Client Focused Financial Services Representative Toronto

Client Focused Financial Services Representative Toronto

09 Sep
|
CIBC
|
Toronto

09 Sep

CIBC

Toronto

Become a Client-Focused Financial Services Representative at CIBC. Deliver tailored financial solutions through proactive client outreach and exceptional engagement. This full time, temporary role at CIBC’s Toronto Contact Centre emphasizes client experience and engagement. As a Client-Focused Financial Services Representative, you will reach out to clients, assess their financial needs, and connect them with relevant financial products. Your ability to listen and understand will drive meaningful interactions and successful client outcomes. Key Responsibilities:
Initiate outbound calls to assess client needs
Suggest financial products that align with clients’ goals
Engage in effective conversations to foster client relationships
Quickly resolve client inquiries and issues
Collaborate with team members to enhance client service Requirements:
Robust focus on client engagement and service excellence
Previous experience in financial services is preferred
Comfortable using dual monitors and software tools
Adaptable availability for work schedules
Comply with program requirements if applicable Use your financial acumen and communication skills to enrich client experiences at CIBC. #J-18808-Ljbffr

📌 Client Focused Financial Services Representative Toronto
🏢 CIBC
📍 Toronto

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