Client-Driven Universal Banker | Financial Solutions Expert

CIBC; Sherwood Park; On-site; CAD 42,000 - 64,000; Full time

Job summary

CIBC's Personal and Business Banking team in Canada is seeking a Financial Services Representative Universal Banker who will engage with clients, assess personal and business priorities, and guide them toward solutions that support their financial success.

You’ll be flexible to work evenings and weekends in a Banking Centre and travel to nearby locations within a reasonable distance to ensure a great client experience.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Mutual Funds License (Canadian Securities Course or IFIC) preferred.
• Legally eligible to work in Canada at the specified location.
• Willingness to travel to multiple banking centres within a reasonable distance.

Responsibilities

• Engage with clients to understand priorities and recommend financial solutions.
• Build relationships through outreach and cross-sell banking products.
• Promote mobile and online banking tools to improve client outcomes.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

CIBC's Personal and Business Banking team in Canada is seeking a Financial Services Representative Universal Banker who will engage with clients, assess personal and business priorities, and guide them toward solutions that support their financial success.

You’ll be flexible to work evenings and weekends in a Banking Centre and travel to nearby locations within a reasonable distance to ensure a great client experience.