Mobile Financial Services Representative
Description
As a Mobile Financial Services Representative at CIBC, you will be part of the Personal and Business Banking team, focused on delivering exceptional client experiences at CIBC Kiosks within Costco Warehouses. This involves proactively engaging clients to understand their financial needs, selling Chequing and Savings accounts, providing high-level information on other products, and referring clients to appropriate Banking Centres for non-deposit advice. The role requires an entrepreneurial approach and comfort in a self-managed environment.
What We're Looking For
Proactively engage Costco members to understand immediate and long-term financial needs.,Identify opportunities for financial solutions and make introductions to banking centre colleagues.,Deliver consistent client service and meet sales targets.,Track and update sales activities accurately.,Process transactions and maintain client confidentiality.,Be visible and accessible to clients.,Promote and demonstrate digital banking options.,Experience in a fast-paced sales and service environment, preferably in financial and client service industry.,Well-developed interpersonal and conversational skills.,Client-focused mindset, going the extra mile.,Goal-oriented and motivated to achieve targets.,Passionate about building relationships.,Digitally savvy and adaptable to new technologies.,Strong sense of curiosity and love for learning.,Uphold CIBC values: trust, teamwork, and accountability.
Ideal Candidate
Experience in a fast-paced sales and service environment, preferably in a financial and client service industry.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, rotational shift work Monday to Sunday between 7:00 AM and 9:00 PM.
Benefits
Special Commitments
Must be willing to work rotational shifts Monday to Sunday (7:00 AM - 9:00 PM), work weekends and some statutory holidays, and commute between nearby Costco Warehouses.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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