Relationship Banking Specialist II

CIBC; Vancouver; On-site; CAD 42,000 - 64,000; Full time

Job summary

CIBC is seeking a Financial Services Representative II at our Vancouver location. You will build relationships with clients, understand their goals, and offer tailored financial solutions through in‑branch service.

The role requires on-site work with flexibility for evenings and weekends and travel to nearby centers as needed. You will leverage your knowledge of cash management, credit, investments and wealth protection to help clients achieve their financial objectives while delivering

Qualifications

• Client-facing banking experience is preferred.
• Proven ability to understand client goals and offer suitable financial solutions.
• Familiarity with regulatory requirements and banking products.

Responsibilities

• Meet with clients to understand their personal and business priorities and advise on financial solutions.
• Develop forward-looking financial plans and recommend cash management, credit, investments, and wealth protection options.
• Promote digital tools and banking applications to enhance the client experience and accessibility.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

CIBC is seeking a Financial Services Representative II at our Vancouver location. You will build relationships with clients, understand their goals, and offer tailored financial solutions through in‑branch service.

The role requires on-site work with flexibility for evenings and weekends and travel to nearby centers as needed. You will leverage your knowledge of cash management, credit, investments and wealth protection to help clients achieve their financial objectives while delivering