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CIBC

Runs banking and investment services across North America

Financial Service Representative - Hybrid, Outbound calls, Bilingual

Account ExecutiveUpdated on Nov 10
Full-timeMontreal, QC, CanadaNo salary listed

About the Job

Requirements

  • Fluency in French and English is required to support business operations outside Quebec, Canada.
  • Ability to work independently from home in a secure, enclosed workspace without noise or distractions.
  • A wired internet connection with at least 15 Mbps download speed and 10 Mbps upload speed is required; satellite internet is prohibited.
  • Flexibility to work Monday through Friday between 9:00 a.m. and 8:00 p.m., and Saturday between 10:00 a.m. and 6:00 p.m.
  • Ability to navigate and focus on multiple software applications and dual monitors.
  • Must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Responsibilities

  • Proactively contact clients by outbound calls to suggest new and existing financial services products that may help them reach their financial goals.
  • Share knowledge of products and campaigns with clients through outbound calls.
  • Develop an in-depth understanding of clients’ financial needs through meaningful conversations.
  • Provide information and resolutions to client issues promptly.
  • Focus on each client’s experience and connect on a personal level by listening, asking questions, and identifying suitable solutions.
  • Recommend financial solutions and proactively suggest products that support clients’ financial goals.
  • Work with the team to connect clients with appropriate people and opportunities.
  • Maintain knowledge of CIBC’s new and existing financial products and solutions.

About the Company

CIBC

Runs banking and investment services across North America

CIBC runs personal and business banking, wealth management and capital markets businesses for clients in Canada and the United States. Its Canadian retail bank pairs banking centres and contact centres with mobile and online services, while its U.S. business focuses on commercial clients and private wealth. Customers use its accounts, mortgages, loans and investment services to manage cash, borrow and invest. The bank earns interest on lending, charges account and advisory fees, and generates revenue from securities trading and investment management. CIBC was formed by a bank merger in 1961, with operating roots dating to 1867, and is headquartered in Toronto, Ontario.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1961

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