As a Universal Banker, you will proactively engage with clients, leveraging CIBC's best-in-class mobile and online banking options to recommend the right products and solutions
Job Summary
As a Universal Banker, you will proactively engage with clients, leveraging CIBC's best-in-class mobile and online banking options to recommend the right products and solutions.
You will meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.
Matching Summary
As a Universal Banker, you will proactively engage with clients, leveraging CIBC's best-in-class mobile and online banking options to recommend the right products and solutions.
Skills & Requirements
Must-have
Client engagement and advice
Leveraging mobile and online banking
Relationship building and outreach
Technology expertise for clients
Full-time on-site work
Nice-to-have
Goal-oriented and detail-focused
Passionate about people and learning
Authentic and respectful communication
Proactive client engagement
Key Requirements
1 year experience in client work and sales results
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)