Mobile Financial Services Representative
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.
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.
- 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
- Entrepreneurial in nature and comfortable working in a self-managed environment.
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
- a benefits program
- defined benefit pension plan
- an employee share purchase plan
- a 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
