People
UniversalBanker
“Universal Banker at People. Skills: Client engagement, Relationship building, Leveraging technology. Proactively engage with clients. Leverage CIBC’s best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial success”
What You'll Achieve.
Achieving sales results; Help clients meet their goals; Grow your network; Deepen existing relationships; Deliver your best to make a difference
Industry & Context.
Critical thinking skills help to inform your decision making
Flexible to work our banking centre hours which may include evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance, Legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit, May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process
What They're Looking For.
Must Have
1 year experience in working with clients and achieving sales results, Current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Nice to Have
Prior banking experience in a similar capacity
What You'll Do.
Proactively engage with clients
Leverage CIBC’s best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial success
Meet with clients to understand their personal and business priorities
Advise them on solutions
Provide a forward-looking financial plan
Engage in marketing and outreach activities
Introduce clients to our mobile banking applications
Help clients better manage their banking needs
How You'll Work.
Team & Collaboration
Work as one team to ensure clients are connected to the right people and opportunities
Applying for this Universal Banker role?
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