As a Universal Banker, you will proactively engage with clients and leverage 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 and leverage 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 and leverage CIBC’s best-in-class mobile and online banking options to recommend the right products and solutions.
Skills & Requirements
Must-have
Client engagement and relationship building
Leveraging technology for client needs
Understanding financial products
Achieving sales results
Client-first approach
Nice-to-have
Goal-oriented and motivated
Detail-oriented with critical thinking
Passionate about people and learning
Values trust, teamwork, and accountability
Key Requirements
1 year experience in working with clients
Achieving sales results
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)