Financial Services Customer Service Representative

3 weeks ago

Laval QC, Canada Canadian Imperial Bank of Commerce Full time

Financial Services Representative page is loaded Financial Services Representative
Apply locations Sainte-Rose, QC time type Full time posted on Posted Yesterday job requisition id 2411656 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 
To successfully perform the work, you will be constantly on-site.
Client engagement – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their goals.
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
Your critical thinking skills help to inform your decision making.
You find meaning in relationships, and surround yourself with a diverse network of partners. You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

  • Customer Service Representative

    2 days ago

    Laval, Canada BMO Financial Group Full time

    2040-2042 boul des Laurentides Laval Quebec,H7M 2R5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    3 weeks ago

    Laval, Canada BMO Financial Group Full time

    3225 St-Martin Ouest Blvd Laval Quebec,H7T 1S2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    2 weeks ago

    Laval, Canada BMO Financial Group Full time

    3925 St-Martin boul West Laval Quebec,H7T 1B5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Customer Service Representative

    3 days ago

    Laval, Canada BMO Financial Group Full time

    2040-2042 boul des Laurentides Laval Quebec,H7M 2R5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    2 weeks ago

    Laval, Canada Northbridge Financial Corporation Full time

    We’re Federated Insurance. We’ve proudly been serving Canadian businesses for 100 years. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to focusing on our customers’ unique needs and we go above and beyond to help Canadian businesses have a safer and brighter future. We’re a...

  • Financial Services Representative

    3 weeks ago

    Laval, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Sainte-Rose, QC time type Full time posted on Posted Yesterday job requisition id 2411656 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our...

  • Customer Service Representative

    3 weeks ago

    Laval, Canada BMO Financial Group Full time

    3225 St-Martin Ouest Blvd Laval Quebec,H7T 1S2 - As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.Our student experience is designed to integrate you to the BMO...

  • Customer Service Representative

    1 week ago

    Laval, QC, Canada MSI Full time

    Summary: The Customer Service Representative (CSR) is responsible for working with customers face to face and helping with product selection.Work Hours: Monday – Friday 8am-5pm, and alternating SaturdaysTo perform this job successfully, the individual must be able to complete the following essential duties and responsibilities:Effective and efficient...

  • Customer Service Representative

    2 weeks ago

    Laval, QC, Canada MSI Full time

    Summary: The Customer Service Representative (CSR) is responsible for working with customers face to face and helping with product selection.Work Hours: Monday – Friday 8am-5pm, and alternating SaturdaysTo perform this job successfully, the individual must be able to complete the following essential duties and responsibilities:Effective and efficient...

  • Customer Service Representative

    1 day ago

    Laval, QC, Canada MSI Full time

    Summary: The Customer Service Representative (CSR) is responsible for working with customers face to face and helping with product selection.Work Hours: Monday – Friday 8am-5pm, and alternating SaturdaysTo perform this job successfully, the individual must be able to complete the following essential duties and responsibilities:Effective and efficient...

  • Customer Service Representative

    2 days ago

    Laval, QC, Canada MSI Full time

    Summary: The Customer Service Representative (CSR) is responsible for working with customers face to face and helping with product selection.Work Hours: Monday – Friday 8am-5pm, and alternating SaturdaysTo perform this job successfully, the individual must be able to complete the following essential duties and responsibilities:Effective and efficient...

  • Customer Service Representative

    3 weeks ago

    Laval, QC, Canada MSI Full time

    Summary: The Customer Service Representative (CSR) is responsible for working with customers face to face and helping with product selection. Work Hours : Monday – Friday 8am-5pm, and alternating Saturdays To perform this job successfully, the individual must be able to complete the following essential duties and responsibilities: Effective and...

  • Customer Service Representative

    1 day ago

    Laval, QC, Canada MSI Full time

    Summary: The Customer Service Representative (CSR) is responsible for working with customers face to face and helping with product selection. Work Hours : Monday – Friday 8am-5pm, and alternating Saturdays To perform this job successfully, the individual must be able to complete the following essential duties and responsibilities: Effective and...

  • Customer Service Representative

    2 weeks ago

    Laval, Canada First aid central Full time

    **First aid central is seeking a customer service representative to join our team in Laval, QC.** As a customer service representative, you will be responsible for providing product and/or services information to customers. You will also be responsible for resolving customer complaints and inquiries. The target is to ensure excellent service standards,...

  • Customer Service Representative

    1 day ago

    Laval, Canada BMO Financial Group Full time

    3225 St-Martin Ouest Blvd Laval Quebec,H7T 1S2 As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you to the...

  • GIC Customer Service Representative

    2 weeks ago

    Westmount, QC, Canada Rothenberg Wealth Management Full time

    "Company DescriptionFor over 40 years, Rothenberg Wealth Management has been one of Canada's leading independent financial services brokers providing financial advice and solutions to thousands of individuals across the country. Rothenberg means local expertise, national presence, and international resources to give you access to the most diverse range of...

  • GIC Customer Service Representative

    2 weeks ago

    Westmount, QC, Canada Rothenberg Wealth Management Full time

    "Company DescriptionFor over 40 years, Rothenberg Wealth Management has been one of Canada's leading independent financial services brokers providing financial advice and solutions to thousands of individuals across the country. Rothenberg means local expertise, national presence, and international resources to give you access to the most diverse range of...

  • GIC Customer Service Representative

    2 weeks ago

    Westmount, QC, Canada Rothenberg Wealth Management Full time

    "Company DescriptionFor over 40 years, Rothenberg Wealth Management has been one of Canada's leading independent financial services brokers providing financial advice and solutions to thousands of individuals across the country. Rothenberg means local expertise, national presence, and international resources to give you access to the most diverse range of...

  • GIC Customer Service Representative

    1 week ago

    Westmount, QC, Canada Rothenberg Wealth Management Full time

    "Company DescriptionFor over 40 years, Rothenberg Wealth Management has been one of Canada's leading independent financial services brokers providing financial advice and solutions to thousands of individuals across the country. Rothenberg means local expertise, national presence, and international resources to give you access to the most diverse range of...

  • GIC Customer Service Representative

    2 weeks ago

    Westmount, QC, Canada Rothenberg Wealth Management Full time

    "Company DescriptionFor over 40 years, Rothenberg Wealth Management has been one of Canada's leading independent financial services brokers providing financial advice and solutions to thousands of individuals across the country. Rothenberg means local expertise, national presence, and international resources to give you access to the most diverse range of...