Financial Services Representative II, TB Outbound (6 Month Contract)

CIBC•Vancouver, BC

15d•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.

Requirements

Client engagement
Recommending solutions
Product knowledge
Computer savvy
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)
Must be legally eligible to work at the location(s) specified and have a valid work or study permit.
Bank Products
Call Center
Client Service
Communication
Financial Products
Outbound Calls
Work Collaboratively

Nice To Haves

Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service

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.
Quickly 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.
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.