Job Profile: Financial Services Representative II
Company Name: CIBC US
CIBC US
• Sherwood, AR, United States
• via LinkedIn
• 14 hours ago
• Full–time
• No Degree Mentioned
Job highlights
Identified by Google from the original job post
Qualifications
- You’re goal oriented
- You’re motivated by accomplishing your goals and delivering your best to make a difference
- You notice things that others don’t
- Your critical thinking skills help to inform your decision making
- You’re passionate about people
- You find meaning in relationships, and surround yourself with a diverse network of partners
- You build trust through respect and authenticity
- You love to learn
- You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve
- You’re a certified professional
- You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- You can demonstrate 1 year experience in working with clients and achieving sales results
- It’s an asset if you have prior banking experience in a similar capacity
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office)
- Confidence, Digital Literacy, Establishing and Maintaining Interpersonal Relationships (Inactive), Face to Face Customer Service, Influencing Others (Inactive), Outbound Calls, Proactive Approach, Resolving Conflicts and Negotiating with Others (Inactive)
Benefits of CIBC US
- We aspire to give you a career, rather than just a paycheck
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
- Subject to plan and program terms and conditions
Responsibilities
- 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
- At CIBC we enable the work environment most optimal for you to thrive in your role
- To successfully perform the work, you’ll be on-site full-time
- 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
- You put our clients first
- You engage with purpose to find the right solutions
Job Description for CIBC US
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
You will work in a fast-paced banking center as a member of the Personal and Business Banking team, where you will significantly impact the lives of our clients. In your role as a Financial Services Representative, you will cultivate important customer relationships, comprehend their financial and personal objectives, offer enlightening and customized assistance, and suggest the best goods and solutions that will contribute to their financial prosperity. You can work our banking center’s flexible hours, which may include weekends and evenings. You’re willing to work at several banks locations within an acceptable travel distance in order to contribute to providing a wonderful client experience.
At CIBC, we provide the best possible work environment so that you may succeed in your position. You will be on-site full-time in order to complete the assignment properly.
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
• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your objectives come first. As an employee, we begin with your goals and strengths, and we work to provide you with opportunity to reach your full potential. Instead of just giving you a paycheck, our goal is to provide you a career.
• Competitive pay, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellness support, and MomentMakers, our social, point-based recognition program are just a few of the meaningful, individualized ways we strive to show our appreciation for you. Our facilities and technology arsenal will make it easy to connect brilliant minds and produce ground-breaking solutions that benefit our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
• Subject to plan and program terms and conditions
What You Need To Know
• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
Sherwood Park-1020 Sherwood Dr
Employment Type
Regular
Weekly Hours
37.5
Skills
Confidence, Digital Literacy, Establishing and Maintaining Interpersonal Relationships (Inactive), Face to Face Customer Service, Influencing Others (Inactive), Outbound Calls, Proactive Approach, Resolving Conflicts and Negotiating with Others (Inactive)
