CIBC
Financial Services
UniversalBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Universal Banker at CIBC. Skills: Client engagement, Relationship building, Leveraging technology. Engage with clients. Recommend products and solutions”
Industry & Context.
Critical thinking skills
Work evenings and weekends, Work at multiple banking centres
What They're Looking For.
Must Have
1 year experience working with clients, Achieving sales results, Current Mutual Funds License
Nice to Have
Prior banking experience
What You'll Do.
Recommend products and solutions
Understand client priorities
Advise clients on solutions
Provide financial plan
Introduce clients to mobile banking
How You'll Work.
Team & Collaboration
Work as one team
Full Job Description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you 'll be doing** As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. _At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time._ **How you 'll succeed** * **Client engagement** – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their goals. * **Relationship building** \- Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities. * **Leveraging technology** \- Become a technology expert. Share your knowledge by introducing clients to our mobile banking app
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