This role within the Personal and Business Banking team focuses on delivering a great client experience in a banking centre. The Universal Banker will proactively engage with clients, understand their financial priorities, and recommend suitable CIBC products and digital solutions to help them achieve their financial goals. This position requires flexibility to work varied hours, including evenings and weekends, and at multiple banking centres within a reasonable travel distance.
Proactively engage with clients to understand personal and business priorities.,Advise clients on financial solutions and provide forward-looking financial plans.,Leverage CIBC's mobile and online banking options.,Use knowledge of technology, cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities.,Grow network and deepen existing client relationships.,Introduce clients to mobile banking applications.,Be flexible to work banking centre hours, which may include evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.
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).
37.5 hours/week; flexible, including evenings and weekends.
Must be flexible to work banking centre hours, including evenings and weekends.,Must be flexible to work at multiple banking centres within a reasonable travel distance.,Must be legally eligible to work at the specified location(s) and, where applicable, have a valid work or study permit.
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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