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Financial Services Specialist
2 months ago
About the Role:
We're building a relationship-oriented bank for the modern world. At CIBC, we're committed to delivering exceptional client experiences and building long-lasting relationships with our clients.
What You'll Be Doing:
As a member of our 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 Specialist, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve their financial goals.
You'll manage a portfolio of mortgage clients, focusing on deepening the client relationship and providing a comprehensive retail banking offer. You'll be flexible to work our banking centre hours, which may include evenings and weekends, and be willing to work at multiple banking centres within a reasonable travel distance to help deliver a great client experience.
Key Responsibilities:
- Client Engagement: Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment, financial, and credit-related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
- 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.
- Business Development: Create relationships by networking with clients' families and friends to uncover opportunities and refer to appropriate partners. Engage in community and banking centre events, such as business development events, client acknowledgement programs, and client appreciation day, to create and enhance CIBC presence and gain market share.
What We Offer:
- We work to recognize you in meaningful, personalized ways, including a competitive compensation package, a banking benefit, wellbeing support, and additional offers such as employee and family assistance programs 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.
Job Requirements:
- Client Relationship Management
- Customer Experience (CX)
- Digital Literacy
- Financial Products
- Financial Services
- Goal Planning
- Outbound Calls
- Problem Solving
- Regulatory Requirements
- Results-Oriented
