Deliver exceptional client experience to support CIBC’s vision of leadership in client relationships.
Engage clients at a CIBC Kiosk in Costco to understand their needs and identify opportunities.
Complete sales of Chequing and Savings accounts, and provide information on other products.
Refer clients for non-deposit account advice and servicing to appropriate Banking Centre.
Track and record sales activities accurately and ensure client confidentiality.
Promote and demonstrate digital banking options to clients.
Requirements
Experience in a quick-paced sales and service environment, preferably in a financial and client service industry.
Well-developed interpersonal and conversation skills to proactively engage clients.
Ability to engage with purpose to find the right solutions.
Goal-oriented and motivated by accomplishing goals.
Passionate about people and building relationships.
Digitally savvy and able to adapt to new tools and trends.
Strong sense of curiosity and a desire to learn.
Core Competencies
Demonstrates strong client engagement and relationship-building skills, with a focus on delivering exceptional client experiences in a fast-paced financial services workplace. Proficient in promoting digital banking solutions and tracking sales activities while maintaining client confidentiality.