Financial Service Representative - Contract/Secondment (Evergreen)

CIBC•Regina, SK

11d•Hybrid

About The Position

You’ll work in a fast paced Contact Centre where you’ll proactively reach out to clients to suggest new and existing financial services products that will help them reach their financial goals. As an Outbound Financial Services Representative, you’ll share your knowledge of products and campaigns with clients through outbound calls. You’ll engage in meaningful conversations, where you’ll seek to develop an in-depth understanding of their financial needs. You’ll quickly provide information and resolutions to the client’s issues. You’re flexible to work from Monday to Friday from 9:00 am to 8:00 pm and Saturday from 10:00 am to 6:00 pm. This is a temporary (fixed-term) full-time opportunity with an estimated start date in late July 2026 and an estimated end date of January 31, 2027. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. Kindly note, this position will begin on site for a minimum 90 day period. In the event you are provided the opportunity to work from home, the below requirements are mandatory for our Agent@Home program. We have embarked on an Agent@Home remote work program. All employees are required to meet the Agent@Home program requirements and be able to attend your primary work location within two hours’ notice for any business-related purposes.

Requirements

Ability to work independently as an Agent@Home with a secure workspace, in a room or office with a door that closes it off from noises and distractions.
Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps).
Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service.
Put our clients first.
Engage with purpose to find the right solutions.
Go the extra mile.
Love to learn.
Be passionate about growing your knowledge.
Be goal oriented.
Be motivated by accomplishing your goals and delivering your best to make a difference.
Act like an owner.
Thrive when empowered to take the lead, go above and beyond, and deliver results.
Engage with your heart and mind.
Care about people and understand different perspectives.
Listen and learn from the experiences of others.
Values matter to you.
Bring your real self to work and live our values - trust, teamwork, and accountability.
Legally eligible to work at the specified location(s).
Where applicable, must have a valid work or study permit.
Bank Products
Call Center
Client Service
Communication
Financial Products
Outbound Calls
Work Collaboratively

Responsibilities

Proactively reach out to clients to suggest new and existing financial services products.
Share knowledge of products and campaigns with clients through outbound calls.
Engage in meaningful conversations to understand client financial needs.
Provide information and resolutions to client issues.
Focus on each client experience and connect on a personal level.
Listen, ask questions, and put yourself in the client’s shoes to find the right solutions.
Connect clients with the right financial solutions.
Proactively suggest products that will help clients achieve their financial goals.
Work with your team to ensure clients are connected to the right people and opportunities.
Be an expert in CIBC’s comprehensive financial product offerings.
Keep up to date with both new and existing solutions.
Maintain an ongoing learning mindset.
Easily navigate and focus on multiple software applications and dual monitors.