Financial Services Associate Role CIBC Niagara Falls
CIBC
Elevate your career at CIBC as a Financial Services Associate in Niagara Falls, working alongside Relationship Managers to support business clients. Focus on client engagement and financial solutions. Your role will encompass providing vital client support, administrative tasks, and leveraging your knowledge of financial products to foster business growth. You'll build lasting client relationships while being adaptable to work across multiple banking locations. Engaging with clients around their financial strategies will be a key part of your success. Key Responsibilities:
- Engage clients to identify financial growth opportunities
- Prepare and maintain organized client files
- Assist with booking appointments and scheduling
- Address client inquiries regarding financial services
- Collaborate with advisors to help clients achieve goals
- Demonstrated analytical thinking and organizational skills
- Strong background in customer service related roles
- Flexibility to work varied banking hours, including weekends
- Ability to travel between multiple banking centers
- Commitment to enhancing client experiences
Vacancy posted 8 days ago
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