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Financial Services Representative, Outbound, Alternative Channels

Vancouver, BC
Full Time
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

Job Description

What You'll Be Doing

As a member of the Alternate Channels team in Personal and Business Banking, you'll work in an exciting and fast-paced environment where you'll help us shape the future of CIBC while having a meaningful impact on the lives of our clients. The Financial Services Representative, (FSR) Alternate Channels is accountable for ensuring an exceptional client experience and building client loyalty by placing outbound calls to welcome and introduce Costco Mastercard clients to CIBC. The FSR Alternate Channels will be part of a team that is located across the country in hubs in close proximity to concentrated areas where Costco Mastercard clients reside. The FSR Alternate Channels will use a combination of outbound dialer technology and manual calls to clients.

At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote.

How you'll succeed
  • Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Listen, ask questions, and put yourself in the client's shoes to find the right solutions, every time
  • Recommending solutions - Ensuring an optimal client experience by making outbound calls to existing Costco members and providing them information and opportunities about CIBC financial products and services. Connect clients with the right financial solutions. Proactively suggest products that will help them to achieve their financial goals. Work with your team to ensure clients are connected to the right people and opportunities
  • Product knowledge - Understand CIBC's financial product offerings. Keep up to date with both new and existing solutions, and maintain an ongoing learning mindset
  • Computer savvy - Easily navigate and focus on multiple software applications and dual monitors

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 driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
  • You're adaptable and flexible. You adjust positively to change and new ways of completing tasks and demonstrate resiliency to change
  • You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
  • You love to learn. You're passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, our people are our greatest asset. You'll become part of a diverse community that acknowledges everyone's unique talents and empowers teams to do what's right for the client, and to do it well. As part of our team, you will:
  • Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
  • Connect : Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
  • Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
  • Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan

What you need to know
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact
  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .

Job Location
Vancouver-1380 Burrard 5th flr
Employment Type

Weekly Hours
Customer Service and Support Other