Relationship-Driven Universal Banker

CIBC; Richmond Hill; On-site; CAD 42,000 - 66,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

MomentMakers program

Job summary

CIBC is seeking a Financial Services Representative Universal Banker to engage with clients at a Banking Centre, advise on solutions, and support their financial goals through cash management, credit, investments, and wealth protection. The role may involve evenings/weekends and travel between centres.

You will work on-site full-time within a fast-paced banking environment, leveraging mobile and online banking options to deliver an exceptional client experience.

Qualifications

• Client engagement and relationship-building skills.
• Ability to advise clients on solutions and financial plans.
• Familiarity with banking products and digital tools.

Responsibilities

• Meet with clients to understand personal and business priorities and provide financial guidance.
• Engage in marketing/outreach to grow relationships and networks.
• Demonstrate knowledge of mobile/online banking and help clients use these tools.

Skills

Client engagement

Relationship building

Technology literacy

Sales experience

Communication

Attention to detail

Curiosity

Job description

CIBC is seeking a Financial Services Representative Universal Banker to engage with clients at a Banking Centre, advise on solutions, and support their financial goals through cash management, credit, investments, and wealth protection. The role may involve evenings/weekends and travel between centres.

You will work on-site full-time within a fast-paced banking environment, leveraging mobile and online banking options to deliver an exceptional client experience.