Relationship Banking Specialist

CIBC; Courtenay; On-site; CAD 55,000 - 70,000; Full time

Job summary

A leading Canadian bank located in Courtenay is seeking a Financial Services Representative to enhance client engagement and provide tailored financial solutions. The role involves meeting clients, advising on financial strategies, and utilizing technology to improve banking experiences. Ideal candidates have a Mutual Funds License and a solid year of client service experience. Benefits include a competitive salary, pension plan, and recognition programs, all within a supportive and inclusive environment.

Benefits

Competitive salary

Defined benefit pension plan

Vacation offering

Employee share purchase plan

Wellbeing support

Recognition program

Qualifications

• Certified professional with current accreditation.
• 1 year of experience working with clients and achieving sales results.
• Prior banking experience is an asset.

Responsibilities

• Meet with clients to understand their financial priorities.
• Engage in marketing and outreach activities to build relationships.
• Introduce clients to mobile banking applications.

Skills

Digital Literacy

Face to Face Customer Service

Outbound Calls

Proactive Behavior

Education

Mutual Funds License

Job description

A leading Canadian bank located in Courtenay is seeking a Financial Services Representative to enhance client engagement and provide tailored financial solutions. The role involves meeting clients, advising on financial strategies, and utilizing technology to improve banking experiences. Ideal candidates have a Mutual Funds License and a solid year of client service experience. Benefits include a competitive salary, pension plan, and recognition programs, all within a supportive and inclusive environment.