Client-Focused Financial Services Representative, Stouffville
Client-Focused Financial Services Representative, Stouffville
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Stouffville L4A, Canada
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Publiée: hier
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Description
Shape meaningful financial futures with CIBC as a Financial Services Representative. Engage clients with tailored advice and solutions, while thriving in a full-time, on-site role.
At CIBC, you'll be part of the Personal and Business Banking team in a dynamic banking centre. Your focus on client engagement will help you understand their financial goals, allowing you to provide expert recommendations. This full-time on-site role requires flexibility, including evening and weekend hours as well as travel to multiple banking centres within a reasonable distance.
Key Responsibilities:• Engage with clients to prioritize their financial objectives • Advise on cash management, credit, and investment solutions • Foster relationships through marketing and outreach activities • Share knowledge of mobile banking applications with clients • Collaborate effectively as partof a dedicated team
Requirements:• 1 year of client service experience with proven sales results • Current Mutual Funds License or equivalent certification • Strong attention to detail and critical thinking skills • Passion for building relationships and continuous learning • Flexibility to work evenings and weekends
Make a difference in clients' lives by delivering personalized banking solutions that empower their financial success. #J-18808-Ljbffr
At CIBC, you'll be part of the Personal and Business Banking team in a dynamic banking centre. Your focus on client engagement will help you understand their financial goals, allowing you to provide expert recommendations. This full-time on-site role requires flexibility, including evening and weekend hours as well as travel to multiple banking centres within a reasonable distance.
Key Responsibilities:• Engage with clients to prioritize their financial objectives • Advise on cash management, credit, and investment solutions • Foster relationships through marketing and outreach activities • Share knowledge of mobile banking applications with clients • Collaborate effectively as partof a dedicated team
Requirements:• 1 year of client service experience with proven sales results • Current Mutual Funds License or equivalent certification • Strong attention to detail and critical thinking skills • Passion for building relationships and continuous learning • Flexibility to work evenings and weekends
Make a difference in clients' lives by delivering personalized banking solutions that empower their financial success. #J-18808-Ljbffr
Informations clefs
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Nom de l’entrepriseCIBC
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Titre de posteClient-Focused Financial Services Representative
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Informations supplémentaires sur l’annonce
Client-Focused Financial Services Representative est visible sur Locanto dans la rubrique Whitchurch-Stouffville Autres métiers.
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