Universal Banker I: Elevate Client Banking & Solutions

CIBC; Chatham; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading Canadian bank in Chatham is seeking a Financial Services Representative. This role involves engaging clients, advising on financial solutions, and leveraging technology for banking needs. Ideal candidates should have customer engagement experience, a Mutual Funds License, and exhibit strong interpersonal skills. The position offers a full-time on-site work environment with various employee benefits and growth opportunities.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Qualifications

• 1 year experience in client engagement and sales results.
• Prior banking experience is an asset.
• Current accreditation in Mutual Funds License.

Responsibilities

• Engage clients to understand their financial priorities.
• Build relationships through marketing and outreach.
• Leverage technology to assist clients with banking needs.

Skills

Customer Engagement

Outbound Calls

Education

Mutual Funds License

Job description

A leading Canadian bank in Chatham is seeking a Financial Services Representative. This role involves engaging clients, advising on financial solutions, and leveraging technology for banking needs. Ideal candidates should have customer engagement experience, a Mutual Funds License, and exhibit strong interpersonal skills. The position offers a full-time on-site work environment with various employee benefits and growth opportunities.