Personal & Business Banking Specialist — Client Growth & Solutions

CIBC US

City of Lloydminster

On-site

CAD 45,000 - 60,000

Full time

3 days ago

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Job summary

CIBC Lloydminster is seeking a Financial Services Representative to join our Personal and Business Banking team. You will work in a fast-paced banking centre, build trusted client relationships, understand financial goals, and tailor solutions that support their financial success.

You will be on-site full-time, with flexibility for banking centre hours, including evenings and weekends, and occasional travel between centres to serve clients across our network.

Qualifications

You’re a certified professional with current accreditation and a Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
You can demonstrate 1 year of experience working with clients and achieving sales results.
Prior banking experience is an asset.

Responsibilities

Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
Engage in marketing and outreach to grow your network and deepen relationships, working as one team to connect clients to the right people and opportunities.
Leverage technology to guide clients in using mobile banking apps and 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

Canadian Securities Course

Investment Funds In Canada

Job description

You will be on-site full-time, with flexibility for banking centre hours, including evenings and weekends, and occasional travel between centres to serve clients across our network.

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