Relationship Banking Specialist

Canadian Imperial Bank of Commerce; Richmond; Hybrid; CAD 42,000 - 54,000; Full time

Job summary

Canadian Imperial Bank of Commerce in Richmond, BC, is seeking a Financial Services Representative to join our Personal and Business Banking team. This on-site role offers 37.5 hours per week at the Richmond-Garden City Shopping Centre, with potential travel within a reasonable distance.

You will engage clients, understand goals, and tailor financial plans using cash management, credit, investments, and wealth protection products. Evening and weekend shifts may be required.

Qualifications

• Minimum 1 year of experience working with clients and achieving sales results.
• Mutual Funds License or equivalent accreditation required with good standing.
• Willingness to work banking centre hours, including evenings and weekends.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build relationships with clients and communities to expand the bank's reach.
• Help clients manage cash, credit, investments, and protection solutions.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Job description

Canadian Imperial Bank of Commerce in Richmond, BC, is seeking a Financial Services Representative to join our Personal and Business Banking team. This on-site role offers 37.5 hours per week at the Richmond-Garden City Shopping Centre, with potential travel within a reasonable distance.

You will engage clients, understand goals, and tailor financial plans using cash management, credit, investments, and wealth protection products. Evening and weekend shifts may be required.