Client-First Universal Banker

Canadian Imperial Bank of Commerce; Richmond; On-site; CAD 42,000 - 62,000; Full time

Job summary

Canadian Imperial Bank of Commerce is seeking a Financial Services Representative Universal Banker to engage with clients in a fast-paced Banking Centre and provide forward-looking financial planning. You will leverage CIBC’s mobile and online banking to recommend products and solutions, and travel between centres within a reasonable distance.

You’ll be on-site full-time, meeting clients, building relationships, and driving sales while embracing technology to deliver excellent service and

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Prior banking experience in a similar capacity is an asset.
• Current accreditation and good standing Mutual Funds License required.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Engage in marketing and outreach to grow client relationships and referral networks.
• Assist clients with mobile banking apps and digital tools to enhance banking experience.

Skills

Client engagement

Relationship building

Technology use

Goal oriented

Attention to detail

People skills

Education

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Job description

Canadian Imperial Bank of Commerce is seeking a Financial Services Representative Universal Banker to engage with clients in a fast-paced Banking Centre and provide forward-looking financial planning. You will leverage CIBC’s mobile and online banking to recommend products and solutions, and travel between centres within a reasonable distance.

You’ll be on-site full-time, meeting clients, building relationships, and driving sales while embracing technology to deliver excellent service and