Mobile Financial Services Representative

• Deliver exceptional client experience to support CIBC’s vision of leadership in client relationships.
• Engage clients at a CIBC Kiosk in Costco to understand their needs and identify opportunities.
• Complete sales of Chequing and Savings accounts, and provide information on other products.
• Refer clients for non-deposit account advice and servicing to appropriate Banking Centre.
• Track and record sales activities accurately and ensure client confidentiality.
• Promote and demonstrate digital banking options to clients.

Requirements

• Experience in a fast-paced sales and service environment, preferably in a financial and client service industry.
• Well-developed interpersonal and conversation skills to proactively engage clients.
• Ability to engage with purpose to find the right solutions.
• Goal-oriented and motivated by accomplishing goals.
• Passionate about people and building relationships.
• Digitally savvy and able to adapt to new tools and trends.
• Strong sense of curiosity and a desire to learn.

Core Competencies

Demonstrates strong client engagement and relationship-building skills, with a focus on delivering exceptional client experiences in a fast-paced financial services environment. Proficient in promoting digital banking solutions and tracking sales activities while maintaining client confidentiality.

Highest-signal resume keywords

• Client Relationship Management
• Sales Experience
• Interpersonal Skills
• Digital Banking Promotion
• Goal-Oriented Mindset

ATS Optimization Keywords

Hard Skills

• Sales of Chequing Accounts
• Sales of Savings Accounts
• Client Needs Assessment
• Sales Activity Tracking

Soft Skills

• Interpersonal Skills
• Conversation Skills
• Curiosity
• Motivation

Industry Keywords

• Financial Services
• Client Service
• Sales Environment

Tools & Technologies

• Digital Banking Tools