Universal Banker I
Description
The Universal Banker I role at CIBC is part of the Personal and Business Banking team, focusing on client engagement within a banking center. Responsibilities include understanding client financial priorities, recommending suitable products and solutions, providing financial planning, and leveraging technology to enhance the client banking experience.
What We're Looking For
Proactively engage with clients to understand their personal and business priorities.,Advise clients on financial solutions and develop forward-looking 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.,Collaborate with team members to connect clients with relevant opportunities.,Educate clients on mobile banking applications to improve their banking management.
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,Minimum 1 year of experience working with clients and achieving sales results.,Prior banking experience in a similar capacity (considered an asset).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week (may include evenings and weekends)
Benefits
Special Commitments
Must be flexible to work at multiple banking centres within a reasonable travel distance; Must be flexible to work banking centre hours which may include evenings and weekends.
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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