Representative with Multiple Responsibilities

2 months ago


Cornwall, Canada CIBC Full time
About the Role

We are seeking a highly skilled and motivated Representative with Multiple Responsibilities to join our team at CIBC. As a key member of our organization, you will play a critical role in delivering exceptional customer service and driving business growth.

Key Responsibilities
  • Client Mobilization - Meet with clients to understand their personal and business priorities, provide guidance on possible solutions, and establish a long-term financial plan. Utilize your knowledge of cash management, credit, investment, and asset protection to help clients achieve their goals.
  • Relationship Building - Participate in marketing and outreach activities to demonstrate to clients that their community and customer relationships are valued. Expand your network, deepen existing relationships, and collaborate with others to connect clients with the right people and opportunities.
  • Technology Expertise - Become a specialist in our technologies. Share your knowledge with clients to help them better manage their financial needs.
Requirements
  • Client Focus - Prioritize clients' needs. Communicate to find solutions. Exceed expectations because it's the right thing to do.
  • Goal-Oriented Approach - Motivated by achieving goals. Give your best to contribute more.
  • Attention to Detail - Notice things others don't. Your critical thinking contributes to informed decision-making.
  • People Person - Find meaning in relationships with others. Your network is diverse, and your approach is respectful and authentic.
  • Love to Learn - Acquiring knowledge excites you. You're curious.
  • Professional Certification - Hold a current and compliant certification in mutual funds (pass the Canadian Securities Course or the Canadian Investment Funds Course).
  • Experience - Have at least one year of experience in client-facing roles and sales performance. Prior banking experience in a similar role is an asset.
  • Values Alignment - Embody our values of trust, teamwork, and accountability.
About CIBC

CIBC is committed to creating a workplace that is inclusive and accessible to all employees and clients. We strive to provide a work environment that is free from barriers and where everyone feels valued and respected. If you require an accommodation, please let us know.

CIBC is an equal opportunities employer and welcomes applications from diverse candidates. We are committed to building a workforce that reflects the diversity of our clients and communities.



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