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.
At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential, recognizing employees in meaningful ways.
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 mobile and online banking
understanding financial products and solutions
marketing and outreach activities
Nice-to-have
goal oriented and detail oriented
passionate about people and learning
critical thinking and decision making
authenticity and respect in relationships
Key Requirements
1 year experience in working with clients
achieving sales results
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)