Relationship Banking Specialist: Help Clients Grow & Plan

CIBC US; La Prairie (MN); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Wellbeing support

Vacation offering

Employee share plan

Job summary

CIBC is seeking a Financial Services Representative in La Prairie to build strong relationships with clients, understand their financial goals, and tailor solutions. You’ll provide service across banking products, including cash management, credit, investments, and wealth protection, while delivering a forward-looking financial plan.

You may work at multiple banking centres within a reasonable travel distance and may be required to work flexible hours, including evenings and weekends, to deliver

Qualifications

• Engage clients to understand personal and business priorities and plan.
• Build and expand client networks and relationships.
• Educate clients on digital tools and banking solutions.

Responsibilities

• Meet clients to understand goals and advise on cash management, credit, investment and wealth protection.
• Develop relationships through marketing and outreach to connect clients with opportunities.
• Introduce and demonstrate mobile banking and other digital tools to enhance client experience.

Skills

Client engagement

Relationship building

Leveraging technology

Job description

CIBC is seeking a Financial Services Representative in La Prairie to build strong relationships with clients, understand their financial goals, and tailor solutions. You’ll provide service across banking products, including cash management, credit, investments, and wealth protection, while delivering a forward-looking financial plan.

You may work at multiple banking centres within a reasonable travel distance and may be required to work flexible hours, including evenings and weekends, to deliver