Client-Focused Banking Specialist

CIBC; La Prairie; On-site; CAD 42,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC in La Prairie, Quebec is seeking a Financial Services Representative to build client relationships and deliver tailored banking solutions.

You will engage with clients, promote cash management, credit, investments, and wealth protection, and work with the team to provide an outstanding client experience. This on-site role requires flexibility for evenings and weekends and travel between centers as needed.

Qualifications

• 1 year experience working with clients and achieving sales results.
• Legal eligibility to work in Canada at the stated location.
• Current accreditation and good standing Mutual Funds License or CSP.
• Banking experience is an asset.

Responsibilities

• Meet with clients to understand personal and business priorities, advise on solutions, and provide forward-looking financial plans.
• Engage in marketing and outreach to grow networks and relationships.
• Introduce clients to mobile banking applications and digital tools to manage their banking needs.

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

Investment Funds In Canada

Job description

CIBC in La Prairie, Quebec is seeking a Financial Services Representative to build client relationships and deliver tailored banking solutions.

You will engage with clients, promote cash management, credit, investments, and wealth protection, and work with the team to provide an outstanding client experience. This on-site role requires flexibility for evenings and weekends and travel between centers as needed.