Client-Centric Financial Services Pro

Canadian Imperial Bank of Commerce; Manotick; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Benefits program

Pension plan

Employee share purchase plan

Wellbeing support

Job summary

The Canadian Imperial Bank of Commerce is seeking a Financial Services Representative for the Personal and Business Banking team in Manotick. You will meet with clients, understand their personal and business goals, and recommend tailored financial products and solutions.

On-site full-time role with potential travel between centres within a reasonable distance. You will engage clients, build relationships, and leverage technology to enhance the client experience.

Qualifications

• Client-facing banking experience or willingness to learn banking products.
• Ability to engage clients and understand personal and business goals.
• Familiarity with digital banking platforms and tools.

Responsibilities

• Client engagement: meet with clients, advise on solutions, create forward-looking plans.
• Relationship building: expand networks and connect clients to the right teams.
• Leverage technology: introduce clients to mobile banking and other digital tools.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

The Canadian Imperial Bank of Commerce is seeking a Financial Services Representative for the Personal and Business Banking team in Manotick. You will meet with clients, understand their personal and business goals, and recommend tailored financial products and solutions.

On-site full-time role with potential travel between centres within a reasonable distance. You will engage clients, build relationships, and leverage technology to enhance the client experience.