Financial Services Associate Costco

Position: Financial Services Associate at CIBC Costco
CIBC is seeking a Financial Services Associate to work at Costco in Calgary, ensuring clients receive personalized banking services and high-quality support. Engage in meaningful conversations to identify client needs.

As part of the Personal and Business Banking team at CIBC, this Associate role emphasizes client engagement at Costco kiosks. You'll facilitate the opening of Chequing and Savings accounts while also providing information about additional services. The position requires a proactive approach in serving clients with the right financial solutions tailored to their needs.

Key Responsibilities:

• Converse with Costco members to understand their financial needs

• Drive account sales and banking service transactions

• Maintain kiosk visibility and accessibility for client inquiries

• Educate clients about digital banking technologies

• Ensure adherence to confidentiality regulations

Requirements:

• Experience in client service roles, preferably in finance

• Strong engaging and conversational skills

• Results-oriented mindset focused on meeting goals

• Digitally savvy with quick adaptability

• Availability to work weekends and holidays

Utilize your interpersonal skills to foster connections and enhance client experiences at CIBC in Calgary.
#J-18808-Ljbffr