Financial Services Representative at CIBC, Penticton

Elevate client experiences as a Financial Services Representative with CIBC in Penticton. This role empowers you to foster relationships and tailor financial solutions to help clients achieve their goals.

In this full-time position within our Personal and Business Banking team, you will engage clients, understand their unique financial priorities, and offer expert advice on various banking products. You will work onsite to build lasting relationships and leverage technology to enhance client interactions. Flexibility is key, as you may also support multiple banking centres for optimal service delivery.

Key Responsibilities:• Engage clients to determine personal and business goals • Provide tailored financial solutions and plans • Conduct marketing activities to expand client relationships • Introduce clients to digital banking solutions • Foster a collaborative team environment

Requirements:• 1 year of client service experience required • Accredited and in good standing with Mutual Funds License • Strong goal orientation with excellent critical thinking • Demonstrated commitment to values and teamwork • Flexibility to work banking centre hours

Be part of CIBC's mission to provide exceptional service and contribute to clients' financial success. #J-18808-Ljbffr