Relationship Banking Specialist

CIBC; Belleville; On-site; CAD 45,000 - 60,000; Full time

Job summary

A modern banking institution in Belleville is seeking a Financial Services Representative to enhance client relationships and provide tailored financial solutions. You will work flexibly in a fast-paced environment, leveraging technology to improve customer experiences. Responsibilities include advising clients on financial management, engaging in community outreach, and fostering key relationships. The ideal candidate has a Mutual Funds License and strong interpersonal skills. A competitive salary and benefits are offered.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Wellbeing support

Qualifications

• 1 year experience working with clients and achieving sales results.
• Ability to engage with clients and offer tailored financial solutions.
• Proven knowledge in cash management, credit, and investment.

Responsibilities

• Meet with clients to understand their financial priorities.
• Engage in marketing activities to enhance client relationships.
• Help clients manage their banking needs through technology.

Skills

Client engagement

Relationship building

Leveraging technology

Goal oriented

Critical thinking

Passionate about people

Learning mindset

Values-driven

Education

Current accreditation and good standing Mutual Funds License

Job description

A modern banking institution in Belleville is seeking a Financial Services Representative to enhance client relationships and provide tailored financial solutions. You will work flexibly in a fast-paced environment, leveraging technology to improve customer experiences. Responsibilities include advising clients on financial management, engaging in community outreach, and fostering key relationships. The ideal candidate has a Mutual Funds License and strong interpersonal skills. A competitive salary and benefits are offered.