Job Overview

Imagine working in a fast-paced branch environment where you play a key role in helping your clients achieve their financial goals. At CIBC, you will enjoy an exciting career that is both personally and professionally rewarding and will offer you great opportunities for career advancement based on your performance. Every day, you’ll have the opportunity to provide an exceptional client experience by going above and beyond to strengthen and build client loyalty. You will work in an environment where your work is meaningful and you will feel proud of how you have helped clients achieve what matters to them.

The Financial Services Representative has individual performance targets and is expected to meet their goals on a weekly, monthly, quarterly and annual basis by following a disciplined approach to completing sales activities.

You will receive extensive sales and credit training related to CIBC products and services, on established guidelines and procedures, systems and proprietary tools to help you meet client needs and ensure the highest quality of service and advice is delivered.

What You’ll Be Doing

• 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

SCOPE OF POSITION

Ashcroft Terminal has an immediate opening for a Terminal Coordinator. In this position, you will be responsible to ensure the efficient functioning of the office, and will assist with providing reception duties, office administration and basic accounting. This is a part-time position comprising of week and weekend days. To succeed in this position, you must be flexible, extremely organized and able manage and keep track of changing priorities throughout the day. As a fast-paced small office with dynamic needs, the role of Terminal Coordinator will be expected to take on other duties and responsibilities not specified below, as required and as the business necessitates, on an occasional or on-going basis.

The position will require you to provide assistance in these areas:

• Update head-office in Vancouver of all prior-day’s activities by 10am, and prepare correspondence as required

• Update Rail Tracking as soon as switch crew is finished on site

• Effectively communicate all necessary information to management in a timely manner

• Maintain efficient operation of all office and administrative details, including reception and basic accounting duties

• Field incoming inquiries and refer items to the appropriate person

• Communicate with Terminal Management, Employees, and Consultants, to coordinate rail activities

• Maintain filing systems (paper and electronic)

• First point of contact for all logistical changes

• This position will involve some site work such as walking through rail yards