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Financial Services Representative II

2 months ago

Kemptville, Ontario, Canada CIBC Full time
About CIBC

CIBC is a leading financial institution that values its relationships with clients and employees. We are committed to creating a workplace that is inclusive and accessible to all.

Job Summary

We are seeking a Financial Services Representative II to join our team in Kemptville. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, understanding their financial goals and objectives, and providing personalized financial solutions to meet their needs.

Key Responsibilities
  • Client Relationship Management - Meet with clients to understand their financial priorities and goals, provide guidance on financial solutions, and develop a long-term financial plan.
  • Business Development - Participate in marketing and outreach activities to build relationships with clients and promote CIBC's products and services.
  • Technical Expertise - Stay up-to-date with industry trends and technologies, and provide expertise to clients on CIBC's financial products and services.
Requirements
  • Client Focus - Prioritize client needs and provide exceptional service.
  • Results-Oriented - Meet or exceed sales targets and client satisfaction goals.
  • Attention to Detail - Ensure accuracy and attention to detail in all client interactions.
  • Communication Skills - Effectively communicate with clients and colleagues to build strong relationships.
  • Professionalism - Demonstrate a high level of professionalism and integrity in all interactions.
  • Adaptability - Be flexible and adaptable in a fast-paced environment.
  • Continuous Learning - Stay up-to-date with industry trends and best practices.
What We Offer

CIBC offers a competitive compensation package, including a salary, bonus, benefits, and opportunities for career growth and development. We are committed to creating a workplace that is inclusive and accessible to all.

How to Apply

If you are a motivated and results-driven individual who is passionate about building strong relationships with clients, we encourage you to apply for this exciting opportunity.