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Financial Services Representative I
| Location: | Norman Wells, Northwest Territories, Canada |
|---|---|
| Job Type: | Permanent |
| Posted: | 20th Mar 2009 |
| Closing Date: | 17th Apr 2009 |
| Posted By: | CIBC |
| Details: | |
| Financial Services Representative I Imagine you’ve just helped a new client open a new account with overdraft protection and they’ve given you something equally important, a smile that says you’ve made their day easier. At CIBC, you’ll enjoy an exciting sales and service career that’s very rewarding, where you’re making a difference in our clients’ lives every day. So if you haven't thought about a career with CIBC, think again. Using proven sales and service skills, you will be able to provide an exceptional experience for new and walk-in clients. Your ability to understand and meet client needs will be key to your success. Requirements: Key Accountabilities/Activities: 1.Provide an exceptional experience for clients by responding to client-initiated requests and by identifying clients’ needs through Financial Health Check conversations. 2. Open new personal and non-personal accounts, provide access to ABM, Telephone Banking and Online Banking, and promote other CIBC products and services based on client needs. 3. Address client concerns at the first point of contact where possible. Refer more complex situations to senior officers, as required. 4. Initiate phone calls with clients to discuss their needs and to offer financial solutions. 5. Act as joint custodian for cash and securities.Accurately capture and validate clients’ personal and financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures. Basic sales sufficient to promote and sell straightforward personal banking products and non-personal accounts to meet client needs. Attributes: Service oriented Thorough Strong interpersonal understanding Initiative Results orientation Teamwork and partnering | |
| Sorry! This job is no longer active as the closing date for applications has passed. You can view other vacancies from this company (if they have any) by clicking on their name above, alternatively we may have some suggestions for similar vacancies listed below that might be of interest. | |
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