Financial Services Representative - Universal Banker (Eastern Townships)

Financial Services Representative - Universal Banker (Eastern Townships)

06 Sep
|
CIBC
|
Eastern Townships

06 Sep

CIBC

Eastern Townships

We’re building a relationship-oriented bank for the modern world. 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. To successfully perform the work, you’ll be on-site full-time.

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. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.



Your critical thinking skills help to inform your decision making.

You find meaning in relationships, and surround yourself with a diverse network of partners. 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 have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a advantages program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. 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.

Client

Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented #

📌 Financial Services Representative - Universal Banker (Eastern Townships)
🏢 CIBC
📍 Eastern Townships

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