Client-Centric Banking Specialist II

CIBC; City of Leduc; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading banking institution in Leduc is seeking a Financial Services Representative to enhance client relationships and provide tailored financial solutions. The ideal candidate is client-focused, flexible in working hours, and has a strong background in client service. This role requires effective communication and the ability to leverage technology for improved banking experiences. Along with a competitive salary and benefits, you'll be part of a team that values your contributions and growth.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Vacation offering

Wellbeing support

Employee share purchase plan

Qualifications

• You have experience in working with clients and achieving sales results.
• You are certified with a Mutual Funds License and possess a good standing.

Responsibilities

• Meet clients to discuss their financial goals and advise appropriate solutions.
• Engage in marketing activities to build relationships and trust.
• Introduce clients to mobile banking applications for better financial management.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Current accreditation and good standing Mutual Funds License

Job description

A leading banking institution in Leduc is seeking a Financial Services Representative to enhance client relationships and provide tailored financial solutions. The ideal candidate is client-focused, flexible in working hours, and has a strong background in client service. This role requires effective communication and the ability to leverage technology for improved banking experiences. Along with a competitive salary and benefits, you'll be part of a team that values your contributions and growth.