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CIBC

Runs banking and investment services across North America

First Nations/Métis/Inuit Candidates - Banking Centre Roles

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • For Financial Services Representative roles, have current accreditation and good standing in a Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • For Financial Services Representative roles, demonstrate 1 year of experience working with clients and achieving sales results.
  • For Mobile Financial Services Representative roles, demonstrate experience in a fast-paced sales and service environment, preferably in financial and client service.
  • For Mobile Financial Services Representative roles, have well-developed interpersonal and conversation skills to proactively engage clients in a Costco Warehouse.
  • Be legally eligible to work at the specified location(s) and, where applicable, have a valid work or study permit.
  • Be flexible to work banking-centre hours, which may include evenings and weekends; work at multiple banking centres within reasonable travel distance when applicable.
  • For Mobile Financial Services Representative roles, be available for rotational shifts Monday to Sunday between 7:00 AM and 9:00 PM, including weekends and some statutory holidays, and commute between nearby Costco Warehouses.
  • Demonstrate digital literacy and adapt to evolving tools and technologies.
  • Complete an attribute-based assessment and other skills tests, such as simulation, coding, or French proficiency, if requested.

Responsibilities

  • As a Financial Services Representative, meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
  • Use knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals.
  • Conduct marketing and outreach activities; grow networks, deepen client relationships, and connect clients to appropriate people and opportunities.
  • Introduce clients to mobile banking applications and help them manage banking needs digitally.
  • As a Mobile Financial Services Representative, proactively engage Costco members, understand immediate financial needs, and identify opportunities to address longer-term financial goals.
  • Complete sales of chequing and savings accounts, provide information on other products within the agreed Costco product mix, and refer clients for non-deposit account advice and servicing to the appropriate Banking Centre.
  • Track, record, and update sales activities accurately in appropriate tools and systems.
  • Process valid transactions, complete related documentation on time, and obtain authorization as required.
  • Maintain client confidentiality and comply with established policies and procedures.
  • Open or close the kiosk at the start or end of business hours when required.
  • Promote and demonstrate digital banking options, including mobile and online banking, and assist clients in using them.
  • As a Client Engagement Associate, answer questions, assist with transactions, guide clients through digital banking options, and connect clients with suitable solutions and team members.
  • Support sales of basic banking products, identify opportunities for specialist referrals, and strengthen client relationships.
  • Help clients manage accounts and products, explain relevant banking products and services, support suitable sales, and connect clients with the right CIBC team members.
  • Listen to clients, gather information, take accountability for client issues, and collaborate with others to create solutions.

Desired Qualifications

  • Prior banking experience in a similar capacity is an asset for Financial Services Representative roles.
  • Financial and client-service industry experience is preferred for Mobile Financial Services Representative roles.

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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