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About the Role
Elevate client experiences as a Universal Banker with CIBC in Steveston. This full-time role emphasizes client engagement, technology leverage, and financial advisement to support client success.
CIBC seeks a dedicated Financial Services Representative Universal Banker flexible in working at multiple banking centres. Candidates must have strong client service, digital literacy, and financial product knowledge. Your focus will be on understanding client priorities while providing excellent support and solutions tailored to their needs.
Key Responsibilities:
• Engage clients to assess their financial needs
• Provide tailored financial planning and advice
• Leverage technology to enhance client banking experience
• Build relationships through marketing and outreach activities
• Collaborate with team members to connect clients with opportunities
Requirements:
• 1 year of experience in client services or sales
• Strong understanding of financial products and se...
CIBC seeks a dedicated Financial Services Representative Universal Banker flexible in working at multiple banking centres. Candidates must have strong client service, digital literacy, and financial product knowledge. Your focus will be on understanding client priorities while providing excellent support and solutions tailored to their needs.
Key Responsibilities:
• Engage clients to assess their financial needs
• Provide tailored financial planning and advice
• Leverage technology to enhance client banking experience
• Build relationships through marketing and outreach activities
• Collaborate with team members to connect clients with opportunities
Requirements:
• 1 year of experience in client services or sales
• Strong understanding of financial products and se...
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