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Mobile Financial Services Representative at CIBC - ApplyBlast

Mobile Financial Services Representative

CIBC

4 months ago

4.3 on Glassdoor

Surrey, BC

Onsite

Full Time

Junior

0 applicants

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About this role

This role serves as the first point of contact at a CIBC Kiosk inside Costco warehouses, engaging clients to understand their financial needs and drive sales of deposit products. Responsibilities include identifying opportunities for mortgages and other banking solutions while referring complex advice to specialized centers. Employees must thrive in a self-managed, entrepreneurial environment with extended, rotational shift hours.

Responsibilities

Proactively engage Costco members to address immediate and long-term financial goals
Complete sales of Chequing, Savings accounts, and other approved banking products
Refer clients requiring non-deposit advice or servicing to appropriate Banking Centres
Demonstrate service excellence and achieve consistent sales performance targets
Promote digital banking options by assisting clients with Mobile and Online banking

Skills

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.