Drive financial success for clients as a Client-Focused Financial Associate at CIBC in Vancouver. Enhance banking experiences by providing tailored advice and services to valuable clients.
In this full-time role with the Imperial Service Team at CIBC, you'll combine your knowledge of financial products with excellent client interaction. Partner with Financial Advisors to help clients meet their financial goals while proactively identifying opportunities for business growth. Your contributions will be essential to CIBC's mission of being relationship-oriented.
Key Responsibilities:
• Assist clients with information on financial products
• Collaborate with Financial Advisors to strategize client goals
• Prepare and organize client-related documentation
• Improve team productivity by uncovering opportunities
• Address and resolve client issues with care
Requirements:
• Experience in customer service in the financial sector
• Strong interpersonal and analytica...