Relationship Banking Pro II - Client-Focused Growth

CIBC

Melfort

On-site

CAD 42,000 - 62,000

Full time

6 days ago
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Benefits offered by this job

Competitive salary
Incentive pay
Banking benefits
Health benefits
Employee share purchase plan
Wellbeing support

Job summary

CIBC in Melfort is seeking a Financial Services Representative to build relationships with clients, understand their goals, and provide tailored service to help achieve financial success.

The role is on-site full-time in a fast-paced banking centre, focusing on client engagement, relationship building, and leveraging technology to enhance service delivery. A Mutual Funds License (Canadian Securities Course or investment funds) is required.

Qualifications

  • Client engagement and frontline financial service experience.
  • Build relationships and understand client needs to tailor solutions.
  • Knowledge of cash management, credit, investment products.
  • Strong communication and ability to work with diverse clients.

Responsibilities

  • Meet with clients to understand priorities and advise on solutions.
  • Grow network and deepen relationships with clients and communities.
  • Use mobile banking tools to help clients manage banking needs.

Skills

Accountability
Client Service
Mutual Funds
Teamwork

Job description

CIBC in Melfort is seeking a Financial Services Representative to build relationships with clients, understand their goals, and provide tailored service to help achieve financial success.

The role is on-site full-time in a fast-paced banking centre, focusing on client engagement, relationship building, and leveraging technology to enhance service delivery. A Mutual Funds License (Canadian Securities Course or investment funds) is required.

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