Relationship Banker engaging clients in Brooklyn for financial guidance and self - service transaction assistance. Ensuring a high - quality client experience while adhering to banking regulations.
About the role
- Mobile Mortgage Advisor leveraging banking and mortgage experience to help clients achieve home ownership aspirations at CIBC. Building relationships and providing personalized financial planning support while working flexible hours.
Responsibilities
- leverage your banking and mortgage experience to help clients achieve their home ownership dreams
- meet with your clients where and when it’s convenient for them
- make lasting connections and provide expert mortgage advice and product solutions
- support your clients’ lifestyles and meet them on their schedule
- work with Banking Centre teams to build relationships and provide clients with personalized mortgage advice and comprehensive financial planning support
- understand your local market and potential client base and create a sales plan that will convert leads into new CIBC clients
- use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results
- grow your network and create lasting connections with other internal businesses and external realtors who will refer potential clients and opportunities back to you
Requirements
- fluent in French and English to support business operations outside of Quebec, Canada
Benefits
- competitive compensation
- banking benefits
- benefits program*
- defined benefit pension plan*
- employee share purchase plan
- vacation offering
- well-being support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Relationship Banker engaging clients in the Brooklyn NY area to assist with transactions. Focus on client education and building strong relationships through banking services.
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