Banking Relationship Specialist

CIBC; Dartmouth; On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

MomentMakers program

Wellbeing support

Employee and family assistance

Job summary

CIBC is seeking a Financial Services Representative to serve clients in a fast-paced Banking Centre and build lasting relationships. You will understand client goals, offer tailored solutions, and promote our banking products to support financial success.

You may work at multiple centres within travel distance, with on-site full-time hours. A focus on service, trust, and teamwork drives success in this role.

Qualifications

• Client-facing service experience in financial settings is expected.
• Ability to understand client goals and tailor financial solutions.
• Familiarity with cash management, credit, investments and wealth protection.

Responsibilities

• Engage with clients to understand personal and business goals and advise on solutions.
• Build relationships through marketing and outreach to connect clients with the right partners.
• Introduce clients to mobile banking and other digital tools to manage their finances.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Job description

CIBC is seeking a Financial Services Representative to serve clients in a fast-paced Banking Centre and build lasting relationships. You will understand client goals, offer tailored solutions, and promote our banking products to support financial success.

You may work at multiple centres within travel distance, with on-site full-time hours. A focus on service, trust, and teamwork drives success in this role.