Financial Services Representative II
3 weeks ago
Job Title: Financial Services Representative
Company: CIBC Bank
We are seeking a talented and passionate professional to join our team at CIBC Bank, where we are building a customer-centric bank for the modern world. As a Financial Services Representative, you will play a key role in delivering exceptional customer experiences and building strong relationships with our clients.
Key Responsibilities:
- Client Engagement: Meet with clients to understand their financial and business priorities, advise on possible solutions, and create a long-term financial plan.
- Relationship Building: Engage in marketing and networking activities to demonstrate your dedication to clients and the community. Expand your network, deepen existing relationships, and collaborate with others to connect clients with the right people and opportunities.
- Technology Utilization: Become a technology specialist and share your knowledge by showcasing our mobile banking applications to help clients better manage their banking needs.
Requirements:
- Customer-focused: Communicate to find the right solutions and exceed expectations.
- Goal-oriented: Motivated to achieve goals and give your best to bring more.
- Detail-oriented: Notice things others don't and use critical thinking to inform decision-making.
- People-oriented: Find meaning in relationships and connect with others through respectful and authentic communication.
- Passionate about learning: Curious and enthusiastic about acquiring knowledge.
- Certified Professional: Hold a valid certification in mutual funds or equivalent.
- Experience: Demonstrate one year of experience in client interaction and sales results. Previous banking experience in a similar role is a plus.
- Values-driven: Embody trust, teamwork, and accountability in the workplace.
What CIBC Bank Offers:
- Competitive salary and performance-based compensation
- Benefits including health benefits, pension plan, employee stock purchase plan, vacation time, well-being support, and a social recognition program
- Opportunities for career growth and development, with initiatives like Purpose Day for personal investment and growth
Work Environment:
We are a dynamic and customer-centric organization that values teamwork and collaboration. Our work environment is fast-paced and challenging, with opportunities for growth and development.
Employment Type: Permanent
Weekly Hours: 37.5
Skills: Outbound calls, Results-driven, Regulatory requirements, Customer Experience (CX), Customer Relationship Management, Digital literacy, Goal planning, Financial products, Problem-solving
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