Personal Banking Advisor - Build Relationships & Impact

CIBC US; Boca Raton (FL); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Wellbeing support

MomentMakers

Job summary

CIBC US in Palm Beach, FL is seeking a Personal Banker to engage clients, assess their financial needs, and recommend solutions using our mobile and online tools. This on-site role supports a fast-paced Banking Center with flexible hours, including evenings and weekends, and may involve travel between nearby centers.

The successful candidate will build lasting relationships, meet sales goals, and contribute to a positive client experience in a diverse team.

Qualifications

• One year of experience working with clients and achieving sales results.
• Banking experience in a similar capacity is a plus.
• Strong customer-service mindset and relationship-building skills.

Responsibilities

• Engage with clients to understand personal and business priorities and propose solutions.
• Build relationships through marketing and outreach to expand networks.
• Promote and guide clients in using mobile and online banking tools.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results Oriented

Job description

CIBC US in Palm Beach, FL is seeking a Personal Banker to engage clients, assess their financial needs, and recommend solutions using our mobile and online tools. This on-site role supports a fast-paced Banking Center with flexible hours, including evenings and weekends, and may involve travel between nearby centers.

The successful candidate will build lasting relationships, meet sales goals, and contribute to a positive client experience in a diverse team.