CICBC: CIBC Is Currently Hiring Financial Services Representative – Vancouver, BC

CIBC is urgently hiring Financial Services Representatives. Continue reading to see exactly how to apply.

Job Title: Financial Services Representative
Location: Vancouver, BC
Shift: Morning, Night, Overnight
Wage: $22.60/Hour

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives.

As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.

You’re flexible enough to work our banking centre hours, which may include evenings and weekends. To help deliver a great client experience, you’re flexible enough to work at multiple banking centres within a reasonable travel distance.

At CIBC, we enable the work environment to be optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you’ll succeed at CIBC

• Client engagement: Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building: Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology: Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them better manage their banking needs.

Who you are at CIBC

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.

What skills and qualities are important for a Personal Banking Associate at CIBC?

A Personal Banking Associate plays a crucial role in the financial industry, serving as a front-line representative for a bank or financial institution. To be successful in this role, individuals should possess a combination of skills and qualities that enable them to effectively interact with clients and manage various financial transactions. Here are some important skills and qualities for a Personal Banking Associate:

Customer Service Skills:

1. Exceptional communication skills to interact with clients professionally.
2. Ability to build and maintain positive relationships with customers.
3. Patience and empathy to understand and address customer concerns.

Financial Knowledge:

1. Understanding of basic financial principles and banking products.
2. Ability to explain and promote various banking services, such as savings accounts, loans, and investment options.
3. Stay updated on industry trends and changes in financial regulations.

Attention to Detail:

1. Accuracy in processing financial transactions and maintaining records.
2. Thoroughness in reviewing customer documentation and ensuring compliance with banking policies.

Sales and Cross-Selling:

1. Proven sales skills to promote and cross-sell banking products to customers.
2. Ability to identify opportunities for upselling and recommending suitable financial solutions.

Problem-Solving Skills:

1. Quick and effective problem-solving abilities to address customer issues.
2. Ability to navigate and resolve technical or procedural challenges.

Who can apply to this CIBC job?

The employer accepts applications from:

• Canadian citizens and permanent or temporary residents of Canada.
• Other candidates with or without a valid Canadian work permit.

How to apply
Online: Apply On Company WebSite

What education and certification are required to become a Personal Banking Associate?

The specific education and certification requirements for a Personal Banking Associate can vary depending on the employer and the jurisdiction. However, here are some general guidelines that are commonly observed in the banking industry:

Education:

Minimum Educational Requirement:

• A high school diploma or equivalent is typically the minimum educational requirement for entry-level positions as a Personal Banking Associate.

Preferred Education:

• Many banks prefer candidates with a bachelor’s degree in finance, business administration, economics, or a related field.
• Having a degree can make candidates more competitive and provide a deeper understanding of financial concepts.

Certifications:

Banking Certifications:

While not always mandatory, obtaining relevant certifications can enhance your credentials. Certifications from reputable organizations such as the American Bankers Association (ABA) or the Institute of Banking Personnel Selection (IBPS) can be beneficial. Examples include:Certified Bank Teller (CBT)
Certified Personal Banker (CPB)
Certified Retail Banker (CRB)
Financial Industry Regulatory Authority (FINRA) Licenses:

Depending on the specific duties of the role, individuals may need to obtain certain licenses. Common licenses include:Series 6: Allows individuals to sell mutual funds and variable annuities.
Series 7: General securities representative license, often required for roles involving the sale of a broad range of securities.
Additional Certifications:

Depending on the focus of the bank and the services it offers, additional certifications may be valuable. For example: Certification in Anti-Money Laundering (AML)
Certification in Customer Relationship Management (CRM)
It’s important to note that the specific requirements can vary by country and region, and banks may have their own preferences and criteria. Additionally, some banks provide on-the-job training for entry-level positions, and relevant work experience can sometimes be considered in lieu of formal education.

Prospective candidates should review job postings from banks in their area to understand the specific requirements for Personal Banking Associate positions and tailor their education and certification pursuits accordingly. Networking within the industry and seeking advice from professionals currently working in personal banking can also provide valuable insights.

What is the work environment like for a Personal Banking Associate at CIBC?

• The work environment for a personal banking associate is typically an office setting within a bank or financial institution. Here are some key aspects of the work environment for a personal banking associate:

Bank Branch Setting:

• Personal banking associates usually work in a bank branch, interacting directly with customers who visit the branch for various financial services.

Customer-Facing Role:

• A significant portion of the job involves direct interaction with customers. Personal Banking Associates assist customers with various banking transactions, address inquiries, and provide information about financial products and services.

Office Space:

• The work is generally conducted in an office space within the bank branch. Personal Banking Associates may have their own desks or workstations equipped with computers, phones, and other necessary tools.

Collaboration with the Team:

• Personal Banking Associates often collaborate with other bank employees, including tellers, managers, and specialists in areas such as lending or investment services. Teamwork is essential for providing comprehensive financial solutions to customers.