Universal Banker Financial
Job Description & How to Apply Below
Join CIBC as a Universal Banker and enhance client relationships in Burnaby. Focus on personalized banking solutions and technology to drive client success.
CIBC invites you to be part of its Personal and Business Banking team, where you will work closely with clients to understand their financial needs. This full-time role is integral to providing exceptional customer experiences while working flexible hours at our Burnaby banking centre. Your ability to engage clients will be crucial to their financial wellbeing.
Key Responsibilities:
• Conduct client meetings to identify financial goals
• Offer recommendations on financial products and services
• Engage in outreach to strengthen client bonds
• Educate clients on mobile banking capabilities
• Develop comprehensive financial plans
Requirements:
• Minimum 1 year experience in client service roles
• Valid Mutual Funds License in good standing
• Results-driven with excellent communication skills
• Detail-oriented with a strong service orientation
• Enthusiasm for learning and relationship building
Drive client success through innovative banking solutions at CIBC in Burnaby.
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