C

CIBC

Runs banking and investment services across North America

Personal Banker

Retail & Commercial BankingUpdated on Nov 3
Full-timePalm Beach, FL, USA

About the Job

Requirements

  • Demonstrate at least one year of experience working with clients and achieving sales results.
  • Be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.
  • Be flexible to work banking center hours, which may include evenings and weekends.
  • Be flexible to work at multiple banking centers within a reasonable travel distance.

Responsibilities

  • Proactively engage clients and recommend products and solutions that support their financial success.
  • Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
  • Use knowledge of technology, cash management, credit, investment, and wealth protection to help clients meet their goals.
  • Conduct marketing and outreach activities to demonstrate engagement with clients and their communities.
  • Grow a network, deepen existing relationships, and work with colleagues to connect clients to relevant people and opportunities.
  • Introduce clients to mobile banking applications and help them manage their banking needs using the applications.

Desired Qualifications

  • Prior banking experience in a similar capacity is an asset.

About the Company

CIBC

Runs banking and investment services across North America

CIBC runs personal and business banking, wealth management and capital markets businesses for clients in Canada and the United States. Its Canadian retail bank pairs banking centres and contact centres with mobile and online services, while its U.S. business focuses on commercial clients and private wealth. Customers use its accounts, mortgages, loans and investment services to manage cash, borrow and invest. The bank earns interest on lending, charges account and advisory fees, and generates revenue from securities trading and investment management. CIBC was formed by a bank merger in 1961, with operating roots dating to 1867, and is headquartered in Toronto, Ontario.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1961

Recently Posted Jobs

Explore more opportunities at CIBC

See more jobs