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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and sales skills in a fast-paced financial environment, with a focus on delivering exceptional service and achieving sales targets. Proficient in digital banking tools and able to adapt to evolving technologies while maintaining client confidentiality.
Highest-signal resume keywords
Client EngagementSales PerformanceDigital ProficiencyInterpersonal SkillsFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales of Chequing AccountsSales of Savings AccountsMortgage InformationInvestor’s Edge KnowledgeRegistered Products KnowledgeTransaction ProcessingDocumentation Completion
Soft Skills
Goal-OrientedEntrepreneurial NatureProactive Client EngagementConversation Skills
Tools & Technologies
Digital Banking ToolsSales Tracking Systems
Certifications & Qualifications
Legally Eligible to Work
Industry Keywords
Financial ServicesClient ServiceCostco WarehouseKiosk Operations
About the role
Key responsibilities & impact- Serve as the first point of contact at a CIBC kiosk in Costco warehouses
- Proactively engage Costco members to understand immediate financial needs and longer-term goals
- Identify opportunities and make viable introductions to banking-centre colleagues
- Complete sales of chequing and savings accounts
- Provide high-level information on mortgages, Investor’s Edge, and registered products within the agreed Costco product mix
- Refer clients to the appropriate Banking Centre for non-deposit account advice and servicing
- Deliver client service excellence and achieve sales performance targets
- Track, record, and update sales activities accurately in relevant tools and systems
- Process valid transactions, complete documentation on time, and obtain required authorizations
- Maintain client confidentiality and comply with established policies and procedures
- Open or close the kiosk as required
- Promote digital banking options, including mobile and online banking, and assist clients with their use
- Work rotational shifts and commute between nearby Costco warehouse kiosks as locations change
Requirements
What you’ll need- Experience in a fast-paced sales and service environment, preferably in a financial and client service industry
- Well-developed interpersonal and conversation skills
- Ability to proactively engage clients in a Costco Warehouse
- Entrepreneurial nature and comfort working in a self-managed environment
- Goal-oriented approach
- Digital proficiency and ability to adapt to evolving technologies, tools, and trends
- Ability to work on-site full-time
- Availability for rotational shift work Monday to Sunday between 7:00 AM and 9:00 PM
- Ability to work weekends and some statutory holidays
- Ability to commute between nearby Costco Warehouses
- Legally eligible to work at the specified location(s); valid work or study permit where applicable
- French proficiency may be assessed if applicable
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Purpose Day: paid day off dedicated to investing in growth and development
- Accessible candidate experience and accommodation support