Financial Services Representative Universal Banker White Rock (Canada)

Financial Services Representative Universal Banker White Rock (Canada)

04 Nov
|
Canadian Imperial Bank of Commerce (Canada)
|
Canada

04 Nov

Canadian Imperial Bank of Commerce (Canada)

Canada

Bring client engagement and financial services expertise to CIBC as a full time, on-site 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 prospects

Requirements:
One year working with clients and achieving sales results
Current accreditation and valuable 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 (Canada)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Canada

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