Job Summary:At CIBC, we are dedicated to helping our clients achieve their financial goals through innovative solutions and exceptional service. As a Mobile Financial Sales Specialist, you will play a pivotal role in delivering personalized financial advice and tailored solutions to our clients in a dynamic and mobile setting. Your primary focus will be to drive sales growth, enhance customer satisfaction, and build long-lasting relationships by offering CIBCs comprehensive range of financial products and services. This role offers a unique opportunity to work flexibly and engage with clients directly in their environments, making a significant impact on their financial well-being.

Key Responsibilities:

• Client Engagement: Proactively reach out to clients and prospects to identify their financial needs and offer suitable solutions through personalized financial planning.
• Sales Performance: Achieve sales targets and contribute to the overall growth of the branch by driving new client acquisition and expanding relationships with existing clients.
• Product Knowledge: Demonstrate expert knowledge of CIBCs financial products and services, including but not limited to personal banking, investments, and credit solutions.
• Mobile Service Delivery: Utilize mobile technology to deliver financial services and solutions, ensuring a seamless and efficient experience for clients.
• Customer Relationship Management: Build and maintain strong client relationships by providing exceptional service, addressing concerns, and following up on client needs.
• Market Analysis: Stay informed about market trends, competitor activities, and emerging financial products to provide clients with up-to-date information and advice.
• Compliance and Documentation: Ensure all client interactions and transactions are conducted in compliance with regulatory requirements and CIBCs policies. Maintain accurate records and documentation.

Required Skills and Qualifications:

• Education: Bachelors degree in Finance, Business Administration, or a related field is preferred.
• Licenses/Certifications: Relevant certifications or licenses (e.g., mutual funds, life insurance) are highly desirable.
• Technical Skills: Proficiency in financial software and mobile applications. Familiarity with CRM systems and sales management tools is advantageous.
• Communication: Excellent verbal and written communication skills with the ability to convey complex financial information in an understandable manner.
• Sales Skills: Demonstrated ability to drive sales and achieve targets in a customer-focused environment.
• Problem-Solving: Strong analytical and problem-solving skills with the ability to address client concerns effectively.
• Adaptability: Ability to work independently and adapt to changing client needs and market conditions.

Experience:

• Professional Experience: Minimum of 3 years of experience in a sales or financial advisory role, preferably within the banking or financial services industry.
• Client Management: Proven track record of managing client relationships and delivering tailored financial solutions.

Working Hours:

• Flexible working hours with the option for mobile work. Regular full-time commitment with occasional extended hours based on client needs and sales activities.

Knowledge, Skills, and Abilities:

• Financial Acumen: Deep understanding of financial products, services, and market trends.
• Client-Centric Approach: Strong focus on client satisfaction and the ability to build trust and rapport.
• Technology Proficiency: Comfortable using mobile technology and financial software to deliver services and manage client interactions.
• Self-Motivation: Ability to work autonomously and manage time effectively in a mobile setting.

Benefits:

• Competitive salary with performance-based incentives.
• Comprehensive benefits package including health, dental, and vision coverage.
• Retirement savings plan with company matching contributions.
• Professional development opportunities and career advancement.
• Flexible working arrangements to support work-life balance.

Why Join CIBC:

• Innovative Environment: Be part of a forward-thinking company that values innovation and embraces new technologies to enhance client service.
• Career Growth: CIBC is committed to the professional development and career growth of its employees, offering numerous opportunities for advancement.
• Supportive Culture: Join a team that values collaboration, diversity, and inclusion, and where your contributions are recognized and rewarded.

How to Apply:To apply for the Mobile Financial Sales Specialist position at CIBC, please submit your resume and a cover letter detailing your relevant experience and qualifications through our career portal at CIBC Careers. We thank all applicants for their interest; however, only those selected for an interview will be contacted.