Mobile Team Manager

Lead and coach a team of Mobile Financial Service Representatives.

Deliver exceptional client experience and deepen client relationships.

Focus on sales of CIBC deposit accounts and uncover referral opportunities.

Inspire team performance and champion a 'One Team' approach.

Connect clients with appropriate financial advice.

Conduct business development within Costco Warehouses and the broader community.

Create a positive and productive working environment, recognize team contributions.

Advocate CIBC within the community for recruitment.

Ensure compliance with policies, standards, and controls.

Protect CIBC’s assets and reputation, manage risk by adhering to regulatory guidelines and operational procedures.

Monitor business performance, implement action plans to close gaps, and work as one team to increase overall performance.

Experience in the financial services industry with well-developed sales management and advisory coaching experience and skills.

Solid understanding of sales and sales management processes.

Knowledge required to ensure efficient and effective client experience while maximizing business opportunities.

Caring and accountable leader, passionate about developing and growing team members' abilities.

Experience providing coaching and hands-on support to meet team goals.

Ability to take initiative and deliver results.

Goal-oriented and motivated to make a difference.

Passionate about people, able to connect with others through respect and authenticity.

Asset: Current accreditation in good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and Branch Managers’ Course (BMC) or Branch Compliance Office Course (BCO).

Commuting to meet team members at nearby Costco Warehouses is required, as kiosk locations change every 4 to 6 weeks.