Relationship Banker & Tech-Savvy Financial Guide

CIBC US; Florida; On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Wellbeing support

Job summary

CIBC US is seeking a Personal Banker to engage with clients, advise on solutions, and help them achieve financial goals using mobile and online banking tools. You will work in a fast-paced Banking Center, with flexible hours including evenings and weekends, and may travel to multiple centers within a reasonable distance.

You will build relationships, leverage technology, and deliver excellent client experiences on-site in Palm Beach, FL.

Qualifications

• 1 year of client-facing sales experience.
• Banking experience is a plus.
• Eligible to work in the United States.

Responsibilities

• Engage with clients to understand personal and business priorities and advise on solutions.
• Build relationships through marketing and outreach to connect clients with the right opportunities.
• Promote use of mobile and online banking to improve client outcomes.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

CIBC US is seeking a Personal Banker to engage with clients, advise on solutions, and help them achieve financial goals using mobile and online banking tools. You will work in a fast-paced Banking Center, with flexible hours including evenings and weekends, and may travel to multiple centers within a reasonable distance.

You will build relationships, leverage technology, and deliver excellent client experiences on-site in Palm Beach, FL.