Onsite Mobile Financial Services Representative

Posted 2 days ago

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About the role

  • Mobile Financial Services Representative at CIBC engaging clients in Costco warehouses. Delivering client experiences and completing banking product sales in a self-managed environment.

Responsibilities

  • Deliver exceptional client experience as the first point of contact
  • Proactively engage clients to understand needs and identify opportunities
  • Complete sales of Chequing and Savings accounts
  • Provide high-level information on products
  • Refer clients for non-deposit account advice
  • Thrive in a self-managed environment

Requirements

  • Experience in a fast-paced sales and service environment
  • Well-developed interpersonal and conversation skills
  • Goal-oriented
  • Motivated by accomplishing goals
  • Passionate about people and relationships
  • Digitally savvy
  • Willingness to learn and grow
  • Strong sense of curiosity

Benefits

  • Competitive salary
  • Incentive pay
  • Banking benefits
  • Defined benefit pension plan
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers, our social, points-based recognition program

Job title

Mobile Financial Services Representative

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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