Financial Services Representative
- High River, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Company Description CIBC is a leading Canadian financial institution committed to helping clients achieve their goals through reliable, flexible banking solutions. The organization offers innovative tools and services designed around client priorities, enabling individuals and businesses to bank when and how they prefer. Team members work in a culture grounded in innovation, trust, teamwork, and accountability, supported by a focus on client success. CIBC has been recognized as a top employer in Canada, providing opportunities for growth, development, and collaboration with talented colleagues across the country.
Role Description The Financial Services Representative is a full-time, on-site role based in High River, AB. In this position, the representative supports clients by identifying their financial needs, offering appropriate banking products and services, and providing tailored advice on everyday banking, credit solutions, investments, and insurance options. Day-to-day responsibilities include conducting client consultations, processing transactions, opening and maintaining accounts, and proactively following up with clients to deepen relationships and ensure satisfaction. The role also involves meeting individual and branch sales and service goals, adhering to regulatory and compliance requirements, and collaborating with colleagues to deliver an excellent and inclusive client experience.
Qualifications
Role Description The Financial Services Representative is a full-time, on-site role based in High River, AB. In this position, the representative supports clients by identifying their financial needs, offering appropriate banking products and services, and providing tailored advice on everyday banking, credit solutions, investments, and insurance options. Day-to-day responsibilities include conducting client consultations, processing transactions, opening and maintaining accounts, and proactively following up with clients to deepen relationships and ensure satisfaction. The role also involves meeting individual and branch sales and service goals, adhering to regulatory and compliance requirements, and collaborating with colleagues to deliver an excellent and inclusive client experience.
Qualifications
- Strong knowledge of Finance and Financial Services, with the ability to explain products and solutions clearly to clients.
- Understanding of Investments and basic investment products to support clients in reaching their financial goals.
- Experience in Customer Service, with proven ability to build relationships, resolve issues, and deliver client-focused solutions.
- Familiarity with Insurance products and their role in comprehensive financial planning.
- Effective communication and interpersonal skills, with the ability to engage diverse clients in person.
- Sales aptitude, goal orientation, and comfort working with performance targets in a branch environment.
- Attention to detail, strong organizational skills, and the ability to handle multiple tasks while maintaining accuracy.
- Proficiency with digital banking tools and basic computer applications.
- Previous experience in retail banking or financial services is an asset.
- Post-secondary education in business, finance, or a related field is preferred, or equivalent experience.
More about this job
Responsibilities
Consult with clients to identify their financial needs, recommend suitable banking, credit, investment, and insurance solutions, and process transactions and account services. Follow up to strengthen client relationships, meet branch sales and service goals, comply with regulations, and collaborate with colleagues to provide an excellent client experience.
Requirements
Candidates should have financial services knowledge, familiarity with investments and insurance, and customer service, communication, and sales abilities. Strong organization, attention to detail, digital tool proficiency, and the ability to manage multiple tasks are expected; related post-secondary education is preferred, and prior banking experience is an asset.
Skills
- Financial Services
- Banking Products
- Financial Advice
- Investment Products
- Insurance Products
- Customer Service
- Client Relationship Building
- Sales
- Communication
- Interpersonal Skills
- Regulatory Compliance
- Transaction Processing
- Account Management
- Organization
- Attention To Detail
- Digital Banking Tools
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Sales
Keywords
- Financial Services
- Retail Banking
- Everyday Banking
- Credit Solutions
- Investments
- Investment Products
- Insurance
- Financial Planning
- Customer Consultations
- Transaction Processing
- Account Opening
- Account Maintenance
- Sales Goals
- Service Goals
- Regulatory Compliance
- Digital Banking
- Customer Service
- Client Satisfaction
- Inclusive Client Experience