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Universal Banker Jobs in Alberta (NOW HIRING)

As a Financial Services Representative Universal Banker, you'll proactively engage with clients and leverage CIBC's best-in-class mobile and online banking options to recommend the right products and ...

As a Financial Services Representative Universal Banker, you'll proactively engage with clients and leverage CIBC's best-in-class mobile and online banking options to recommend the right products and ...

The Personal Banker applies sound judgment within established guidelines and supports branch operations through consistent, accurate execution of banking activities. ESSENTIAL DUTIES The duties ...

Fidelity Bank is a relationship-driven, community bank seeking Personal Bankers located in the Scranton area and Lackawanna County. Our Fidelity Bankers work to provide clients the very best ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...

Personal & Commercial Banking Pay Details: 50,600 - 71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development ...

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Universal Banker information

What is a universal banker?

Universal Bankers are versatile banking professionals trained to handle a wide range of customer needs within a bank branch. They perform both traditional teller transactions and personal banking services, such as opening accounts, assisting with loans, and providing financial advice. This role is designed to improve customer service by allowing one person to address multiple banking needs, making the banking experience more efficient and personalized.

What does a universal banker do?

A universal banker is a customer-facing position in a bank. As a universal banker, your responsibilities include opening new accounts, assisting customers with transactions, reviewing documents for accuracy or legal compliance, and verifying the identity of account holders. Some universal bankers provide personal banking services for individuals or businesses to help manage their investments. Other universal bankers are loan clerks who assist customers with applications. You can most commonly find employment opportunities with commercial banks, although many industries also hire universal bankers, such as investment firms.

What are the key skills and qualifications needed to thrive as a universal banker?

To thrive as a Universal Banker, you need a solid understanding of banking products, sales, and customer service, typically backed by a high school diploma or associate degree. Familiarity with core banking systems, digital banking platforms, and cash handling procedures is essential. Strong communication, problem-solving, and relationship-building skills help you exceed customer expectations and work effectively with team members. These competencies are crucial for driving customer satisfaction, meeting sales goals, and ensuring accurate financial transactions.

How does a universal banker typically balance customer service with sales responsibilities?

Universal Bankers are expected to provide excellent customer service while also identifying opportunities to recommend banking products that meet clients' needs. This balance is achieved by actively listening to customers, understanding their financial goals, and offering tailored solutions rather than aggressive sales pitches. Universal Bankers often rotate between teller duties and personal banking tasks, making adaptability and a customer-focused mindset essential. Successful Universal Bankers view sales as a natural extension of service, building trust with clients and fostering long-term relationships.

What is the difference between Universal Banker vs Teller?

AspectUniversal BankerTeller
Required CredentialsHigh school diploma or equivalent; some roles may require banking certificationsHigh school diploma or equivalent
Work EnvironmentBank branches, handling multiple banking servicesBank counters, primarily cash transactions
Job ResponsibilitiesCustomer service, account opening, loan processing, cash handlingCash transactions, deposits, withdrawals, basic customer inquiries
Employer & Industry UsageCommercial banks, credit unionsCommercial banks, credit unions

Universal Bankers have a broader role, handling various banking services and customer needs, while Tellers focus mainly on cash transactions and basic customer service. Universal Bankers often require additional skills and certifications, making their role more versatile within banking institutions.

Do I need a degree to be a universal banker?

A degree is not always required to become a universal banker, but many employers prefer candidates with a high school diploma or equivalent. Relevant skills such as customer service, cash handling, and financial knowledge are often prioritized, and some positions may require or prefer post-secondary education or certifications in banking or finance.

Is a universal banker an entry level job?

A universal banker position is often considered entry-level, suitable for individuals with basic customer service skills and a high school diploma. It typically involves training on banking products, financial transactions, and customer interaction, making it accessible to those starting their banking careers.

What are popular job titles related to Universal Banker jobs in Alberta?

For Universal Banker jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Universal Banker jobs in Alberta look for?

The top searched job categories for Universal Banker jobs in Alberta are:

What cities in Alberta are hiring for Universal Banker jobs?

Cities in Alberta with the most Universal Banker job openings:

What are popular job titles related to Universal Banker jobs in AB?

For Universal Banker jobs in AB, the most frequently searched job titles are:

Infographic showing various Universal Banker job openings in Alberta as of August 2026, with employment types broken down into 50% Full Time, and 50% Contract. Highlights an 50% In-person, and 50% Hybrid job distribution.

Full-time

Retirement

Posted 21 days ago


Job description

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 CIBC.com

What you'll be doing

As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll make a meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you'll proactively engage with clients and leverage CIBC's best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial success. You're flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.

How you'll succeed

  • Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their goals.

  • Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

  • Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.

  • You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.

  • You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

  • You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

  • You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.

  • You can demonstrate 1 year experience in working with clients and achieving sales results. It's an asset if you have prior banking experience in a similar capacity.

  • You're a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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*, defined benefit pension plan*, an employee share purchase plan, 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 Mailbox.careers-carrieres@cibc.com

  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we're actively recruiting for, unless stated otherwise.

  • 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.

  • We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

  • We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

19587 Seton Crescent SE

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented