Elevate your banking career as a Universal Banker with CIBC in Steveston. Focus on client needs, provide tailored financial advice, and leverage tech for seamless service.
As a Universal Banker, you will engage clients to offer personalized financial solutions within the CIBC Personal and Business Banking team. This full time role includes meeting special hours and possibly traveling between banking centres, ensuring your flexibility enhances the client experience.
Your commitment to relationship management and tech utilization will drive client success.
Key Responsibilities:
Engage clients to understand their financial aspirations
Recommend personalized financial products and solutions
Utilize technology to educate clients on available tools
Participate in community outreach to build stronger networks
Collaborate with colleagues to enhance client connections
Requirements:
Minimum of 1 year experience in a client-facing setting
Must hold a valid Mutual Funds License
Results-driven with a detail-oriented mindset
Passionate about learning and client interaction
Robust commitment to teamwork and community values
Become a trusted advisor and help clients achieve their financial goals at CIBC.
📌 Client Focused Universal Banker At Cibc Richmond
🏢 CIBC
📍 Richmond