Relationship Banking Specialist | Personal Finance & Growth

CIBC US; Hamel (MN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Banking benefits

Employee share purchase plan

MomentMakers recognition program

Wellbeing support

Purpose Day (paid day off)

Job summary

CIBC is seeking a Financial Services Representative to join a fast-paced banking centre. You will engage clients, understand their personal and business goals, and offer tailored financial solutions to help them achieve success.

The role emphasizes relationship building, outreach, and helping clients leverage mobile and digital tools to manage their finances, with on-site work since hours may include evenings or weekends.

Qualifications

• 1 year of experience working with clients and achieving sales results; banking experience is a plus.
• Must be legally eligible to work at the specified location.
• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) required.
• Willingness to travel between banking centres within a reasonable distance.

Responsibilities

• Engage with clients to understand personal and business goals, advise on financial solutions, and develop forward-looking plans.
• Build relationships through marketing and outreach to connect clients with the right people and opportunities.
• Promote and teach mobile banking and digital tools to improve client banking experience.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Job description

CIBC is seeking a Financial Services Representative to join a fast-paced banking centre. You will engage clients, understand their personal and business goals, and offer tailored financial solutions to help them achieve success.

The role emphasizes relationship building, outreach, and helping clients leverage mobile and digital tools to manage their finances, with on-site work since hours may include evenings or weekends.