CIBC US

Financial Planning and Analysis

• Work in a fast-paced Contact Centre
• Proactively reach out to clients through outbound calls
• Suggest new and existing financial services products aligned with clients’ financial goals
• Share knowledge of products and campaigns with clients
• Engage in meaningful conversations to understand clients’ financial needs
• Provide timely information and resolutions to client issues
• Focus on each client experience and build personal connections
• Recommend appropriate financial solutions and connect clients with relevant teams and opportunities
• Maintain expertise in CIBC’s financial product offerings and keep current with new and existing solutions
• Use multiple software applications and dual monitors
• Work from home under CIBC’s Agent@Home model
• Attend the primary CIBC location within two hours upon request for outages, business-contingency planning, team meetings, celebrations, or events

Financial Service Representative – Outbound Calls, Bilingual

• 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

Financial Service Representative – Outbound Calls, Bilingual

Mobile Financial Services Representative