Financial Services Representative II

Financial Services Representative II

Join to apply for the Financial Services Representative II role at CIBC. We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com.

What You'll Be Doing

As a member of the Personal and Business Banking team, you’ll work in a fast‑paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. (To successfully perform the work, you’ll be on‑site full‑time.)

How You'll Succeed

• Client engagement – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward‑looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building – Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology – Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who You Are

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

What You Need To Know

Job Location

Surrey-GrandviewCorners South

Employment Type

Regular

Weekly Hours

37.5

Senior level

Entry level

Skills

Banking, Banking Applications, Building Trust, Business, Business Banking, Business Credit, Business Credit Cards, Business Investments, Business Planning, Business Succession Planning, Cash Management, Client Loyalty, Client Relations, Client Relationship Management, Commercial Mortgages, Critical Thinking, Customer Engagement, Customer Experience (CX), Customer Service, Decision Making, Digital Literacy, Educational Savings Plans, Estate Planning Advice, Face to Face Customer Service, etc.

Referrals

Referrals increase your chances of interviewing at CIBC by 2x.

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