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Mobile Financial Services Representative
Mobile Financial Services RepresentativeCIBC • Edmonton, AB
Mobile Financial Services Representative

Mobile Financial Services Representative

CIBC • Edmonton, AB
3 days ago
Job type
  • Full-time
Job description

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.

À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font.

Pour en savoir plus sur la Banque CIBC, visitez le site .

What you’ll be doing

As a member of the Personal and Business Banking team, you’ll deliver an exceptional client experience to support CIBC’s vision of leadership in client relationships and increased client loyalty. Serving as the first point of contact at a CIBC Kiosk in Costco Warehouses, you’ll proactively engage clients to understand their needs and identify opportunities. You’ll complete sales of Chequing and Savings accounts, and provide high-level information on other products (e.g., mortgages, Investor’s Edge, registered products) within the scope of the agreed product mix with Costco. You’ll refer clients for non-deposit account advice and servicing conversations to the appropriate Banking Centre. You’ll thrive in this role if you are entrepreneurial in nature and comfortable working in a self-managed environment.

This role is located inside Costco warehouses with extended hours of business and requires rotational shift work Monday to Sunday between the hours of 7 : 00 AM and 9 : 00 PM, based on the warehouse hours. You will be required to work on weekends and some statutory holidays. Commuting between nearby Costco Warehouses is required, as the kiosk location changes.

How you’ll succeed

Business Development - Proactively engage in discussions with Costco members at a warehouse to understand client’s immediate financial needs while identifying opportunities to address longer term financial goals. Understand the full suite of products available at banking centres in order to identify opportunities during conversations with Costco members and make viable introductions to banking centre based colleagues.

Sales and Service Execution - Deliver consistent client service excellence and strong sales results to meet performance targets. Demonstrate service excellence by being visible and accessible to clients at all times and ensuring financial solutions meet client needs. Track, record and update sales activities into the appropriate tool(s) and systems accurately. Process valid transactions, complete all related documentation on time and obtain authorization as required. Maintain and ensure client confidentiality at all times to ensure compliance with established policies and procedures. Opening or closing the kiosk at the start or end of business hours may be required.

Leveraging Technology - Become a technology expert. Promote and demonstrate the use of digital banking options by introducing the client to alternative ways to bank and describe the benefits by assisting the client in using digital options such as Mobile or Online banking.

Who you are

You can demonstrate experience in a fast-paced sales and service environment, preferably in a financial and client service industry. You can demonstrate well-developed interpersonal and conversation skills to proactively engage clients in a Costco Warehouse.

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because it is the right thing to do.

You are goal oriented. You are motivated by accomplishing your goals and delivering your best to make a difference.

You are passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

You're digitally savvy.  You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.

You love to learn. You are passionate about growing your knowledge. You have a strong sense of curiosity.

Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

Ce que la Banque CIBC vous offre

À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu’employé, nous nous efforçons de créer des occasions qui vous permettront d’exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l’adhésion à un programme d’avantages sociaux

  • , à un régime de retraite à prestations déterminées
  • et à un régime d’achat d’actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.

Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.

Nous favorisons une culture qui encourage l’expression de vos ambitions au moyen d’initiatives comme la journée Raison d’être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.

  • Sous réserve des modalités du régime et du programme
  • Ce que vous devez savoir

    La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d’une solution d’adaptation, écrivez à .

    La Banque CIBC s’engage à faire preuve de clarté dans le cadre de son processus d’embauche. Tous les affichages visent à pouvoir des postes pour lesquels nous recrutons activement, à moins d’avis contraire.

    Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.

    Nous pourrions vous demander de remplir une évaluation fondée sur les attributs et d’autres tests de compétences (comme la simulation, la programmation, la maîtrise du français)

    Nous utilisons des outils d’intelligence artificielle pendant le processus de recrutement. Notre objectif pour le processus de demande est d’en apprendre davantage sur vous et sur tout ce que vous avez à offrir, et de vous donner l’occasion d’en apprendre davantage sur nous.

    Lieu de travail

    AB-Edmonton-10305-104 Avenue NW

    ​ Type d’emploi

    Permanent

    Heures de travail hebdomadaires

    37.5

    Compétences

    Bancaire, Connaissance du produit, Définir des occasions, Engagement client, Expérience client (CX), Objectifs financiers, Relations avec la clientèle, Service client, Système de banque à succursales

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    Mobile Financial Services Representative • Edmonton, AB

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