Mobile Financial Services Representative

CIBC • Surrey, BC

2d • Onsite

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. As a member of the Personal and Business Banking team, you’ll deliver an exceptional client experience to support CIBC’s vision of leadership in client relationships and increased client loyalty. Serving as the first point of contact at a CIBC Kiosk in Costco Warehouses, you’ll proactively engage clients to understand their needs and identify opportunities. You’ll complete sales of Chequing and Savings accounts, and provide high-level information on other products (e.g., mortgages, Investor’s Edge, registered products) within the scope of the agreed product mix with Costco. You’ll refer clients for non-deposit account advice and servicing conversations to the appropriate Banking Centre. You’ll thrive in this role if you are entrepreneurial in nature and comfortable working in a self-managed environment. At CIBC, we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you will be on-site full-time. This role is located inside Costco warehouses with extended hours of business and requires rotational shift work Monday to Sunday between the hours of 7:00 AM and 9:00 PM, based on the warehouse hours. You will be required to work on weekends and some statutory holidays. Commuting between nearby Costco Warehouses is required, as the kiosk location changes.

Requirements

• Experience in a fast-paced sales and service environment, preferably in a financial and client service industry.
• Well-developed interpersonal and conversation skills to proactively engage clients in a Costco Warehouse.
• Put our clients first.
• Engage with purpose to find the right solutions.
• Go the extra mile because it is the right thing to do.
• Goal oriented.
• Motivated by accomplishing your goals and delivering your best to make a difference.
• Passionate about people.
• Find meaning in relationships and surround yourself with a diverse network of partners.
• Connect with others through respect and authenticity.
• Digitally savvy.
• Seek out innovative solutions and embrace evolving technologies.
• Easily adapt to new tools and trends.
• Love to learn.
• Passionate about growing your knowledge.
• Strong sense of curiosity.
• Values matter to you.
• Bring your real self to work, and live our values - trust, teamwork, and accountability.
• Legally eligible to work at the location(s) specified.
• Where applicable, must have a valid work or study permit.

Responsibilities

• Proactively engage in discussions with Costco members at a warehouse to understand client’s immediate financial needs while identifying opportunities to address longer term financial goals.
• Understand the full suite of products available at banking centres in order to identify opportunities during conversations with Costco members and make viable introductions to banking centre based colleagues.
• Deliver consistent client service excellence and strong sales results to meet performance targets.
• Demonstrate service excellence by being visible and accessible to clients at all times and ensuring financial solutions meet client needs.
• Track, record and update sales activities into the appropriate tool(s) and systems accurately.
• Process valid transactions, complete all related documentation on time and obtain authorization as required.
• Maintain and ensure client confidentiality at all times to ensure compliance with established policies and procedures.
• Opening or closing the kiosk at the start or end of business hours may be required.
• Promote and demonstrate the use of digital banking options by introducing the client to alternative ways to bank and describe the benefits by assisting the client in using digital options such as Mobile or Online banking.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed