Personal Banking Relationship Specialist
Canadian Imperial Bank of Commerce
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Canadian Imperial Bank of Commerce is seeking a Financial Services Representative to join the Personal and Business Banking team. You will work in a fast-paced banking centre, meeting clients’ personal and business goals, providing tailored service, and recommending suitable products and solutions to support financial success.
You will be flexible to banking centre hours, including evenings and weekends, and ready to travel to multiple centres within a reasonable distance.
Qualifications
- Candidate must be a certified professional with current accreditation and standing in Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
- Minimum 1 year of experience working with clients and achieving sales results.
- Banking experience in a similar capacity is an asset.
Responsibilities
- Engage with clients to understand personal and business priorities, advise on solutions, and provide a forward-looking financial plan.
- Build relationships through marketing and outreach to expand network and connect clients to the right people and opportunities.
- Introduce clients to mobile banking applications and technologies to enhance their financial management.
Skills
Education
Job description
Canadian Imperial Bank of Commerce is seeking a Financial Services Representative to join the Personal and Business Banking team. You will work in a fast-paced banking centre, meeting clients’ personal and business goals, providing tailored service, and recommending suitable products and solutions to support financial success.
You will be flexible to banking centre hours, including evenings and weekends, and ready to travel to multiple centres within a reasonable distance.
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