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

CIBC•Toronto, ON

9d•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. Kindly note, this position will begin on site at 40 Dundas St. West, 6th, Toronto, ON 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

Client engagement - 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, every time.
Recommending 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.
Product knowledge - 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.
Computer savvy - Easily navigate and focus on multiple software applications and dual monitors.
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 love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
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.
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.

Nice To Haves

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 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 financial needs.
Quickly provide information and resolutions to client 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 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, and maintain an ongoing learning mindset.
Easily navigate and focus on multiple software applications and dual monitors.