u/Basic_Set_6970

▲ 7 r/CIBC

Commercial Banking Associate Role

Hey guys,

Interviewing for the Commercial Banking associate role currently. What is the day-to-day like? The training program? Sales expectations? Travel?

I'm not worried about dealing with clients since I have past bank experience, and I have completed the CSC and CPH. I also have accounting knowledge.

Any intel is greatly appreciated.

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u/Basic_Set_6970 — 6 days ago

Struggling with the Broker life? (Canada)

Hey guys,

I have been a commercial broker for 1.5 years. I have been doing well numbers wise, but I am having a hard time with how transactional it is. Clients who have had great service will leave to save $50, even if the coverage is not equal (Yes, I understand times are tough right now).

What are some better options for someone who is level 3 licensed? I don't mind talking to clients, but the brokerage does have a very heavy call center vibe.

Any tips are welcome. Thanks in advance.

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u/Basic_Set_6970 — 6 days ago

I have been working in commercial for 1.5 years and have completed the CAIB designation. I will be taking the CIP, but current employer does not want to pay for it. What are some options for roles other than being a broker? I do not live near any of the major carriers, but I have been applying for remote roles.

I have a university degree, and lots of client experience. I enjoy being a broker, but in my current role I do not get commission for the new business I have been writing, and have been getting more and more responsibilities with no increase in pay.

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u/Basic_Set_6970 — 19 days ago