Client-Focused Financial Services Advisor

Become a Client-Focused Financial Services Advisor with CIBC in Surrey, enhancing member experiences daily at the Costco kiosk. This role emphasizes strong relationship-building skills.

As part of CIBC's Personal and Business Banking team, you will deliver outstanding service to Costco members. You will initiate financial conversations, sell bank accounts, and connect clients with banking center experts. Candidates who enjoy working autonomously and have an entrepreneurial spirit thrive in this atmosphere.

Key Responsibilities:

• Approach Costco members to identify financial solutions

• Process sales for Chequing and Savings accounts

• Facilitate referrals to respective banking centers

• Track and document all sales and client interactions

• Open and close the kiosk as necessary

Requirements:

• Proven experience in sales and customer service

• Excellent verbal communication and engagement skills

• Motivated by results and client satisfaction

• Interest in digital banking platforms

• Flexibility for weekend and rotating shifts

Utilize your financial expertise and service passion to enrich the Costco member experience at CIBC!
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