Universal Banker
Description
As a Universal Banker in the Personal and Business Banking team, you will proactively engage with clients to understand their financial priorities and recommend suitable CIBC products and solutions, including mobile and online banking options, to help them achieve financial success. The role involves working in a fast-paced Banking Centre, potentially across multiple locations, and requires flexibility for evening and weekend shifts. You will focus on client engagement, relationship building, and leveraging technology to enhance the client experience.
What We're Looking For
Meet with clients to understand personal and business priorities, advise on solutions, and provide financial plans.,Utilize knowledge of technology, cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Work collaboratively with the team to connect clients with appropriate resources.,Become proficient in mobile banking applications and educate clients on their use.,Flexibility to work banking centre hours, including evenings and weekends.,Flexibility to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
1 year experience in working with clients and achieving sales results.,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, flexible (may include evenings and weekends)
Benefits
Special Commitments
Must be flexible to work banking centre hours (evenings and weekends),Must be flexible to work at multiple banking centres within a reasonable travel distance
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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