Financial Services Representative II - St. Clair/Erie District, Intake Job Listing at CIBC in Chatham, CA-ON

Finance, Banking

CIBC is a leading Canadian-based global financial institution.
Through our three major businesses – Retail and Business Banking,
Wealth Management and Wholesale Banking – we provide a full range
of financial products and services to 11 million individual, small
business, commercial, corporate and institutional clients in Canada
and around the world. We invest in our businesses, our
clients, our people and our communities to deliver consistent and
sustainable earnings to our shareholders.  To learn more about
CIBC’s Lines of Business, please visit our website.
 
CIBC focuses on what matters to our employees – access to career
and development opportunities, safe and healthy workplaces,
effective training, and positive work-life balance – so that
employees are able to perform at their best, contribute to their
communities and focus on cultivating deeper relationships with our
clients.
 
Every year, CIBC is recognized for its business success, community
commitment and employee initiatives.  We are proud of this
success
and are committed to creating an inclusive workplace and an
environment where all employees can excel.
To learn more about CIBC and the CIBC Group of Companies please
visit CIBC.com.

Job Overview
Imagine you’ve just helped a young couple with the purchase oftheir first home and they’ve given you something equally important,a smile that says thank you for helping them take the right stepsto achieve their goals and aspirations. At CIBC, you’ll enjoy anexciting sales and service career that’s very rewarding, whereyou’re making a difference in our clients’ lives every day. So ifyou haven't thought about a career with CIBC, think again.

Using proven sales and service skills, you will be able to providean exceptional experience for new and walk-in clients. Your abilityto understand and meet client needs will be key to yoursuccess.

To help you determine whether this position is a match to yourskills and interests, please take approximately 90 seconds to watchthe following Job Preview Video
Job Requirements
–         To provide anexceptional experience for new and existing clients by identifyingtheir needs through the utilization of CIBC Financial tools
–         Will be requiredto plan business activities to meet weekly sales, service andreferral targets for personal and small business clients
–         Will beresponsible for proactively initiating phone calls to bookappointments with clients to discuss their needs and to offerfinancial solutions
–         Accountable foraccurately capturing and validating clients’ personal and financialinformation, ensuring all documentation is completed in accordancewith CIBC policies and procedures
–         Act as BranchManager during his/her absence
–         Demonstrate astrong code of ethics while adhering to and protecting clientprivacy
What We’re Looking For
–         Successfulcandidates must exhibit CIBC’s values of trust, team work, andaccountability
–         Must have CIFC orCSC prior to or within 6 months of start date
–         Must have priorprofessional experience working towards and achieving salestargets
–         Must haveinitiative and the ability to build strong relationships
–         Should beorganized and detail oriented
What You Should Know
–         Must be availableto work evenings and weekends (Saturdays & Sundays)
–         Location: must bemobile and flexible to Chatham Ontario and area