Mobile Financial Services Representative

CIBC Capital Markets

Ottawa, Canada
On-site
Relationship-oriented bank
Client experience
Sales of chequing and savings accounts
CIBC Capital Markets is seeking a Mobile Financial Services Representative for their kiosks located within Costco warehouses in Ottawa. The role focuses on delivering exceptional client service, engaging with clients to identify their financial needs, and driving sales of banking products

Job Summary

  • As 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.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential, giving you a career rather than just a paycheck.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking a Mobile Financial Services Representative for their kiosks located within Costco warehouses in Ottawa. The role focuses on delivering exceptional client service, engaging with clients to identify their financial needs, and driving sales of banking products.

Skills & Requirements

Must-have

  • relationship-oriented bank
  • client experience
  • sales of Chequing and Savings accounts
  • proactively engage clients
  • self-managed environment
  • work in a Costco Warehouse

Nice-to-have

  • embrace your strengths and ambitions
  • meaningful impact
  • digitally savvy
  • love to learn
  • values matter to you

Key Requirements

  • experience in a fast-paced sales and service environment
  • experience in a financial and client service industry
  • well-developed interpersonal and conversation skills
  • legally eligible to work
  • valid work or study permit

Work Rights

Not specified

Tailored Resume

Cover Letter