Financial Service Representative (Hybrid) - Outbound calls - Bilingual

CIBC•Montreal, QC

1d•Hybrid

About The Position

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. 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. This is a 6-month contract role. CIBC is transitioning to an Agent@Home model based on performance, for this role you will be required to work from home. The expectation and details will be confirmed if you move through the recruitment process. Even though this role is a remote position, the expectation is that you must be able to attend your primary CIBC location within two hours upon request (e.g. technology/service outages, Business Contingency Planning, team meetings, celebration, events, etc.).

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 service providers are prohibited and cannot be used due to the impact on call quality and service stability.
Fluent in French and English to support business operations outside of Quebec, Canada.
Legally eligible to work at the location(s) specified.
Where applicable, must have a valid work or study permit.

Nice To Haves

Ability to attend your primary CIBC location within two hours upon request (e.g. technology/service outages, Business Contingency Planning, team meetings, celebration, events, etc.).

Responsibilities

Proactively reach out to clients to suggest new and existing financial services products that will help them reach their financial goals.
Share knowledge of products and campaigns with clients through outbound calls.
Engage in meaningful conversations to develop an in-depth understanding of client's financial needs.
Quickly provide information and resolutions to the client’s issues.
Focus on each client experience and connect on a personal level to make every interaction meaningful.
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 them to 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, and maintain an ongoing learning mindset.
Easily navigate and focus on multiple software applications and dual monitors.