Financial Service Representative (Fulltime)

Were building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team youll deliver an exceptional client experience to support CIBCs vision of leadership in client relationships and increased client loyalty. Serving as the first point of contact at a CIBC Kiosk in Costco Warehouses youll proactively engage clients to understand their needs and identify opportunities. Youll complete sales of Chequing and Savings accounts and provide high-level information on other products (e.g. mortgages Investors Edge registered products) within the scope of the agreed product mix with Costco. Youll refer clients for non-deposit account advice and servicing conversations to the appropriate Banking Centre. To successfully perform the work you will be on-site full-time.

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. Business Development - Proactively engage in discussions with Costco members at a warehouse to understand clients 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. Maintain and ensure client confidentiality at all times to ensure compliance with established policies and procedures. 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.

You can demonstrate experience in a fast-paced sales and service environment preferably in a financial and client service industry. You find meaning in relationships and surround yourself with a diverse network of partners. We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social points-based recognition program.
All roles posted are opportunities were actively recruiting for unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation coding French proficiency).
We use artificial intelligence tools during the recruitment process. Banking Branch Banking Client Relations Client Service Customer Engagement Customer Experience (CX) Financial Goals Identifying Opportunities Product Knowledge