People Oriented, productive and personal advancement
Financial Service Representative (Current Employee) – Surrey, BC – 26 January 2017
Deal with clients on regular basis and helping them meet their financial needs by knowing the client and advising them appropriate products that best meet their needs.Deep understanding in regards to secured lending, mortgages, savings plan, mutual funds, insurances and other banking products.
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 acknowledgment programs and client appreciation activities