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Relationship Manager

2 months ago

SaintJeansurRichelieu, Quebec, Canada CIBC Full time
Job Description

Job Title: Relationship Manager

Job Summary: As a Relationship Manager at CIBC, you will be responsible for fostering key relationships with clients, understanding their financial and personal goals, and providing tailored service to help them achieve their financial success.

  • Meet with clients to understand their priorities and advise on solutions.
  • Use knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals.
  • Engage in marketing and outreach activities to show clients you value them and their communities.
  • Become a technology expert and share knowledge with clients to help them better manage their banking needs.

Key Requirements:

  • You put our clients first and engage with purpose to find the right solutions.
  • You're goal-oriented and motivated by accomplishing your goals and delivering your best.
  • You know that details matter and notice things that others don't.
  • You're passionate about people and find meaning in relationships.
  • You love to learn and grow your knowledge.
  • You're a certified professional with a Mutual Funds License and 1 year experience in working with clients and achieving sales results.