Personal Banking Specialist — Relationship-Driven Pro

Canadian Imperial Bank of Commerce

Vancouver

On-site

CAD 42,000 - 58,000

Full time

6 days ago
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Benefits offered by this job

Competitive salary
Employee share purchase plan
Defined benefit pension plan
Vacation offering
MomentMakers recognition program
Wellbeing support

Job summary

Canadian Imperial Bank of Commerce in Vancouver is hiring a Universal Banker I to join our Personal and Business Banking team. In a fast-paced Banking Centre, you’ll engage with clients, advise on financial products, and help them use online and mobile tools to reach their goals.

You’ll work flexible hours, including evenings and weekends, and may be scheduled at multiple centres within reasonable travel. A minimum of 1 year in client-facing roles and a Mutual Funds License are assets; prior

Qualifications

  • 1 year of client-facing sales or banking experience preferred.
  • Familiarity with mobile/online banking tools is a plus.
  • Accredited with Mutual Funds License is a plus or required per role.

Responsibilities

  • Engage with clients to assess personal and business banking needs.
  • Advise on suitable banking products and financial plans.
  • Promote digital banking tools and support customers' adoption.

Skills

Client Service
Customer Experience
Digital Literacy
Financial Products
Goal Planning
Group Problem Solving
Outbound Calls
Regulatory Requirements
Results-Oriented

Education

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

Job description

Canadian Imperial Bank of Commerce in Vancouver is hiring a Universal Banker I to join our Personal and Business Banking team. In a fast-paced Banking Centre, you’ll engage with clients, advise on financial products, and help them use online and mobile tools to reach their goals.

You’ll work flexible hours, including evenings and weekends, and may be scheduled at multiple centres within reasonable travel. A minimum of 1 year in client-facing roles and a Mutual Funds License are assets; prior

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