Universal Banker: Grow Relationships & Solutions

Canadian Imperial Bank of Commerce; Calgary; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading Canadian banking institution in Calgary is seeking a Financial Services Representative Universal Banker. You will engage clients, recommend solutions, and leverage technology within a fast-paced banking centre. The ideal candidate should have strong client service skills and a mutual funds license. This role provides a supportive work environment and opportunities for professional growth.

Benefits

Competitive compensation

Banking benefit

Wellbeing support

Employee and family assistance programs

Social recognition program

Qualifications

• 1 year experience in 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.

Responsibilities

• Engage with clients to understand their priorities and provide financial planning.
• Engage in marketing and outreach activities to value clients and communities.
• Become a technology expert and assist clients with 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 Canadian banking institution in Calgary is seeking a Financial Services Representative Universal Banker. You will engage clients, recommend solutions, and leverage technology within a fast-paced banking centre. The ideal candidate should have strong client service skills and a mutual funds license. This role provides a supportive work environment and opportunities for professional growth.