CIBC
Client-Focused Financial Representative at CIBC
Job Description
Enhance client experiences as a Financial Services Representative with CIBC in Truro. Provide personalized financial advice and utilize technology to meet client expectations day after day.
At CIBC, you're part of a vibrant team dedicated to client success in Personal and Business Banking. In this role, you will analyze clients' needs, recommend suitable financial products, and build impactful relationships through meaningful outreach. Your ability to listen and respond ensures clients feel valued and understood.
Key Responsibilities:
• Meet clients to evaluate their financial and personal priorities
• Offer tailored financial solutions and forward planning
• Conduct outreach to grow relationships with clients
• Promote mobile banking applications for enhanced usage
• Work collaboratively with colleagues to add value
Requirements:
• Proven customer service skills with at least 1 year experience
• Relevant Mutual Funds License or CSCP accreditation
• Res...
At CIBC, you're part of a vibrant team dedicated to client success in Personal and Business Banking. In this role, you will analyze clients' needs, recommend suitable financial products, and build impactful relationships through meaningful outreach. Your ability to listen and respond ensures clients feel valued and understood.
Key Responsibilities:
• Meet clients to evaluate their financial and personal priorities
• Offer tailored financial solutions and forward planning
• Conduct outreach to grow relationships with clients
• Promote mobile banking applications for enhanced usage
• Work collaboratively with colleagues to add value
Requirements:
• Proven customer service skills with at least 1 year experience
• Relevant Mutual Funds License or CSCP accreditation
• Res...