Senior Financial Analyst for BARBRI's Financial Planning & Analysis team. Involved in budgeting, forecasting, and providing financial analysis to support business decisions.
About the role
- Mobile Financial Services Representative delivering exceptional client service and sales in Costco. Engaging clients to understand financial needs and referring to appropriate banking services.
Responsibilities
- Deliver exceptional client experience to support CIBC’s vision of leadership in client relationships.
- Engage clients to understand their needs and identify opportunities.
- Complete sales of Chequing and Savings accounts and provide high-level information on other products.
- Thrive in an entrepreneurial, self-managed environment.
- Work on-site full-time with rotational shift work.
- Commuting between nearby Costco Warehouses is required.
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.
- Goal oriented and motivated by accomplishing goals and delivering best to make a difference.
- Passionate about people and finding meaning in relationships.
- Digitally savvy and adaptable to new tools and trends.
- Passionate about growing knowledge with a strong sense of curiosity.
- Values trust, teamwork, and accountability.
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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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