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Universal Banker

2 months ago

Markham, Ontario, Canada CIBC Full time
About CIBC

CIBC is a leading financial institution dedicated to building a client-centric bank for a modern world. We're seeking talented and passionate professionals who share our commitment to delivering exceptional client experiences.

Job Summary

As a member of our Personal Banking and Small Business team, you'll work in a dynamic banking center where you'll make a real difference in the lives of our clients. As a Financial Services Representative - Dynamic Team Player, you'll be proactive in engaging with clients and leveraging CIBC's unparalleled mobile and online banking services to recommend solutions and products that drive their financial success.

Key Responsibilities
  1. Client Mobilization - Meet with clients to understand their personal and business priorities, provide guidance on possible solutions, and establish a long-term financial plan. Utilize your knowledge of cash management, credit, investments, and asset protection to help clients achieve their goals.
  2. Relationship Building - Participate in marketing and outreach activities to demonstrate to clients that their community and client relationships matter to us. Expand your network, deepen existing relationships, and collaborate with others to connect clients with the right people and opportunities.
  3. Technology Expertise - Become a specialist in our technologies. Share your knowledge with clients to help them better manage their banking needs.
Requirements
  1. Client Focus - Prioritize clients above all else. Communicate to find solutions. Exceed expectations because it's the right thing to do.
  2. Results-Oriented - Motivated by achieving goals. Give your best to deliver more.
  3. Attention to Detail - Notice things others miss. Your critical thinking contributes to informed decision-making.
  4. People Person - Find meaning in relationships with others. Your network is diverse and includes partners. You build connections with others through respectful and authentic behavior.
  5. Love to Learn - Acquiring knowledge excites you. You're curious.
  6. Professional Certification - Hold current and compliant certification in mutual funds (pass the Canadian Securities Course or the Canadian Investment Funds Course).
  7. Experience - Have at least one year of experience in client-facing roles and sales results. Prior banking experience in a similar function is an asset.
  8. Values Alignment - Stay true to yourself at work. Embody our values of trust, teamwork, and accountability.
About the Role

CIBC offers a supportive environment where your goals are a priority. Based on your strengths and ambitions, we strive to create opportunities that allow you to reach your full potential.

  1. We strive to reward you in a personalized and relevant way, including competitive compensation, banking benefits*, employee support for well-being, and other offers, such as employee assistance programs and our social recognition program, Moments.
  2. With our spaces and technology tools, it's easy to bring together great minds to create innovative solutions that improve things for our clients.

*Subject to program terms.

What You Need to Know
  1. CIBC is committed to creating an inclusive workplace where all team members and clients feel welcome. We're seeking candidates with a diverse range of skills and offer an accessible experience. If you need an accommodation, please contact us.
  2. You must be legally eligible to work in Canada at the specified locations and, if applicable, hold a valid work or study permit.
  3. We may ask you to complete a trait-based assessment and other skill tests (such as simulations, programming, French proficiency, and MS Office). Our goal for the application process is to learn more about you and what you bring, and to give you the opportunity to learn more about us.