Relationship-Driven Universal Banker

Canadian Imperial Bank of Commerce; Toronto; On-site; CAD 42,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program*

Defined benefit pension plan*

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC, a leading Canadian bank, seeks a Financial Services Representative Universal Banker in a fast-paced Toronto banking centre. You will engage clients, recommend the right products, and support their financial success using mobile and online options. This is a full-time, on-site role with weekend/evening flexibility.

You’ll grow client relationships, expand the bank’s reach, and become proficient with the bank’s digital tools while delivering exceptional service.

Qualifications

• 1 year experience in working with clients and achieving sales results.
• Prior banking experience is an asset.
• Certified professional with current accreditation available

Responsibilities

• Client engagement – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities.
• Leveraging technology - Become a technology expert by introducing clients to mobile banking apps and helping them manage their banking needs.

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

CIBC, a leading Canadian bank, seeks a Financial Services Representative Universal Banker in a fast-paced Toronto banking centre. You will engage clients, recommend the right products, and support their financial success using mobile and online options. This is a full-time, on-site role with weekend/evening flexibility.

You’ll grow client relationships, expand the bank’s reach, and become proficient with the bank’s digital tools while delivering exceptional service.