Financial Services Representative II
CIBC based in Waterloo, ON is inviting applications from suitable candidates for the position of Financial Services Representative II. CIBC is a leading financial institution offering a wide range of banking and financial services. CIBC provides personalized banking solutions for individuals and businesses. CIBC serves as a trusted partner in financial management for the Waterloo community and beyond. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: CIBC
Position: Financial Services Representative II
No of Vacancies: 1
Salary: Salary is not mentioned, $15.00-$20.00 hourly estimated salary
Employment Type: Temporary (Fixed Term)
Location: Waterloo, ON, CA
Job Location: Waterloo-Conestoga Banking Cen
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2407121
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should 1 year of experience in working with clients and achieving sales results. Prior banking experience in a similar capacity is an asset
Physical Requirements:
- The candidates should be flexible to work our banking centre hours, which may include evenings and weekends
- The candidates should be flexible to work at multiple banking centres within a reasonable travel distance to help deliver a great client experience
Other Requirements:
- The candidates should put our clients first, engaging with purpose to find the right solutions and going the extra mile because it’s the right thing to do
- The candidates should be goal-oriented and motivated by accomplishing their goals and delivering their best to make a difference
- The candidates should understand that details matter, possessing critical thinking skills that inform their decision-making process
- The candidates should be passionate about people, finding meaning in relationships, and surrounding themselves with a diverse network of partners while building trust through respect and authenticity
- The candidates should have a love for learning, being passionate about growing their knowledge and understanding that there is no limit to what they can achieve
- The candidates should be certified professionals with current accreditation and a good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- The candidates should bring their real selves to work and living by our values – trust, teamwork, and accountability
- The candidates should have expertise in client relationship management, customer experience (CX), and digital literacy
- The candidates should possess knowledge in financial products, goal planning, and group problem-solving
- The candidates should have experience with outbound calls, understanding regulatory requirements, and be results-oriented
Responsibilities:
- The candidates should be able to work in a fast-paced Banking Centre where they’ll make a meaningful difference in our clients’ lives as a member of the Personal and Business Banking team
- The candidates should be able to 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 as a Financial Services Representative
- The candidates should be able to meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan as part of client engagement
- The candidates should be able to use their knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals during client engagement
- The candidates should be able to engage in marketing and outreach activities to show clients they value them and their communities as part of relationship building
- The candidates should be able to grow their network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities during relationship building
- The candidates should be able to become a technology expert and share their knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs by leveraging technology
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!