Financial Services Representative Universal Banker (White Rock)

Financial Services Representative Universal Banker (White Rock)

01 Nov
|
CIBC
|
White Rock

01 Nov

CIBC

White Rock

Bring client engagement and financial services expertise to CIBC as a full-time, in office Universal Banker in White Rock-N.Bluff & Johnston.

As a Financial Services Representative Universal Banker, you will support Personal and Business Banking clients. You will understand personal and business priorities, recommend suitable products, and create forward-looking financial plans. The work includes banking technology, cash management, credit, investments, and wealth protection.

Key Responsibilities:

- Meet clients to understand personal and business priorities
- Recommend products and solutions supporting financial goals
- Introduce CIBC mobile banking applications
- Build relationships through marketing and outreach activities
- Connect clients with appropriate people and opportunities

Requirements:

- One year working with clients and achieving sales results
- Current accreditation and good standing
- Mutual Funds License through Canadian Securities Course or Investment Funds In Canada
- Critical thinking and decision-making skills
- Flexibility for evenings, weekends, and multiple banking centres

Use client service, technology, and financial product knowledge to help CIBC clients achieve their personal and business goals.

📌 Financial Services Representative Universal Banker (White Rock)
🏢 CIBC
📍 White Rock

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