CIBC Mobile Financial Services Role
C
CIBC
📍 richmond hill, york region, Canada
Job Description
Engage clients directly as a Mobile Financial Services Representative at CIBC within Costco Warehouses. Focus on delivering exceptional client experiences and identifying financial opportunities with every conversation.
In this full-time role based in Richmond Hill, you will serve clients first at a CIBC kiosk, establishing meaningful relationships while proactively fulfilling their financial needs. Your engagement will drive client loyalty through personalized service, and you'll utilize digital tools to promote modern banking solutions. Experience in a sales and service environment is essential for success.
Key Responsibilities:
• Proactively engage Costco members to understand financial needs
• Complete sales transactions for Chequing and Savings accounts
• Deliver exceptional client service and track sales activities
• Promote digital banking options to enhance client experience
• Open and close the kiosk as required
In this full-time role based in Richmond Hill, you will serve clients first at a CIBC kiosk, establishing meaningful relationships while proactively fulfilling their financial needs. Your engagement will drive client loyalty through personalized service, and you'll utilize digital tools to promote modern banking solutions. Experience in a sales and service environment is essential for success.
Key Responsibilities:
• Proactively engage Costco members to understand financial needs
• Complete sales transactions for Chequing and Savings accounts
• Deliver exceptional client service and track sales activities
• Promote digital banking options to enhance client experience
• Open and close the kiosk as required