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Universal Banker

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CIBC

12d ago

  • Job
    Full-time
    Junior Level
  • Banking & Finance
  • Toronto
  • Quick Apply

AI generated summary

  • You put clients first, are goal-oriented and detail-oriented. Passionate about people, love to learn, and have 1 year sales experience. Certified with a Mutual Funds License and value trust, teamwork, and accountability.
  • You will engage with clients to provide financial advice, create personalized plans, and promote banking solutions. Build relationships, leverage technology, and proactively connect clients to opportunities.

Requirements

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
  • You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
  • You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
  • You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
  • You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
  • You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

Responsibilities

  • Client engagement – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their goals.
  • Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
  • Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

FAQs

What are the qualifications needed to be a Universal Banker at CIBC?

To be a Universal Banker at CIBC, you should have 1 year of experience working with clients and achieving sales results. It is also preferred if you have prior banking experience in a similar capacity. Additionally, you should have a valid Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and demonstrate values such as trust, teamwork, and accountability.

What are the working hours for a Universal Banker at CIBC?

Universal Bankers at CIBC are required to work in a fast-paced Banking Centre and may need to work flexible hours, including evenings and weekends. They should also be willing to work at multiple banking centres within a reasonable travel distance.

What benefits and perks are offered to Universal Bankers at CIBC?

CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and a social recognition program called MomentMakers. In addition, there are opportunities for career growth and development through initiatives like Purpose Day, a paid day off for personal growth and learning.

How can I apply for a Universal Banker position at CIBC?

To apply for a Universal Banker position at CIBC, you can visit their careers website or contact them via email at Mailbox.careers-carrieres@cibc.com. During the application process, you may be asked to complete assessments and skills tests to showcase your abilities and fit for the role.

Ambitions Made Real

Finance
Industry
10,001+
Employees
1961
Founded Year

Mission & Purpose

The Canadian Imperial Bank of Commerce (CIBC) is a major financial institution that provides a wide range of banking and financial services. CIBC's ultimate mission is to be a leading, innovative financial institution that helps clients achieve their financial goals. The bank's purpose is rooted in delivering trusted advice and exceptional service to individuals, businesses, and communities. CIBC is committed to fostering economic growth, supporting financial well-being, and contributing to the overall prosperity of its clients and the regions it serves. With a focus on integrity and customer satisfaction, CIBC plays a vital role in the Canadian and international financial landscape, offering solutions that span banking, wealth management, and capital markets to meet the diverse needs of its stakeholders.

Benefits

  • Financial health

    Rewards and resources to support your short and long-term financial goals. At a glance: 50% employee share matching plan, Employee Banking Offer including free banking services, credit cards and more, Defined Benefit Pension Plan that provides you with a secure retirement for life

  • Mental health

    Resources to support your mental health and increase your resiliency. At a glance: Mental health therapy covered at 100% and $5,000 per person per year, Online and in-person counselling, Shareable mental health video library, Mindfulness education and practice tools