Lead and coach a team of Mobile Financial Service Representatives at CIBC kiosks located within multiple Costco Warehouses
Deliver an exceptional client experience and deepen client relationships
Inspire your team to perform at their best, champion a “One Team” approach, and connect each client with the right advice
Focus on sales of CIBC deposit accounts
Uncover referral opportunities for our banking centres
Encourage employees to resolve client concerns quickly, escalate when necessary, and empower clients
Build a culture of collaboration across client offers to ensure clients are served by those best able to meet their needs
Create a positive working environment, recognize team contributions, and lead and coach a successful client service and financial services team
Advocate CIBC within the community to recruit employees who demonstrate our values
Monitor business performance, implement action plans to close gaps, and work as one team to increase overall performance

Experience in financial services industry with well-developed sales management and advisory coaching experience and skills
Solid understanding of sales and sales management processes
Knowledge required to ensure the delivery of an efficient and effective client experience while maximizing business opportunities
Current accreditation in good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and/or Branch Managers’ Course (BMC) or Branch Compliance Office Course (BCO) is an asset.
Must be legally eligible to work at the location(s) specified above

Mobile Team Manager

Key skills