Financial Services Representative Universal Banker in Surrey

Financial Services Representative Universal Banker in Surrey

Surrey Full-Time On-site
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Bring client engagement and financial services expertise to CIBC as a full-time, on-site Universal Banker in White Rock-N.Bluff & Johnston.

As a Financial Services Representative Universal Banker, you will support Personal and Business Banking clients. You will understand personal and business priorities, recommend suitable products, and create forward-looking financial plans. The work includes banking technology, cash management, credit, investments, and wealth protection.

Key Responsibilities:

  • Meet clients to understand personal and business priorities
  • Recommend products and solutions supporting financial goals
  • Introduce CIBC mobile banking applications
  • Build relationships through marketing and outreach activities
  • Connect clients with appropriate people and opportunities

Requirements:

  • One year working with clients and achieving sales results
  • Current accreditation and good standing
  • Mutual Funds License through Canadian Securities Course or Investment Funds In Canada
  • Critical thinking and decision-making skills
  • Flexibility for evenings, weekends, and multiple banking centres

Use client service, technology, and financial product knowledge to help CIBC clients achieve their personal and business goals.

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Contact Details:

Canadian Imperial Bank of Commerce (Canada) Recruitment Team