Financial Services Representative II (Fintech)

Financial Services Representative II

Company

CIBC

Conditions

5 hours agoJunior Edmonton, AB Onsite Full Time Customer Support Jobs by CIBC

CIBC CIBC is a Canadian banking company providing personal, business, commercial, wealth-management, investment, lending, payment, and insurance services. It serves individual consumers, businesses, commercial clients, and institutional investors. Distributed Projects CIBC Rewards Customer Engagement Platform CIBC Investor's Edge Service Provider CIBC Global Asset Management Service Provider About CIBC CIBC operates a broad financial-services business with banking centres, online and mobile banking, bank accounts, credit cards, mortgages, loans, lines of credit, investments, money transfers, and insurance products. It also provides business and commercial banking, private wealth, Imperial Service, capital markets, and asset-management services. Its clients include personal banking customers, students, newcomers, seniors, businesses, commercial organizations, and institutional investors. View jobs by CIBC

Skills

Cash Management Client Service Credit Customer Experience Digital Literacy Financial Products Goal Planning Investment Mobile Banking Outbound Calls Regulatory Requirements Wealth Protection

About the Role

You will work in a fast-paced Banking Centre and foster key relationships with clients. You will understand clients' financial and personal goals, provide informative and tailored service, and recommend the right products and solutions. You will meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. You will use your knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals. You will engage in marketing and outreach activities, introduce clients to mobile banking applications, and work flexible hours including evenings and weekends. You may also support clients at multiple banking centres within a reasonable travel distance.

Requirements

• 1 year of experience working with clients and achieving sales results
• Current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) in good standing
• Prior banking experience in a similar capacity is an asset

Responsibilities

• Foster and maintain client relationships
• Understand clients' financial and personal goals
• Provide informative and tailored service
• Recommend banking products and solutions
• Meet with clients to advise on financial plans
• Apply knowledge of cash management, credit, investment, and wealth protection
• Engage in marketing and outreach activities
• Deepen existing client relationships
• Introduce clients to mobile banking applications
• Work flexible hours across multiple banking centres as needed

Benefits

• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers social recognition program
• Purpose Day paid day off

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