Relationship Banking Specialist

Canadian Imperial Bank of Commerce; Montreal (administrative region); On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee share purchase plan

Vacation allowance

Wellbeing support

MomentMakers recognition program

Job summary

Canadian Imperial Bank of Commerce (CIBC) is seeking a Financial Services Representative to support Personal and Business Banking clients in Montreal. You will engage clients, understand goals, and recommend tailored solutions across cash management, credit, investments and wealth protection.

You’ll work full-time on-site, with flexibility for evenings and weekends, traveling between centres to serve communities.

Qualifications

• Must-have focus on client needs and financial planning.
• Strong relationship-building and marketing outreach.
• Ability to explain cash management, credit, investments and wealth protection.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build networks, grow relationships, and connect clients with the right specialists.
• Educate clients on mobile and digital tools to enhance banking experience.
• Act with integrity and prioritize client-focused service.

Skills

Client engagement

Relationship building

Technology literacy

Goal oriented

Attention to detail

People oriented

Continuous learning

Certified professional

Education

Mutual Funds License

Canadian Securities Course or Investment Funds In Canada

Tools

Mobile banking apps

Job description

Canadian Imperial Bank of Commerce (CIBC) is seeking a Financial Services Representative to support Personal and Business Banking clients in Montreal. You will engage clients, understand goals, and recommend tailored solutions across cash management, credit, investments and wealth protection.

You’ll work full-time on-site, with flexibility for evenings and weekends, traveling between centres to serve communities.