Client-Focused Financial Services Specialist

CIBC is seeking a Client-Focused Mobile Financial Services Representative in Ottawa. Deliver exceptional client experiences and promote financial solutions at Costco Warehouses.

As part of CIBC's Personal and Business Banking team, you will be the first point of contact for Costco clients, actively engaging them to understand their financial needs. You will effectively sell Chequing and Savings accounts and facilitate connections for broader banking services. Your entrepreneurial spirit will shine in this self-managed role, helping build lasting client relationships.

Key Responsibilities:

• Proactively engage Costco members in financial discussions

• Execute sales of Chequing and Savings accounts

• Ensure compliance and confidentiality in client interactions

• Document sales activities accurately in tracking systems

• Promote the benefits of digital banking options to clients

Requirements:

• Experience in a fast-paced sales environment

• Excellent conversation and interpersonal skills

• Performance-driven and target-oriented mindset

• Comfortable with evolving digital technologies

• Flexibility to work varied shifts and locations

Utilize your client service skills to create engaging financial experiences at CIBC in Ottawa.
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