Deliver client-focused banking at CIBC’s Costco kiosk in Surrey, using sales and conversation skills to uncover financial needs. This is an on-site, full time role.
As a Mobile Financial Services Representative, you will support Personal and Business Banking through client engagement, account sales, and referrals. You will complete Chequing and Savings account sales while explaining other products within the agreed Costco product mix. The role also involves digital banking guidance, accurate documentation, and confidential service. Success requires experience in sales and service, strong interpersonal communication, and comfort in a self-managed environment.
Key Responsibilities:
- Engage Costco members to understand immediate financial needs
- Identify opportunities addressing longer-term financial goals
- Complete Chequing and Savings account sales
- Refer non-deposit advice to Banking Centre colleagues
- Promote Mobile and Online banking options
Requirements:
- Experience in a sales and service environment
- Financial or client service industry experience preferred
- Strong interpersonal and conversation skills
- Comfort working independently in a self-managed environment
- Availability for rotational shifts, weekends, and statutory holidays
Bring client engagement, financial services sales, and digital banking skills to CIBC’s Costco kiosk in Surrey.