Financial Services Representative II

4 weeks ago

Merritt, Canada CIBC Full time

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 clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit )

What you'll be doing

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, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and 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.

How you'll succeed

  • 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 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.
  • Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
  • You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
  • You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
  • You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
  • You love to learn. You're passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • You're a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • 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.
  • Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • 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.
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-
  • 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). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Merritt

Employment Type

Regular

Weekly Hours

37.5

Skills

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. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

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

    4 weeks ago

    Merritt, Canada Speedy Cash Canada Full time

    Education: Secondary (high) school graduation certificate - Experience: Will train **Screening questions**: - Do you currently reside in proximity to the advertised location? - Do you have previous experience in this field of employment? **Health benefits**: - Dental plan - Health care plan - Paramedical services coverage - Vision care benefits **Financial...

  • Supervisor, Member Services

    13 hours ago

    Merritt, Canada G&F Financial Group Full time

    About Beem Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration. , Beem employees work to serve over , members who live and work across the province. The credit union offers personal and commercial banking and a...

  • Clk 12r

    4 weeks ago

    Merritt, Canada BC Public Service Full time

    Posting Title- CLK 12R - Client Services Representative- Position Classification- Clerk R12- Union- GEU- Work Options- On-Site- Location- Merritt, BC V1K 1B8 CA (Primary)- Salary Range- $52,803.18 - $59,607.79 annually- Close Date- 4/10/2024- Job Type- Regular Full Time- Temporary End Date- Ministry/Organization- BC Public Service -> Ministry of Forests-...

  • 22-19 Branch Manager

    2 weeks ago

    Merritt, Canada Interior Savings Insurance Services Inc. Full time

    The Branch Managers' support Interior Savings' by developing and leading a professional client service team that is proactive in serving client needs and achieving branch objectives.This position is located in the town of Merritt—a fantastic community in the heart of Nicola Valley, BC. A role in this region is ideal for someone who enjoys a slower pace of...

  • Budtender / Customer Service Representative

    2 weeks ago

    Merritt, Canada My Buddies Merritt Full time

    **About My Buddies** We are all about making the most of life's moments and having a good time while achieving professional success! Our fast paced and enjoyable work environment is where we flourish. Having our staff enjoy working here while giving the best customer experience is what we pride ourselves on. Our work environment includes: - On-the-job...

  • Cashier/customer Service

    3 weeks ago

    Merritt, Canada Lordco Parts Ltd. Full time

    **Position: Cashier/Customer Service Representative** **Location: Merritt, BC** - Are you looking for a full time, entry-level job close to home? _Do you love interacting with people? Do you value providing customer service with a smile? Join our Merritt_, BC, team and let work, work for you._ Lordco Auto Parts is Canada’s largest independently-owned...

  • Branch Manager

    3 days ago

    Merritt, Canada G&F Financial Group Full time

    About Beem Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration. , Beem employees work to serve over , members who live and work across the province. The credit union offers personal and commercial banking and a...

  • Supervisor, Member Services

    3 weeks ago

    Merritt, Canada Interior Savings Full time

    About Beem Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial...

  • Customer Service Insurance Agent

    4 weeks ago

    Merritt, Canada Interior Savings Full time

    The Customer Service Insurance Agent role supports Interior Saving’s vision by developing valuable long-term relationships with clients, pro-actively determining and filling their insurance needs and providing them sound advice with high quality, tailored insurance solutions to meet their needs.  This position is located in the town of  Merritt —a...

  • Customer Service Insurance Agent

    2 weeks ago

    Merritt, Canada Interior Savings Full time

    The Customer Service Insurance Agent role supports Interior Saving's vision by developing valuable long-term relationships with clients, pro-actively determining and filling their insurance needs and providing them sound advice with high quality, tailored insurance solutions to meet their needs. This position is located in the town of Merritt —a...

  • Tire Technicians

    4 weeks ago

    Merritt, Canada Fountain Tire Full time

    Overview: Come join the dynamic world of commercial tire service! **Fountain Tire Merritt (2649 Granite Avenue)** is looking for a responsible, safe and dedicated associates to join our team as a **Commercial/OTR Tire Technicians to operate a Tire Service Truck.** **What is in it for you?** - Competitive compensation based on experience - We will develop...

  • Casual Lifeguard

    19 minutes ago

    Merritt, Canada City of Merritt Full time

    Job DescriptionJoin a great team at the City of Merritt!As a Casual Lifeguard / Instructor, you will ensure the safety and enjoyment of participants in aquatic classes and activities at the Nicola Valley Aquatic Center (NVAC). You will work in a team environment, practice your leadership skills, enthusiasm, and positive attitude as you create and...

  • Experienced Tire Technicians

    4 weeks ago

    Merritt, Canada Fountain Tire Full time

    Overview: **Fountain Tire Merritt (2649 Granite Avenue)** is looking for experienced, responsible, safe and dedicated associates to join our team as **Commercial/OTR Tire Technicians to operate a Tire Service Truck.** **What is in it for you?** - Competitive compensation based on experience: $25 - $30 / hour (for experienced applicants) - We will develop...

  • Professional Practice Leader

    4 weeks ago

    Merritt, Canada Interior Health Authority Full time

    We are seeking a Relief Full Time Professional Practice Leader – Medical Imaging to join our team at Nicola Valley Health Centre in Merritt, B.C.! This is a relief position and will end upon the return of the incumbent. The shift types are rotating days and evenings with the shift times being 07:30 to 15:30, 12:00 to 20:00, 09:00 to 17:00. What We...

  • Civil Superintendent

    2 weeks ago

    Merritt, Canada PME Inc Full time

    **Connect with us **LinkedIn**, **Instagram**, **Facebook**, **Twitter** **Thinking about a change?** We recognize that the construction industry is changing at a rapid pace and we continually strive to be at the forefront. Our core **values** empower people to deliver great careers to one another and develop creative solutions for complex problems on some...

  • bookkeeper

    2 weeks ago

    Merritt, Canada TB Food Services Inc DBA Tim Hortons Full time

    Education: Secondary (high) school graduation certificateExperience: 2 years to less than 3 yearsTasksCalculate and prepare cheques for payrollKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsMaintain general ledgers and financial statementsPost journal entriesPrepare trial balance...

  • bookkeeper

    3 weeks ago

    Merritt, Canada TB Food Services Inc DBA Tim Hortons Full time

    Education: Secondary (high) school graduation certificateExperience: 2 years to less than 3 yearsTasksCalculate and prepare cheques for payrollKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsMaintain general ledgers and financial statementsPost journal entriesPrepare trial balance...

  • bookkeeper

    4 weeks ago

    Merritt, Canada TB Food Services Inc DBA Tim Hortons Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateTasksCalculate and prepare cheques for payrollKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsMaintain general ledgers and financial statementsPost journal entriesPrepare trial balance of booksPersonal...

  • Auto Associate

    4 weeks ago

    Merritt, Canada HUB International Full time

    Hi, we're HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...

  • Banking advisor

    2 weeks ago

    Merritt, Canada Royal Bank Of Canada Full time

    Job SummaryWhat is the opportunity?This distinctive role requires your customer-focused sales skills and innate problem-solving abilities to optimize each customer interaction. Specifically, you assist customers with their daily banking, credit, and investment requirements.As an RBC representative, you provide value during crucial client moments and...