Client-First Personal Banker & Tech Advisor

CIBC US; Town of Florida, Northern (NY, KY); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Wellbeing support

MomentMakers recognition program

Vacation offering

Job summary

CIBC US in New York is seeking a client-focused professional to engage with clients, understand their priorities, and craft forward-looking financial plans using technology across cash management, credit, and investments.

You will meet with clients, explain solutions, and drive sales results while leveraging the bank's digital tools. The role emphasizes trust, teamwork, and client-first service, with competitive compensation and benefits.

Qualifications

• 1 year of experience in working with clients and achieving sales results.
• Asset: prior banking experience in a similar capacity.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Provide forward-looking financial plans using knowledge of cash management, credit, investments and wealth protection.
• Leverage technology and mobile banking tools to enhance client service.
• Maintain a client-first approach, paying attention to details and delivering value.

Skills

Client engagement

Sales experience

Client interaction

Job description

CIBC US in New York is seeking a client-focused professional to engage with clients, understand their priorities, and craft forward-looking financial plans using technology across cash management, credit, and investments.

You will meet with clients, explain solutions, and drive sales results while leveraging the bank's digital tools. The role emphasizes trust, teamwork, and client-first service, with competitive compensation and benefits.