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
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