Universal Banker I

Canadian Imperial Bank of Commerce

Markham

On-site

CAD 55,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers program

Job summary

Canadian Imperial Bank of Commerce is seeking a Financial Services Representative Universal Banker in Markham to help clients achieve financial success. You will engage with clients in a fast-paced Banking Centre, recommending products and solutions and leveraging mobile and online banking.

This on-site role requires flexibility for evenings and weekends and travel between centres. Ideal candidates will have at least 1 year of client-facing sales experience, a Mutual Funds License, and a

Qualifications

  • Certified professional with current Mutual Funds License.
  • Prior banking experience is an asset.
  • Minimum 1 year of experience with clients and sales results.

Responsibilities

  • Meet with clients to understand priorities and offer solutions.
  • Engage in marketing and outreach to grow networks.
  • Promote mobile and online banking solutions to clients.

Skills

Banking
Business Banking
Cash Management
Client Service
Customer Engagement
Customer Experience
Customer Service
Financial Products
Financial Services
Goal Planning
Investment Funds
Investments
Leveraging Technology
Mobile Banking
Online Banking
Relationship Building
Retirement Planning
Wealth Protection

Education

Mutual Funds License

Job description

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll make a meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you'll proactively engage with clients and leverage CIBC's best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial success. You're flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable travel distance. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.

How you'll succeed
  • Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their goals.
  • Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
  • Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference. You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making. You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity. You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity. 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.

You're a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

Values matter to you.

You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including

  • competitive salary
  • incentive pay
  • banking benefits
  • a benefits program*
  • defined benefit pension plan*
  • an employee share purchase plan
  • a vacation offering
  • wellbeing support
  • MomentMakers, our social, points-based recognition program

*Subject to plan and program terms and conditions

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

CIBC is committed to clarity in our hiring process. All roles posted are opportunities we're actively recruiting for, unless stated otherwise.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Markham-510 Copper Creek Dr

Employment Type

Regular

Weekly Hours

37.5

Skills
  • Banking
  • Business Banking
  • Cash Management
  • Client Service
  • Customer Engagement
  • Customer Experience (CX)
  • Customer Service
  • Financial Products
  • Financial Services
  • Goal Planning
  • Investment Funds
  • Investments
  • Leveraging Technology
  • Mobile Banking
  • Online Banking
  • Relationship Building
  • Retirement Planning Services
  • Wealth Protection
Company view

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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