Finance professional analyzing financial data and metrics for defense programs with stakeholders. Driving excellence in financial strategy and supporting operational planning in Tewksbury, MA.
About the role
- Outbound Financial Services Representative engaging clients via calls and suggesting financial products at CIBC. Focusing on understanding client financial needs and providing suitable solutions.
Responsibilities
- Work proactively to reach out to clients and suggest financial services products
- Engage in meaningful conversations to develop an understanding of clients' financial needs
- Provide information and resolutions to client issues
- Collaborate with team members to connect clients with the right financial solutions
Requirements
- Ability to work independently as an Agent@Home with a secure workspace
- Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate
- Flexible to work from Monday to Friday from 9:00 AM to 08:00 PM and Saturday from 10:00 AM to 6:00 PM
- Excellent product knowledge and expertise in CIBC's financial product offerings
- Computer savvy - easily navigate and focus on multiple software applications and dual monitors
Benefits
- Competitive compensation
- Banking benefit*
- Wellbeing support
- Employee and family assistance programs
- MomentMakers, our social, points-based recognition program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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