Relationship Banking Specialist II

CIBC; Nanaimo; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Employee share purchase plan

Pension plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC in Canada is seeking a Financial Services Representative to build strong client relationships within a fast-paced banking centre. You will understand clients’ personal and business goals, advise on cash management, credit, investments, and wealth protection, and tailor solutions for financial success.

You’ll be flexible to work banking centre hours, including evenings and weekends, and travel within a reasonable distance to work at multiple centres.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Banking experience in a similar capacity is an asset.
• Current accreditation and good standing in mutual funds licensing.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build relationships and conduct marketing/outreach to grow the client base.
• Leverage technology and mobile banking tools to deliver great client experiences.

Skills

Client engagement

Relationship building

Sales experience

Financial knowledge

Critical thinking

Communication skills

Education

Mutual Funds License

Canadian Securities Course

Investment Funds In Canada

Job description

CIBC in Canada is seeking a Financial Services Representative to build strong client relationships within a fast-paced banking centre. You will understand clients’ personal and business goals, advise on cash management, credit, investments, and wealth protection, and tailor solutions for financial success.

You’ll be flexible to work banking centre hours, including evenings and weekends, and travel within a reasonable distance to work at multiple centres.