Mobile Financial Services Representative

CIBC US

. Serve as the first point of contact at a CIBC Kiosk in Costco Warehouses .

Posted 9/15/2026full-timeKirkland • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong sales and client service capabilities in a fast-paced financial environment, with a focus on engaging clients and promoting banking products. Proficient in maintaining client confidentiality and compliance with policies while delivering exceptional service.

Highest-signal resume keywords

Sales ExperienceClient EngagementInterpersonal SkillsFinancial Product KnowledgeDigital Banking Promotion

ATS Keywords

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Applicant 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 KnowledgeTransaction ProcessingDocumentation Completion

Soft Skills

Interpersonal SkillsConversation SkillsEntrepreneurial Nature

Tools & Technologies

Sales Tracking ToolsClient Service Systems

Industry Keywords

Financial ServicesClient Service IndustryKiosk OperationsCostco Warehouse

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 identify opportunities
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 for non-deposit account advice and servicing to the appropriate Banking Centre
Deliver consistent client service excellence and strong sales results to meet 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 and demonstrate digital banking options, including Mobile and Online banking
Make viable introductions to banking-centre colleagues
Work on-site full-time inside Costco warehouses with extended business hours

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
Ability to work rotational shifts Monday to Sunday between 9:00 AM and 8:30 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

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
Paid Purpose Day for growth and development
Accessible candidate experience and accommodation support
Technological toolkit and collaborative workspaces