Client-Focused Banking Specialist

CIBC; Eastern Ontario; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading financial institution in Ontario is seeking a Financial Services Representative. In this role, you will foster relationships with clients, providing tailored solutions for their financial needs. You must be flexible and willing to work at multiple banking centres. The ideal candidate has strong client engagement skills and relevant experience. This position offers competitive benefits and opportunities for personal and professional growth.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Vacation offering

Wellbeing support

Qualifications

• 1 year experience in working with clients and achieving sales results.
• Strong focus on client engagement and relationship building.
• Ability to leverage technology to improve client interactions.

Responsibilities

• Meet with clients to understand their priorities and advise on solutions.
• Engage in marketing and outreach activities to build client relationships.
• Introduce clients to mobile banking applications.

Skills

Client Service

Customer Experience (CX)

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

A leading financial institution in Ontario is seeking a Financial Services Representative. In this role, you will foster relationships with clients, providing tailored solutions for their financial needs. You must be flexible and willing to work at multiple banking centres. The ideal candidate has strong client engagement skills and relevant experience. This position offers competitive benefits and opportunities for personal and professional growth.