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* Customer Service Representative
* What CIBC can offer you:
• Flexible health benefits, stock purchase plan, competitive incentive pay and recognition programs • Career growth, development and continuous learning opportunities • Opportunity to be involved in CIBC events that help our communities • Click to learn more about Rewards & Recognition, Learning & Development, and Employee Community Involvement * Wage: Competitive salary and banking benefits * Working Hours: • This is a regular part-time role with a schedule of 15 hours per week • Candidate must be flexible with their workdays and hours * Working Place: CIBC branch in Metro Vancouver * Must have a valid work or study permit that allows the candidate to fulfill the requirements of the role Requirements
• Your values align to ours – trust, teamwork and accountability
• Passion for client service. You enjoy talking with clients, are interested in getting to know them and helping them achieve their goals • Developed interpersonal and communication skills including the ability to actively listen, empathize, ask questions and respond in language that clients understand • Ability to engage and quickly connect with clients making the client feel their business is valued • Proven experience and engagement with the latest technology and mobile "apps" • You take accountability for solving client problems by identifying solutions and options that work for the client • Ability to identify opportunities and make quality referrals • You have previous cash handling experience • Able to work in a fast paced environment and flexible to adapt to a constantly changing environment Duties
• Create an exceptional client experience by proactively engaging with clients to understand and meet their immediate day to day banking needs
• Actively identify opportunities to deepen the client’s relationship with CIBC and to positively promote CIBC’s products and services • Work as part of a team to ensure the client is receiving the most appropriate advice and introduce them to appropriate colleagues • Demonstrate the benefits and encourage clients to use alternate ways to bank such as Bank Machines, Telephone Banking, Mobile and Online Banking • Resolve client problems quickly and/or refer to colleagues as appropriate • Work accurately and efficiently in a multi-tasking environment where high attention to detail is required in order to balance cash, credits and other monetary transactions • Introduce clients to CIBC's best-in-class online and mobile banking technology (e.g. Tablet, ATM, Online and Mobile "apps") • Keep current on CIBC products and services, programs, policies and procedures • Ensure that security measures are in place at all times • Perform additional duties as required |
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* Financial Advisor
* What CIBC can offer you:
• Flexible health benefits, stock purchase plan, competitive incentive pay and recognition programs • Competitive salary and banking benefits • Career growth, development and continuous learning opportunities • Opportunity to be involved in CIBC events that help our communities • Click to learn more about Rewards & Recognition, Learning & Development, and Employee Community Involvement * Wage: Competitive salary and banking benefits * Working Hours: • This is a regular full time role with a schedule of 37.5 hours per week • This role requires an individual capable of working flexible hours to accommodate client needs including days, evenings and weekends * Working Place: CIBC branch in Metro Vancouver * Must have a valid work or study permit that allows the candidate to fulfill the requirements of the role Requirements
• Your values align to ours – trust, team work, and accountability
• Passion for client service. You enjoy talking with clients, are interested in getting to know them and helping them achieve their goals • Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions and respond in language that clients understand • Well-developed relationship building and presentation skills sufficient to convey detailed information requiring interpretation to highly knowledgeable clients, professionals and business groups within the community • Developed knowledge of investment/deposit products/services, credit products/services, consumer lending practices, credit analysis and industry compliance standards • Minimum two to five years of experience in providing financial planning advice • Successful completion of the Canadian Securities Course (CSC) to support IIROC licensing. Must complete the Conduct and Practices Handbook Course (CPH) within 3 months of start date. Must complete the Wealth Management Essentials Course (WME) within 30 months of start date If you have been MFDA registered for the past 3 years and your Canadian Securities Course was completed more than 3 years prior to submission of the IIROC registration application you will be required to complete the WME within 3 months of your start date to validate your CSC for registration • Asset to have the Certified Financial Planner designation or willing to complete. Duties
• Proactively establish, develop and maintain strong client relationships through regular contact and by providing timely, value-added information, advice and recommendations
• Engage with several new and existing clients every day to understand their long term financial goals and objectives and their short term financial needs, present customized financial recommendations, offer advice and complete sales. • Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in consolidation of assets and earn referrals from your clients and friends • Monitor your overall portfolio, reviewing progress against planned activities and targets and maintain overall responsibility for portfolio management including credit management • Network regularly with existing clients and referrals in order to build relationships and gain referral business • You will be your clients’ main point of contact and are accountable for responding to their questions and concerns and ensuring they are aware of all the ways to do their day to day banking • Be part of a broader team that includes our branches and our partners all working together to build client loyalty through a one team approach |
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* Financial Service Representative
* What CIBC can offer you:
• Flexible health benefits, stock purchase plan, competitive incentive pay and recognition programs • Career growth, development and continuous learning opportunities • Opportunity to be involved in CIBC events that help our communities • Click to learn more about Rewards & Recognition, Learning & Development, and Employee Community Involvement * Wage: Competitive salary and banking benefits * Working Hours: • This is a regular full time role with a schedule of 37.5 hours per week. • This requires an individual capable of working flexible hours based on the branch operations including days, evenings and weekends • Occasional travel may be required within assigned region * Working Place: CIBC branch in Metro Vancouver * Must have a valid work or study permit that allows the candidate to fulfill the requirements of the role Requirements
• Your values align to ours – trust, teamwork and accountability
• Passion for client service. You enjoy talking with clients, are interested in getting to know them and helping them achieve their goals • Well-developed interpersonal and communications skills including the ability to actively listen, empathize, ask questions and respond in language that clients understand • Ability to engage and quickly connect with clients making the client feel their business is valued • You are organized and can set priorities to achieve performance targets • Proven experience and engagement with the latest digital technology and mobile "apps" • You take accountability for solving client problems by identifying solutions and options that work for the client • Committed to personal development and have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) • 2 – 3 years of experience promoting products to meet client needs required. Prior experience promoting financial services products including credit cards, accounts, mortgages and credit lines is a definite asset Duties
• Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients
• Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities • Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection • Demonstrate the benefits and assist clients in using all channels such as Bank Machines, Telephone Banking, Mobile and Online Banking • Resolve client problems quickly and/or refer to colleagues, as appropriate • Work as part of a team to ensure the client is receiving the most appropriate advice and introduce them to the appropriate colleague to meet their needs • Keep current on CIBC products and systems to close any gaps in knowledge • Introduce clients to CIBC's best-in-class online and mobile banking technology (e.g. Tablet, ATM, Online and Mobile "apps" • Participate in marketing and business development activities such as client acknowledgement programs and client appreciation activities |