Connect with clients as a Mobile Financial Services Representative at CIBC, located within Costco environments. Your role will focus on enhancing customer experiences through proactive engagement and tailored financial solutions.
In this full-time position, you will serve as the first point of contact, fostering client loyalty by understanding their banking needs. Positioned at Costco kiosks, you will complete account transactions and educate clients on additional banking products. This role is ideal for someone who is entrepreneurial and thrives in a self-directed setting, while also becoming a technology advocate for clients.
Key Responsibilities:
• Initiate and manage discussions with Costco warehouse clients
• Facilitate the opening of Chequing and Savings accounts
• Provide high-level information on available product offerings
• Maintain accurate sales tracking and compliance documentation
• Promote digital banking solutions to enhance client engagement
Requirements:
• Experience in a client service sales workplace
• Strong interpersonal and communication skills
• Goal-focused with a commitment to client satisfaction
• Tech-savvy, with the ability to embrace changes
• Willingness to work in rotating shifts including weekends
Support CIBC's mission to provide exceptional banking experiences by leveraging your skills and passion for client services.
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