Mobile Financial Services Representative

CIBC Capital Markets

Edmonton, Canada
**
Client experience
Sales of chequing and savings accounts
Proactively engage clients
** CIBC Capital Markets is seeking a Mobile Financial Services Representative to join their Personal and Business Banking team in Edmonton, Canada. The role involves delivering exceptional client experiences at a kiosk in Costco, engaging clients to identify their financial needs, and promoting bank products. **

Job Summary

  • Deliver an exceptional client experience to support CIBC’s vision of leadership in client relationships and increased client loyalty.
  • 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.
  • Deliver consistent client service excellence and strong sales results to meet performance targets.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking a Mobile Financial Services Representative to join their Personal and Business Banking team in Edmonton, Canada. The role involves delivering exceptional client experiences at a kiosk in Costco, engaging clients to identify their financial needs, and promoting bank products. **

Skills & Requirements

Must-have

  • Client experience
  • Sales of Chequing and Savings accounts
  • Proactively engage clients
  • Self-managed environment
  • Rotational shift work
  • Weekend and holiday work

Nice-to-have

  • Relationship-oriented bank
  • Embrace strengths and ambitions
  • Leveraging digital banking options
  • Entrepreneurial in nature

Key Requirements

  • Experience in fast-paced sales and service environment
  • Experience in financial and client service industry
  • Well-developed interpersonal and conversation skills

Work Rights

Not specified

Tailored Resume

Cover Letter