Relationship Banking Specialist

CIBC; Saint-Léonard; Sur place; EUR 25 000 - 34 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Incentive pay

Wellbeing support

Employee share purchase plan

Vacation offering

Résumé du poste

CIBC is seeking a Financial Services Representative to join our Personal and Business Banking team at our Montreal-area banking centre. You will engage clients, understand their goals, and tailor financial solutions to help them achieve success.

You will be on-site full-time, with flexible hours including evenings and weekends, and may work across multiple centres within a reasonable travel distance. A customer-first mindset and ability to build trust are essential.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Current accreditation with Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• Willing to travel between banking centres within a reasonable distance.

Responsabilités

• Meet with clients to understand personal and business priorities and provide tailored financial plans.
• Engage in marketing and outreach to grow network and connections.
• Introduce clients to mobile banking applications and other digital tools.

Connaissances

Client engagement

Relationship building

Tech literacy

Sales experience

Description du poste

CIBC is seeking a Financial Services Representative to join our Personal and Business Banking team at our Montreal-area banking centre. You will engage clients, understand their goals, and tailor financial solutions to help them achieve success.

You will be on-site full-time, with flexible hours including evenings and weekends, and may work across multiple centres within a reasonable travel distance. A customer-first mindset and ability to build trust are essential.