7 часов назад
Mobile Financial Services Representative (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Mobile Financial Services Representative (Financial Services): Serving Costco members at CIBC kiosks by identifying financial needs, selling chequing and savings accounts, and promoting digital banking options with an accent on client engagement, product knowledge, and sales execution. Focus on proactively developing client relationships, meeting performance targets, maintaining transaction accuracy and confidentiality, and managing rotating on-site kiosk operations.
Location: On-site full-time at Costco warehouses in Kirkland-Saint-Charles & Hymus, Kirkland, Quebec, Canada. Requires rotational shifts Monday to Sunday from 9:00 AM to 8:30 PM, including weekends and some statutory holidays. Commuting between nearby Costco warehouses is required.
Company
is a relationship-oriented bank providing personal and business banking services.
What you will do
- Engage Costco members to understand immediate financial needs and identify opportunities to support longer-term goals.
- Sell chequing and savings accounts and provide high-level information about mortgages, Investor’s Edge, and registered products.
- Refer clients to Banking Centre colleagues for non-deposit account advice and servicing.
- Deliver consistent client service and achieve sales performance targets.
- Process transactions, maintain documentation, update sales records, and protect client confidentiality.
- Promote and demonstrate mobile and online banking options.
Requirements
- Experience in a fast-paced sales and service environment, preferably in financial or client services.
- Strong interpersonal and conversational skills for proactive client engagement.
- Comfort working entrepreneurially in a self-managed environment.
- Ability to work rotating shifts, weekends, and some statutory holidays.
- Must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.
- French proficiency testing may be included in the recruitment process.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
- Employee share purchase plan, vacation, wellbeing support, and recognition programs.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible work environment.
Hiring process
- May include an attribute-based assessment and skills tests, including French proficiency testing where applicable.
- Recruitment uses artificial intelligence tools as part of the application process.
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