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Client Financial Services Specialist
3 months ago
Position Overview:
As a key member of the Personal and Business Banking Team, you will collaborate with Financial Advisors to assist high-value clients in securing their financial futures and establishing their enterprises. In the role of a Financial Services Associate within the Imperial Service Team, your focus will be on providing essential administrative and client support to identify opportunities for business growth. Your ability to forge strong professional relationships will play a crucial role in enhancing your clients' financial success.
Key Responsibilities:
- Client Engagement: Utilize your expertise in cash management, credit, investment, and wealth protection to address client inquiries and deliver valuable information. Work alongside your Financial Advisor to help clients achieve their financial objectives.
- Problem Solving: Demonstrate active listening and inquiry skills to understand client needs. Take ownership of client issues and collaborate with colleagues to develop effective solutions.
- Organizational Skills: Maintain client files, schedule appointments, and manage calendars efficiently. Contribute to team success by enhancing productivity and proactively identifying business opportunities.
Who You Are:
- Client-Centric: You prioritize client needs and engage with intention to find optimal solutions.
- Empathetic Communicator: You value diverse perspectives and actively listen to learn from others' experiences.
- Relationship Builder: You thrive on meaningful connections and maintain a diverse network of professional relationships.
- Team-Oriented: You understand the power of collaboration and believe that teamwork can elevate ideas into impactful solutions.
- Continuous Learner: You are driven by a desire to expand your knowledge and possess a strong sense of curiosity.
- Values-Driven: You embody trust, teamwork, and accountability in your professional conduct.
What We Offer:
At CIBC, your aspirations are our priority. We focus on your strengths and ambitions as an employee, creating opportunities for you to realize your potential.
- We recognize your contributions in meaningful ways, including competitive compensation, banking benefits, wellness support, and additional programs designed for employee and family assistance.
- Our workspaces and technological resources are designed to foster collaboration and innovation, enabling us to deliver exceptional solutions for our clients.
Additional Information:
- CIBC is dedicated to fostering an inclusive environment where all team members and clients feel valued. We welcome applicants with diverse abilities and provide an accessible candidate experience.
- Applicants must be legally eligible to work in the specified locations and, where applicable, possess a valid work or study permit.
- We may conduct assessments and skills tests as part of the application process to better understand your qualifications and provide insights into our organization.
Skills Required: Analytical Thinking, Business Development, Client Relationship Management, Customer Experience, Financial Products Knowledge, Post-Sales Support.
At CIBC, we are committed to helping our clients, employees, and stakeholders achieve their goals. Our culture is built on shared values: Trust, Teamwork, and Accountability.
