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Mobile Financial Services
Job Description & How to Apply Below
Become a key part of CIBC's team as a Mobile Financial Services Representative in Richmond, BC. Engage Costco members, provide financial solutions, and thrive in a full-time position.
As a representative, you’ll deliver exceptional client experiences, driving loyalty while proactively meeting their financial needs. You'll interact with customers, complete sales of Chequing and Savings accounts, and showcase CIBC’s diverse product offerings. Your entrepreneurial spirit will be essential in an on-site role within Costco, where you will adapt to a fast-paced environment.
Key Responsibilities:
• Proactively engage Costco members to assess financial needs
• Complete sales of Chequing and Savings accounts
• Provide information on mortgages and registered products
• Promote digital banking solutions to clients
• Perform transaction processing and maintain confidentiality
Requirements:
• Experience in a sales or client service environment
• Strong interpersonal and conversational skills
• Comfortable working in a self-managed environment
• Ability to adapt to new technologies
• Motivated by goal achievement and client satisfaction
Bring your passion for client relationships and financial services to CIBC's team in Richmond.
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