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
Job Summary
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.
Engage in marketing and outreach activities to show clients you value them and their communities.
We aspire to give you a career, rather than just a paycheck.
Matching Summary
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.
Skills & Requirements
Must-have
Client engagement and relationship building
Leveraging technology for client needs
Proactive client engagement
Sales results achievement
Nice-to-have
Goal oriented and detail-oriented
Passionate about people and learning
Values driven and authentic
Key Requirements
1 year experience working with clients
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)