Universal Banker I

CIBC

Lethbridge, Canada
Client engagement and relationship building
Leveraging mobile and online banking
Financial planning and advising
As a Universal Banker, you will proactively engage with clients to recommend products and solutions that will help their financial success

Job Summary

  • As a Universal Banker, you will proactively engage with clients to recommend products and solutions that will help their financial success.
  • You will meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and an employee share purchase plan.

Matching Summary

As a Universal Banker, you will proactively engage with clients to recommend products and solutions that will help their financial success.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Leveraging mobile and online banking
  • Financial planning and advising
  • Sales results achievement

Nice-to-have

  • Passion for people and learning
  • Goal-oriented and detail-oriented
  • Authenticity and respect in interactions
  • Curiosity and ambition

Key Requirements

  • 1 year experience in client interaction and sales
  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter