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9 дней назад

Universal Banker

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Universal Banker (Banking): Serving personal and business banking clients in an on-site banking centre by recommending financial products, digital banking solutions, and forward-looking financial plans with an accent on client engagement, relationship building, and technology adoption. Focus on understanding client priorities, achieving sales results, supporting multiple banking centres, and connecting clients with suitable financial services.

Location: On-site full-time in Comox, BC, at 195 Port Augusta St; flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance.

Company

CIBC is a relationship-oriented bank providing personal and business banking services, digital banking solutions, and financial products.

What you will do

  • Meet with personal and business clients to understand their priorities and recommend suitable financial products, services, and forward-looking financial plans.
  • Use knowledge of technology, cash management, credit, investments, and wealth protection to support clients’ financial goals.
  • Build and deepen client relationships through marketing, outreach, networking, and collaboration with internal partners.
  • Introduce clients to mobile and online banking applications and help them manage their banking needs.
  • Work flexible banking centre hours, including evenings and weekends, and support multiple nearby banking centres.

Requirements

  • At least 1 year of experience working with clients and achieving sales results.
  • Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
  • Client-first approach, goal orientation, critical thinking, attention to detail, and strong relationship-building skills.
  • Curiosity, willingness to learn, respect, authenticity, and commitment to high standards.
  • Must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Competitive salary, incentive pay, banking benefits, a benefits program, and a defined benefit pension plan, subject to plan and program terms.
  • Employee share purchase plan, vacation offering, wellbeing support, and a points-based recognition program.
  • Professional development support, including a paid Purpose Day for personal growth and development.
  • Inclusive and accessible candidate and workplace environment.

Hiring process

  • The process may include an attribute-based assessment and skills tests, such as simulation, coding, or French proficiency assessments.
  • Artificial intelligence tools may be used during recruitment.

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