Relationship Banking Specialist II

CIBC US; Windsor; On-site; CAD 40,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Job summary

CIBC Windsor is seeking a Financial Services Representative to build strong client relationships, understand financial and personal goals, and tailor solutions across cash management, credit, investments, and wealth protection. The role involves working in a fast-paced banking centre, with hours that may include evenings and weekends, and travel to nearby banking centres within a reasonable distance.

You will be on-site full-time, 37.5 hours per week, leveraging digital tools and personal

Qualifications

• Must have 1 year of experience working with clients and achieving sales results.
• Certified professional with current accreditation and good standing; Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) is an asset.
• Values-driven; able to build trust through teamwork, accountability, and authenticity.

Responsibilities

• Client engagement: meet clients to understand personal and business priorities and advise on solutions.
• Relationship building: grow network, expand relationships, and connect clients to the right people and opportunities.
• Leveraging technology: introduce clients to mobile banking apps and digital tools to manage banking needs.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

CIBC Windsor is seeking a Financial Services Representative to build strong client relationships, understand financial and personal goals, and tailor solutions across cash management, credit, investments, and wealth protection. The role involves working in a fast-paced banking centre, with hours that may include evenings and weekends, and travel to nearby banking centres within a reasonable distance.

You will be on-site full-time, 37.5 hours per week, leveraging digital tools and personal