Mobile Financial Services RepresentativeApplylocations: Richmond Hill, ON: Ajax, ON: Oshawa, ON: Newmarket, ON: East Gwillimbury, ONtime type: Full timeposted on: Posted Todaytime left to apply: End Date: May 16, 2026 (3 days left to apply)job requisition id: 2610585We’re building a relationship-oriented bank for the modern world. comWhat you’ll be doingAs 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 (e.g., mortgages, Investor’s Edge, registered products) within the scope of the agreed product mix with Costco.

You’ll refer clients for non-deposit account advice and servicing conversations to the appropriate Banking Centre. To successfully perform the work, you will be on-site full-time.This role is located inside Costco warehouses with extended hours of business and requires rotational shift work Monday to Sunday between the hours of 7:00 AM and 9:00 PM, based on the warehouse hours. You will be required to work on weekends and some statutory holidays.

How you’ll succeed Business Development - 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.

Sales and Service Execution- 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. Maintain and ensure client confidentiality at all times to ensure compliance with established policies and procedures.

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.Who you are You can demonstrate experience in a rapid-paced sales and service environment, preferably in a financial and client service industry. You find meaning in relationships and surround yourself with a diverse network of partners. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program\, defined benefit pension plan\, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

We use artificial intelligence tools during the recruitment process. Job LocationRichmond Hill-10652 Leslie StEmployment TypeRegularWeekly Hours37.5SkillsBranch Banking, Client Service, Customer Engagement, Customer Experience (CX), Customer Service, Identifying Opportunities, Proactive Strategies, Product Knowledge, Sales, Up Selling ProductsAt CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

#

📌 Financial Service Representative (Fulltime) (Richmond Hill)
🏢 CIBC US
📍 Richmond Hill