Financial Services Representative - Universal Banker
Description
As a Financial Services Representative - Universal Banker within the Personal and Business Banking team at CIBC, you will proactively engage with clients to understand their personal and business financial needs. Your role involves advising them on suitable solutions, leveraging CIBC's mobile and online banking platforms, and developing forward-looking financial plans. You will also participate in marketing and outreach activities to build and deepen client relationships, grow your network, and ensure clients are connected to appropriate opportunities. Additionally, you will act as a technology expert, introducing clients to mobile banking applications to help them manage their finances more effectively. The role requires flexibility to work banking centre hours, including evenings and weekends, and to work at multiple banking centres within a reasonable travel distance.
What We're Looking For
Proactively engage with clients to understand personal and business priorities,Advise clients on solutions and provide forward-looking financial plans,Utilize knowledge of technology, cash management, credit, investment, and wealth protection,Participate in marketing and outreach activities to build and deepen client relationships,Grow network and ensure clients are connected to the right people and opportunities,Become a technology expert and introduce clients to mobile banking applications,Flexible to work banking centre hours, including evenings and weekends,Flexible to work at multiple banking centres within a reasonable travel distance,Demonstrate 1 year of experience in working with clients and achieving sales results
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada),Prior banking experience in a similar capacity (asset)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s)
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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