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Outbound Financial Services Representative
Job Description & How to Apply Below
Use outbound calls and financial product knowledge to support CIBC clients from home, with scheduled availability across weekdays and Saturdays.
As an Outbound Financial Services Representative, you will work in CIBC’s Contact Centre, engaging clients about financial products and campaigns. You will explore their needs, recommend relevant solutions, and provide prompt information or issue resolutions. The work requires communication, client service, and product knowledge.
Key Responsibilities:- Reach out to clients through outbound calls
- Discuss new and existing financial services products
- Understand clients’ financial needs through meaningful conversations
- Recommend solutions supporting clients’ financial goals
- Provide information and resolutions to client issues
- Flexibility Monday through Saturday within stated hours
- Ability to work independently from a secure home workspace
- Wired internet supporting required call quality and speeds
- Ability to navigate multiple applications and dual monitors
- Capacity to attend the primary CIBC location within two hours
Bring client engagement, outbound calling, and financial product knowledge to CIBC’s home-based Contact Centre service.
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