Financial Services Representative II
CIBC based in Newcastle, ON, CA is inviting applications from suitable candidates for the position of Financial Services Representative II. CIBC is a financial stalwart offering comprehensive banking solutions, from personalized banking to investment strategies. As a trusted financial partner, it combines modern technology with a customer-centric approach, facilitating seamless transactions and strategic financial planning. Committed to innovation, CIBC stands as a reliable pillar of financial support, catering to the diverse needs of individuals. The candidates selected for the vacancy will be required to start the work as soon as possible.
Also hiring: Maintenance program coordinator
Job Description:
Employer Name: CIBC
Position: Financial Services Representative II
No of Vacancies: 1
Salary: Salary is not mentioned, $33.00-$40.00 hourly estimated salary
Employment Type: Regular
Location: Newcastle, ON, CA
Weekly Hours: 37.5
Job Requisition Id/Job ID: 2321329
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have a high school diploma or equivalent
Experience: Candidates should have 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 able to demonstrate the ability to work in a banking environment, involving extended periods of standing and using computer terminals
- The candidates should be able to exhibit the capability to handle cash transactions and operate banking equipment
- The candidates should be comfortable providing in-person customer service
Other Requirements:
- The candidates should prioritize our clients, engaging with purpose to find the right solutions
- The candidates should be goal-oriented, motivated by accomplishing their goals, and committed to delivering their best to make a difference
- The candidates should recognize that details matter, demonstrating critical thinking skills that inform their decision-making process by noticing things that others may not
- The candidates should be passionate about people, finding meaning in relationships, and surrounding themselves with a diverse network of partners. They should build trust through respect and authenticity
- The candidates should be certified professionals, holding a current accreditation and maintaining good standing with a Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- The candidates should possess strong communication and interpersonal skills
Responsibilities:
- The candidates should be able to engage with clients, meeting with them to understand their personal and business priorities. They should advise clients on solutions and provide a forward-looking financial plan, utilizing their knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals
- The candidates should engage in relationship-building activities, including marketing and outreach, to demonstrate value to clients and their communities. They should aim to grow their network, deepen existing relationships, and collaborate as one team to ensure clients are connected to the right people and opportunities
- The candidates should become technology experts, sharing their knowledge by introducing clients to our mobile banking applications. They should assist clients in better managing their banking needs through the effective use of technology
- The candidates should be able to provide personalized financial advice and services to clients
- The candidates should be able to process financial transactions accurately and efficiently
- The candidates should be able to assess and fulfill customers’ banking needs
- The candidates should be able to promote and cross-sell banking products and services
- The candidates should be able to ensure compliance with banking regulations, policies, and security procedures
Benefits:
- The candidates will get access to wellbeing support and additional offerings, including employee and family assistance programs and Moment Makers, our social, points-based recognition program
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!