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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in mortgage procedures and client relationship management while ensuring compliance with regulatory requirements. Proficient in bilingual communication to effectively serve diverse clients and enhance their experience.
Highest-signal resume keywords
Mortgage ProceduresClient ExperienceBilingual CommunicationRegulatory ComplianceCross-Selling Banking Products
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage AnalysisFinancial Needs AssessmentProblem ResolutionAttribute-Based AssessmentsFrench Proficiency
Soft Skills
Interpersonal SkillsIndependent WorkFlexibility
Tools & Technologies
Remote Work ToolsInternet Connectivity
Certifications & Qualifications
Valid Work or Study Permit
Industry Keywords
CIBC PoliciesMarket DevelopmentsMortgage RetentionClient Inquiries
About the role
Key responsibilities & impact- Serve as the primary access point for routine mortgage inquiries
- Analyze client inquiries and apply mortgage procedures, policies, and principles
- Focus on client experience and build personal connections
- Identify additional financial needs and cross-sell CIBC banking products
- Explain recommended actions accurately and ensure client understanding
- Resolve client issues while complying with CIBC policies and regulatory requirements
- Follow scripts and provide timely, accurate information
- Maintain knowledge of mortgage products, policies, procedures, competitors, legislation, and market developments
- Identify at-risk mortgage business and refer clients to the CIBC Retention Team
- Collaborate with internal business partners to troubleshoot delays and problems
- Perform all work activities remotely, with occasional on-site attendance
Requirements
What you’ll need- Fluent in French and English to serve clients in the community
- Ability to work independently in a private and quiet workspace with a closing door
- Wired internet connection with minimum 15 Mbps download and 10 Mbps upload speeds
- Satellite internet providers are prohibited
- Flexibility to work assigned afternoon, evening, weekend, and holiday shifts
- Ability to work during Mortgage Retention Office hours: Monday–Friday 9:00am–8:00pm EST and Saturday 9:00am–5:00pm EST
- Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit
- Ability to complete attribute-based assessments and skills tests, including French proficiency testing if requested
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 off for growth and development
- Accessible candidate experience and accommodation support
