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Personal banker
CIBC Beach, FL
$93k-123k (estimate)
Full Time | Banking 2 Days Ago
Save

CIBC is Hiring a Personal banker Near Beach, FL

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

Tâches du titulaire

En tant que membre de l’équipe Services bancaires personnels et PME, vous travaillerez dans un centre bancaire dynamique où vous améliorerez concrètement la vie de nos clients.

En qualité de représentant en services financiers représentant polyvalent, vous vous engagerez de façon proactive envers les clients et tirerez parti des options de services bancaires mobiles et en direct hors pair de la Banque CIBC afin de recommander les solutions et produits appropriés pour favoriser leur réussite financière.

Vous devez pouvoir travailler durant les heures d’ouverture des centres bancaires, y compris les soirs et fins de semaine.

Pour favoriser la prestation d’une expérience client exceptionnelle, vous devez pouvoir travailler à différents centres bancaires situés à une distance raisonnable.

Comment réussir

Mobilisation des clients Rencontrer les clients pour comprendre leurs priorités personnelles et les priorités de leurs entreprises, les conseiller relativement aux solutions possibles et établir pour eux un plan financier à long terme.

Faire appel à vos connaissances en gestion de trésorerie, en crédit, en placement et en protection des avoirs pour aider les clients à atteindre leurs objectifs.

Établissement de relations Participer à des activités de marketing et de prise de contact pour montrer aux clients que leur clientèle et leur collectivité vous tiennent à cœur.

Élargir votre réseau, approfondir les relations existantes et collaborer avec les autres afin que les clients soient mis en contact avec les bonnes personnes et profitent des bonnes occasions.

Utilisation de la technologie Devenir spécialiste des technologies. Faire part de connaissances en présentant aux clients nos applications de services bancaires mobiles pour leur permettre de mieux gérer leurs besoins bancaires.

Vos attributs

Vous avez une approche axée sur les objectifs. Vous êtes motivé par la réalisation de vos objectifs et vous donnez le meilleur de vous-même pour apporter davantage.

Vous vous souciez des détails. Vous remarquez certaines choses que les autres ne voient pas. Votre esprit critique contribue à éclairer vos prises de décision.

Vous aimez les gens. Vous trouvez un sens dans vos relations avec les autres, et votre entourage comprend un réseau diversifié de partenaires.

Vous tissez des liens avec les autres par votre attitude respectueuse et votre authenticité.

Vous adorez apprendre. L’acquisition de connaissances vous passionne. Vous faites preuve d’une grande curiosité.

Vous êtes un professionnel agréé. Vous avez un agrément à jour et en règle en fonds communs de placement (réussite du Cours sur le commerce des valeurs mobilières ou du cours Fonds d’investissement au Canada).

Vous pouvez justifier d’une année d’expérience dans le travail avec les clients et l’obtention de résultats de vente. Le fait d’avoir une expérience bancaire préalable dans une fonction similaire est un atout.

Les valeurs vous tiennent à cœur. Vous restez vous-même au travail et vous incarnez nos valeurs de confiance, de travail d’équipe et de responsabilisation.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience.

If you need accommodation, please contact

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

FL-Palm Beach, 340 Royal Palm Way

Employment Type

Permanent

Weekly Hours

Skills

Appels sortants, Axé sur les résultats, Exigences réglementaires, Expérience client (CX), Gestion de la relation clientèle, Group Problem Solving, Littératie numérique, Planification des objectifs, Produits financiers

Last updated : 2024-04-23

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$93k-123k (estimate)

POST DATE

04/25/2024

EXPIRATION DATE

07/14/2024

HEADQUARTERS

PICTON, ONTARIO

SIZE

15,000 - 50,000

REVENUE

$500M - $1B

INDUSTRY

Banking

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If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

12/13/2021: Salt Lake City, UT

Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

12/09/2021: Pocatello, ID

Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

12/08/2021: Lima, OH

Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

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Provides knowledge of financing, loans, and personal banking.

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A personal banker may refer his clients to other bank experts.

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Step 3: View the best colleges and universities for Personal Banker.

Florida Southern College
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