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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client engagement and relationship-building skills, with a focus on delivering exceptional client experiences in a fast-paced financial services environment. Proficient in promoting digital banking solutions and tracking sales activities while maintaining client confidentiality.
Highest-signal resume keywords
Client Relationship ManagementSales ExperienceInterpersonal SkillsDigital Banking PromotionGoal-Oriented Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales of Chequing AccountsSales of Savings AccountsClient Needs AssessmentSales Activity Tracking
Soft Skills
Interpersonal SkillsConversation SkillsCuriosityMotivation
Tools & Technologies
Digital Banking Tools
Industry Keywords
Financial ServicesClient ServiceSales Environment
About the role
Key responsibilities & impact- Deliver exceptional client experience to support CIBC’s vision of leadership in client relationships.
- Engage clients at a CIBC Kiosk in Costco to understand their needs and identify opportunities.
- Complete sales of Chequing and Savings accounts, and provide information on other products.
- Refer clients for non-deposit account advice and servicing to appropriate Banking Centre.
- Track and record sales activities accurately and ensure client confidentiality.
- Promote and demonstrate digital banking options to clients.
Requirements
What you’ll need- Experience in a fast-paced sales and service environment, preferably in a financial and client service industry.
- Well-developed interpersonal and conversation skills to proactively engage clients.
- Ability to engage with purpose to find the right solutions.
- Goal-oriented and motivated by accomplishing goals.
- Passionate about people and building relationships.
- Digitally savvy and able to adapt to new tools and trends.
- Strong sense of curiosity and a desire to learn.
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off for personal growth and development