CIBC
Client-Focused Financial Services Representative
Job Description
Make a meaningful impact on clients' lives at CIBC in Richmond as a Financial Services Representative. Use your expertise in client service and financial products to foster key relationships.
Join CIBC's Personal and Business Banking team, where you'll engage with clients to understand their goals and offer tailored financial solutions. This role requires flexibility to work during banking hours, including evenings and weekends, across multiple locations as needed. Your success will be driven by your passion for client service and goal planning, as well as your ability to leverage technology.
Key Responsibilities:
• Engage clients to understand their financial priorities
• Provide personalized financial solutions and planning
• Leverage technology to improve client banking experience
• Foster client relationships through outreach and engagement
• Collaborate with team members to connect clients with opportunities
Requirements:
• Valid Mutual Funds License (or...
Join CIBC's Personal and Business Banking team, where you'll engage with clients to understand their goals and offer tailored financial solutions. This role requires flexibility to work during banking hours, including evenings and weekends, across multiple locations as needed. Your success will be driven by your passion for client service and goal planning, as well as your ability to leverage technology.
Key Responsibilities:
• Engage clients to understand their financial priorities
• Provide personalized financial solutions and planning
• Leverage technology to improve client banking experience
• Foster client relationships through outreach and engagement
• Collaborate with team members to connect clients with opportunities
Requirements:
• Valid Mutual Funds License (or...