC Financial Services Representative Role
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CIBC Financial Services Representative Role has been posted in the Sarnia Accounting, Financing & Banking category on Locanto.
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