Personal Banking Relationship Specialist II

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

Job summary

A leading financial institution in Hamilton is seeking a Financial Services Representative to engage clients and provide tailored financial solutions. Key responsibilities include meeting with clients, leveraging technology for better service, and building lasting relationships. The ideal candidate has a Mutual Funds License and experience in client service. This role is full-time on-site, offering competitive compensation and growth opportunities.

Benefits

Competitive compensation

Banking benefit

Wellbeing support

Employee assistance programs

Recognition program

Qualifications

• You are a certified professional with a current Mutual Funds License.
• You have at least one year of experience working with clients and achieving sales results.
• Experience in a similar banking role is an asset.

Responsibilities

• Meet with clients to understand their financial priorities and advise on solutions.
• Engage in marketing and outreach activities to foster relationships.
• Introduce clients to mobile banking applications to enhance their banking experience.

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 Hamilton is seeking a Financial Services Representative to engage clients and provide tailored financial solutions. Key responsibilities include meeting with clients, leveraging technology for better service, and building lasting relationships. The ideal candidate has a Mutual Funds License and experience in client service. This role is full-time on-site, offering competitive compensation and growth opportunities.