Universal Banker: Elevate Client Financial Journeys

CIBC; Lethbridge; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading financial institution in Lethbridge is seeking a Financial Services Representative Universal Banker. In this role, you'll engage with clients, understand their needs, and recommend products that support their financial success. Flexibility is required to work evenings and weekends. Candidates should have a passion for customer service and be skilled in technology. The workplace is on-site, and CIBC offers competitive compensation as well as a benefits program.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• You can demonstrate 1 year experience in working with clients and achieving sales results.
• It’s an asset if you have prior banking experience in a similar capacity.

Responsibilities

• Meet with clients to understand their personal and business priorities.
• Engage in marketing and outreach activities to show clients you value them.
• Introduce clients to our mobile banking applications.

Skills

Client Service

Customer Experience (CX)

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

A leading financial institution in Lethbridge is seeking a Financial Services Representative Universal Banker. In this role, you'll engage with clients, understand their needs, and recommend products that support their financial success. Flexibility is required to work evenings and weekends. Candidates should have a passion for customer service and be skilled in technology. The workplace is on-site, and CIBC offers competitive compensation as well as a benefits program.