Universal Banker

CIBC

Winnipeg, Canada
Client engagement and financial planning
Leveraging mobile and online banking
On-site full-time work environment
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 financial planning
  • Leveraging mobile and online banking
  • On-site full-time work environment
  • Cash management and credit knowledge
  • Sales results achievement

Nice-to-have

  • Relationship building and community outreach
  • Passion for learning and curiosity
  • Authenticity and respect in interactions
  • Goal-oriented and detail-oriented approach

Key Requirements

  • 1 year experience client and sales results
  • Mutual Funds License accreditation
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter