Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Mobile Financial Services Representative role.
Rezi rewrites your resume against CIBC's job description. Free.
Tailor your resume to this Mobile Financial Services Representative role.
Rezi rewrites your resume against CIBC's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Mobile Financial Services Representative posting at CIBC — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Mobile Financial Services Representative posting at CIBC — free, in seconds.
About the Role
As a member of the Personal and Business Banking team, you’ll deliver an exceptional client experience to support CIBC’s vision of leadership in client relationships and increased client loyalty. Serving as the first point of contact at a CIBC Kiosk in Costco Warehouses, you’ll proactively engage clients to understand their needs and identify opportunities. You’ll complete sales of Chequing and Savings accounts, and provide high-level information on other products. You’ll refer clients for non-deposit account advice and servicing conversations to the appropriate Banking Centre. You’ll thrive in this role if you are entrepreneurial in nature and comfortable working in a self-managed environment.
Responsibilities
- Proactively engage in discussions with Costco members at a warehouse to understand client’s immediate financial needs while identifying opportunities to address longer term financial goals.
- Understand the full suite of products available at banking centres in order to identify opportunities during conversations with Costco members and make viable introductions to banking centre based colleagues.
- Deliver consistent client service excellence and strong sales results to meet performance targets.
- Demonstrate service excellence by being visible and accessible to clients at all times and ensuring financial solutions meet client needs.
- Track, record and update sales activities into the appropriate tool(s) and systems accurately.
- Process valid transactions, complete all related documentation on time and obtain authorization as required.
- Maintain and ensure client confidentiality at all times to ensure compliance with established policies and procedures.
- Opening or closing the kiosk at the start or end of business hours may be required.
- Promote and demonstrate the use of digital banking options by introducing the client to alternative ways to bank and describe the benefits by assisting the client in using digital options such as Mobile or Online banking.
Requirements
- Demonstrate experience in a fast-paced sales and service environment, preferably in a financial and client service industry.
- Demonstrate well-developed interpersonal and conversation skills to proactively engage clients in a Costco Warehouse.
- Be legally eligible to work at the location(s) specified.
- May be asked to complete an attribute-based assessment and other skills test.
Skills
- Branch Banking
- Client Relations
- Client Service
- Customer Engagement
- Customer Experience (CX)
- Financial Services
- Identifying Opportunities
- Product Knowledge
- Sales
Location
- Burlington Banking Centre
Work Type
- On-site full-time
- Rotational shift work Monday to Sunday between the hours of 7:00 AM and 9:00 PM
- Requires working on weekends and some statutory holidays
- Commuting between nearby Costco Warehouses is required
Experience Level
- Experience in a fast-paced sales and service environment
Salary/Compensations
- Competitive salary
Benefits
- 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
About the Company
- We’re building a relationship-oriented bank for the modern world.
- At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
- Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
- CIBC is committed to clarity in our hiring process.
- All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
- We use artificial intelligence tools during the recruitment process.
- Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Equal Opportunity
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
- If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com