Financial Services Representative II - Maple Ridge
Maple Ridge, BC, CANADA
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Real opportunity to grow
As one of Canada's largest employers, CIBC offers a variety of career opportunities. Our people are the key to achieving our vision of being the leader in client relationships, which is why we work hard to create an environment where all employees can excel.
We are proud to have been recently recognized as Strongest Bank in Canada, Strongest Bank in North America, and third Strongest in the world. We have also been named one of Canada's Best Diversity Employers, a Best Employer for New Canadians, one of Canada's 10 Most Admired Corporate Cultures and one of the 50 Most Socially Responsible Corporations in Canada. In addition, we have eight strong Employee Affinity Networks focused on supporting the professional and personal development of more than 3,000 members
Take a moment to picture yourself working for one of Canada's leading financial institutions, where a spectrum of possible career paths offers you remarkable choice, flexibility - and a real opportunity to grow.
Explore the possibilities
Financial Services Representative II - Maple Ridge
Business Unit Description: Retail Markets provides a full range of financial products and services to almost 11 million personal, business and wealth clients, as well as investment management services globally to retail and institutional clients.
CIBC Retail Markets has a broad distribution network serving clients through close to 1,100 branches, as well as CIBC Wood Gundy offices and President's Choice Financial in-store pavilions. Clients also have 24/7 access to telephone banking, online and mobile banking and online brokerage, as well as to Canada's second largest ABM network.
Relevant Job Criteria: 1. Resumes must be submitted online only, through the (RMS) Recruitment Management System.
2. Late submissions will not be accepted.
3. If you are a CIBC employee and wish to refer someone for this position, please register your referral as per the Talent Scout guidelines. Your referral must apply through the website.
4. CIBC thanks all applicants for their interest however only those selected for an interview will be contacted.
Job Overview: Imagine you've just helped someone with his or her first car loan and they've given you something equally important, a smile that says you've made their dream come true. At CIBC, you'll enjoy an exciting sales and service career that's very rewarding, where you're making a difference in our clients' lives every day. So if you haven't thought about a career with CIBC, think again.
You're a results-oriented team player who is able to identify client needs and promote, sell and deliver a wide range of personal banking products and services to meet client needs. Continuously exceeding client expectations, you build lasting client relationships, and always take the initiative to assess their needs and offer the right financial solutions. Your understanding of sales and service techniques is vital to promote products and services in a highly competitive market.
Key Accountabilities/Activities: 1. Provide an exceptional experience for new and walk-in clients by responding to client-initiated requests and by identifying clients' needs through Financial Health Check conversations. 2. Identify and meet the immediate basic needs of personal and small business clients and make referrals to colleagues when appropriate. 3. Plan daily and weekly activities to achieve business goals. . Based on current situation, risk profile, time horizon, etc., recommend a full range of solutions (banking, credit , investment and wealth protection) to meet clients' short term needs as well as longer term plan and goals 4. Proactively call and book appointments with personal and small business clients based on leads and referrals to ensure client needs are met. 5. Accurately capture and validate clients' personal and financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures. 6. Authorize sales and service transactions and act as joint custodian for cash and securities. 7. Act as Branch Manager during his/her absences, as required.
Attributes: Service oriented Thorough Strong interpersonal understanding Initiative Results orientation Teamwork and partnering
Requirements: CIFC (either Canadian Investment Funds or Investment Funds Canada) or CSC required by six months from start date
At CIBC, we're committed to providing employees with fair and competitive compensation that reflects individual contribution, business performance and related markets. Our total compensation programs are comprised of direct and indirect components. Together they reward employee capability and performance and promote employee well-being.
Employee Share Purchase Plan
Employee Banking Offer
At CIBC, there are formal and informal methods available to acknowledge employee and team contributions throughout the year. Formal recognition programs recognize outstanding performance by individuals and teams at CIBC. CIBC's formal programs include the CIBC Achievers Program, eAchievers and the Chairman's Council and President's Council Awards in Wood Gundy. We developed these programs to reward those who demonstrate our core values of Trust, Teamwork and Accountability.