- 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 fast-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 rapid-paced financial services environment. Proficient in promoting digital banking solutions and tracking sales activities while maintaining client confidentiality.

Highest-signal resume keywords

- Client Relationship Management
- Sales Experience
- Interpersonal Skills
- Digital Banking Promotion
- Goal-Oriented Mindset

ATS Optimization Keywords

Hard Skills

- Sales of Chequing Accounts
- Sales of Savings Accounts
- Client Needs Assessment
- Sales Activity Tracking

Soft Skills

- Interpersonal Skills
- Conversation Skills
- Curiosity
- Motivation

Industry Keywords

- Financial Services
- Client Service
- Sales Environment

Tools & Technologies

- Digital Banking Tools

📌 Mobile Financial Services Representative (Burlington)
🏢 Jobtailor
📍 Burlington