Universal Banker: Build Client Relationships & Solutions

Canadian Imperial Bank of Commerce; Ottawa; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading Canadian bank seeks a Financial Services Representative in Ottawa. You will engage clients to provide banking solutions, leveraging technology and building strong relationships. Ideal candidates should have client experience, sales skills, and a Mutual Funds License. This full-time on-site role offers a dynamic work environment. Your dedication to client satisfaction and community impact will be critical in this position. The bank promotes inclusivity and supports employee growth through various programs.

Benefits

Competitive compensation

Wellbeing support

Employee assistance programs

Recognition programs

Qualifications

• 1 year experience in client engagement and sales.
• Current accreditation with a Mutual Funds License.
• Ability to notice details and use critical thinking.

Responsibilities

• Engage with clients to understand their needs and offer solutions.
• Participate in outreach activities to build client relationships.
• Utilize mobile banking technology to assist clients.

Skills

Client engagement

Relationship building

Leveraging technology

Attention to detail

Goal oriented

Sales experience

Mutual Funds License

Job description

A leading Canadian bank seeks a Financial Services Representative in Ottawa. You will engage clients to provide banking solutions, leveraging technology and building strong relationships. Ideal candidates should have client experience, sales skills, and a Mutual Funds License. This full-time on-site role offers a dynamic work environment. Your dedication to client satisfaction and community impact will be critical in this position. The bank promotes inclusivity and supports employee growth through various programs.