Client-Centric Banking & Financial Advisor

Canadian Imperial Bank of Commerce; Belleville; Hybrid; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

Canadian Imperial Bank of Commerce (CIBC) in Belleville is seeking a Financial Services Representative to foster client relationships, assess goals, and tailor financial solutions. You may work evenings or weekends and travel between centres within a reasonable distance to deliver excellent client experiences.

Strong focus on relationship building, customer service, and the use of digital tools to support clients is essential.

Qualifications

• Client engagement to understand personal and business priorities and advise on solutions.
• Marketing and outreach to expand client network and deepen relationships.
• Knowledge of cash management, credit, investments and wealth protection basics.

Responsibilities

• Meet with clients to understand their personal and business priorities and advise them on solutions.
• Build relationships through marketing and outreach to expand the client network.
• Promote mobile banking apps and technology to help clients manage banking needs.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

Canadian Imperial Bank of Commerce (CIBC) in Belleville is seeking a Financial Services Representative to foster client relationships, assess goals, and tailor financial solutions. You may work evenings or weekends and travel between centres within a reasonable distance to deliver excellent client experiences.

Strong focus on relationship building, customer service, and the use of digital tools to support clients is essential.