Financial Customer Service Representative #74861

Company: CIBC

Job Description

What You'll Be Doing
  • Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients
  • Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients' opportunities
  • Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection
  • Demonstrate the benefits and assist clients in using all channels such as Bank Machines, Telephone Banking, Mobile and Online Banking
  • Resolve client problems quickly and/or refer to colleagues, as appropriate
  • Work as part of a team to ensure the client is receiving the most appropriate advice and introduce them to the appropriate colleague to meet their needs
  • Keep current on CIBC products and systems to close any gaps in knowledge
  • Introduce clients to CIBC's best-in-class online and mobile banking technology (e.g. Tablet, ATM, Online and Mobile "apps"
  • Participate in marketing and business development activities such as client acknowledgement programs and client appreciation activities
What We're Looking For
  • Your values align to ours - trust, teamwork and accountability
  • Passion for client service. You enjoy talking with clients, are interested in getting to know them and helping them achieve their goals
  • Well-developed interpersonal and communications skills including the ability to actively listen, empathize, ask questions and respond in language that clients understand
  • Ability to engage and quickly connect with clients making the client feel their business is valued
  • You are organized and can set priorities to achieve performance targets
  • Proven experience and engagement with the latest digital technology and mobile "apps"
  • You take accountability for solving client problems by identifying solutions and options that work for the client
  • Committed to personal development and have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 2 - 3 years of experience promoting products to meet client needs required. Prior experience promoting financial services products including credit cards, accounts, mortgages and credit lines is a definite asset
What CIBC Can Offer You
  • Flexible health benefits, stock purchase plan, competitive incentive pay and recognition programs
  • Competitive salary and banking benefits
  • Career growth, development and continuous learning opportunities
  • Opportunity to be involved in CIBC events that help our communities
What You Need To Know
  • Must be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work permit or study permit that allows the candidate to fulfill the requirements of the role
  • This is a regular fulltime role with a schedule of 37.5 hours per week. This requires an individual capable of working flexible hours based on the branch operations including days, evenings and weekends
  • Occasional travel may be required within assigned region
  • This role requires a Mutual Funds License in good standing (Canadian Securities Course or Investment Funds In Canada)

Apply Now!

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