Simplii Financial Personal Banking Representative

 

Description:

You’ll work in a fast-paced environment where you’ll have a meaningful impact on the lives of our clients. As a Personal Banking Representative, you’ll be the first point of contact for clients calling in with questions or requests related to their banking needs. You’ll deepen relationships, quickly resolve issues and identify opportunities to match clients with the right products and solutions that will enable their financial success.

CIBC is transitioning to an Agent @ Home model, for this role you may be required to work from home at some point in this process. The expectation and details will be confirmed if you move through the recruitment process. Even though this role may be a remote position - the expectation is that you must be able to attend your primary CIBC location (20 Dundas Street West, Toronto ON) within two hours upon request (e.g. technology/service outages, Business Contingency Planning, team meetings, celebration, events, etc.)

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.

Agent @ Home Program Requirements

  • Ability to work independently as an Agent @ Home with a secure workspace, in a room or office with a door that closes it off from noises and distractions.
  • Wired Internet connection, capable of continuously supporting excellent call quality and high-speed response rate (Internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps
  • If this sounds like you, but you’re not sure if you’re ready to be on the front lines of client service, we’ve got you covered. You’ll begin your journey with an industry-leading paid training program that runs about 3 months. Your training will get you equipped with the skills and knowledge to provide the best possible experience to CIBC clients – we know there’s a learning curve and we’re here to help. You’ll initially participate in approximately 12 weeks of training with a mix of in-class learning and on-the-job application - typically from Monday to Friday. It’s hands-on, so you’ll get the real-life experience you need to rise to the challenge.
  • A quick note on your availability – The start date for this position is April 22, 2024 and our Contact Centre at 20 Dundas Street West, Toronto ON is open from Monday to Sunday, 7:00 AM to 1:00 AM EST. We’d like for you to be available and flexible between these hours.

How You’ll Succeed

  • Client Engagement - Provide support for clients by helping them to manage their accounts and products. Focus on each client experience and connect on a personal level to make every interaction meaningful. Connect and refer clients to the right Simplii Financial contacts to enable their financial success.
  • Problem Solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.
  • Product Knowledge - Deeply understand Simplii Financial suite of products and collaborate with others to ensure clients are connected to the right people and opportunities. Proactively suggest banking options that will help clients achieve their financial goals.

Who You Are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
  • You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
  • You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
  • You engage with your heart and mind. You care about people and you understand different perspectives. You listen and learn from the experience of others.
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

Organization CIBC
Industry Accounting / Finance / Audit Jobs
Occupational Category Simplii Financial Personal Banking Representative
Job Location Toronto,Canada
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2024-02-10 7:10 am
Expires on 2024-12-22