Cibc Financial Services Associate Brampton

Elevate client interactions as a Financial Services Associate with CIBC in Brampton. Collaborate with Financial Advisors to deliver tailored financial solutions and build lasting relationships.

As a key member of the Personal and Business Banking Team, you'll engage with high-value clients to help them achieve their financial goals. You'll leverage expertise in cash management, credit, and investment products while performing administrative tasks to enhance team productivity and client outreach.

Key Responsibilities

• Engage clients to answer questions on financial products
• Collaborate with Financial Advisors to meet client needs
• Participate in marketing and outreach activities
• Prepare client files and maintain schedules
• Proactively identify business opportunities

Requirements

• 1 year of client-facing experience with sales results
• Prior banking experience preferred
• Goal-orie...