Serve High River clients on-site with financial advice, banking products, and attentive customer service at CIBC. Support everyday banking needs with accuracy and care.
As a full-time Financial Services Representative, you will identify client needs and recommend suitable banking products and services. Your work spans everyday banking, credit solutions, investments, insurance options, consultations, transactions, and account maintenance. You will also support client relationships through proactive follow-up.
Key Responsibilities:
- Conduct consultations to identify clients' financial needs
- Offer banking products, credit solutions, investments, and insurance options
- Process transactions and open or maintain client accounts
- Follow up proactively to deepen relationships and ensure satisfaction
- Meet branch sales and service goals while following requirements
Requirements:
- Knowledge of finance and financial services products
- Understanding of investments and basic investment products
- Customer service experience building relationships and resolving issues
- Effective communication with diverse clients in person
- Digital banking and basic computer application proficiency
Bring financial knowledge, relationship-building, and accurate service to CIBC clients as a Financial Services Representative in High River.
Financial Services Representative High River employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
