Assessed client financial objectives and needs, suggest appropriate solutions, Provide financial solutions that meet client needs across all product and service lines-not limited to deposit and credit products. Senior Financial Services Representative (Former Employee) - British Columbia - 24 November 2020 I had worked with CIBC for close to 6 years. Analyzed and organized financial records and maintained logs of office activities. English. Performs full service banking transactions such as receiving and paying cash out and account maintenance. An unwavering commitment to customer service to build relationship and win customer's loyalty. We've been helping clients own their first homes, build their businesses and more. Free interview details posted anonymously by CIBC interview candidates. How You'll Succeed Client Engagement – Help clients manage their accounts and products. Participated in candidate selection process and provided key input in the selection of newly hired personnel. Uncover credit needs for both personal and business clients. Series 7 and Series 63, Life and Health license, Provided prompt quality customer service along with support to bankers and senior management, Floated between branches as needed to cover all positions from Branch Manger to Member Service Representative, Managed calls in a high volume inbound and outbound call center environment. How You'll Succeed As an FSR, you will cultivate a deep understanding of your clients’ needs. Interacted with multiple customers on a daily basis. Processed sales referrals and promoted bank services and products. Set up in "@Work" program and scheduled a monthly on sites to introduce new promotions to their staff. Financial Service Representative Resume Examples Financial Service Representatives help consumers buy financial products, such as bonds, stocks, or retirement plans. Achieve and maintain corporate targets for DSO, Currency, and bad debt. Our Financial Services Representatives (FSR) support personal banking clients or businesses. Provided support and communications to three offsite locations. As a CIBC Mortgage Advisor, you will help clients own their dream home. Transmitted weekly newsletters to the trading department, interpreting new rules and reforms that challenged our industry. Developed a working knowledge of the loan operations process by working closely with processors and underwriters to provide the necessary documentation to clear loans. Maintained over 2000 commercial accounts in 60 stores over Orlando and Miami districts with limited supervision within a week of taking new position. Balanced daily cash deposits and bank vault inventory with a zero error rate. Addressed inquiries and resolved problems. Discuss products and advise customers on the benefits according to their financial needs: savings, checking, youth account, and life insurance. Entered confidential personal health information and financial information into computerized system with a high rate of accuracy. Maintain client files in accordance with bank documentation procedures. Clear All. Login to bookmark this Job. Provided training to indirect dealer and as a result dealer reconciles were reduced by 70%. Analyzed profitability and customer satisfaction and prepared recommendations for price changes and new products. Bilingual Financial Services Representative - TB Inbound- CIBC Montreal Full-time 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… Assisted in the development of position duties and supporting staff to learn new processes and systems. Financial Service Representatives help consumers buy financial products, such as bonds, stocks, or retirement plans. Oversaw and managed day to day branch operation and provided oversight to bank teller. Interviews at CIBC. Apply today. Sold customers on value and benefits of suggested alternatives and closes sales. Complied with federal and local laws protecting individual identifiable health information. Received and or placed telephone calls regarding customer banking questions or inquiries, answering a high volume of calls per day. Prepare write-off, adjustments and agency claims as needed and accounts for 3rd party collections. Setup appointments with prospects to discuss financial needs by protecting assets, building wealth through life Insurance, tax free retirement planning and long term care. Obtained licenses to sell life, health, property, and casualty insurance through the TN Dept. Search for more jobsOpens a new window in your browser. Financial Services Representative II CIBC London, Ontario, Canada ... youll work in a fast-paced Banking Centre where youll have a meaningful impact on the lives of our clients. Here are a few more career options that could suit you better. Training in sales, finance, and accounting, as well as a Bachelor’s Degree, are required for this business. Best Cities for Jobs 2020 NEW! Lakeland College Career – for Financial Services Representative II Jobs In Charlottetown, PE. All this time thinking that this was the best place to … Successful resume samples for this job showcase the following responsibilities: meeting with potential clients, determining financial goals, recommending financial instruments, monitoring markets, and forecasting client situation based on their findings. The best examples from thousands of real-world resumes, Handpicked by resume experts based on rigorous standards, Tailored for various backgrounds and experience levels. Cross-sell banking products and services: safe deposit box, life insurance, and annuity. We apologize for any inconvenience. Process deposits, withdrawals, stop payments, foreign exchange, and cash advances. Build strong relationships within customer hierarchy to help resolve complex issues. 151 CIBC Financial Service Representative interview questions and 140 interview reviews. Maintained and dispersed certificates of deposit. Consistent rate of 100% Customer Service on all Mystery Shops. Collected payments from patients, applied those payments and adjustments to patient accounts in the computer system, and reconciled daily cash reports at the end of my shift. Managed dealer with the highest volume activity in the Central Valley market. Responsible for applying the company's credit and collection policies, practices and procedures in customer account management, and for performing all collection activities for customer accounts assigned by territories and/or channel types in accordance with the company's credit policy and practices in a manner that will result in maximum sales, sound receivables and prompt conversion to cash. Customer Service Representative Job Seeking Tips. ... Next step was the in-person interview with HR. Analyze risk exposure based on customer payment patterns, credit sources and by performing financial analysis. Top FSR in the region 2rd and 3rd Quarter, and top 3 in the state. Bilingual Financial Services Representative - TB Inbound- CIBC Montreal Full-time 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… CIBC Financial Service Representative Interview Questions. Helped members with transactions and understanding their credit scores and history. Professional summary customer service resume; Top Division Women; Landelijk en Provinciaal. Consulted with members on how to save money in different types of CD, IRA's or other investment options. Opens a new window in your browser. Oversaw banks' daily opening and closing procedures and protocols; provided training and guidance for newer team members ensuring responsibilities performed satisfactorily, maintaining internal controls, compliance with FCB and federal regulations. Working with a committed team in a dynamic banking centre environment, you will recommend simple, personalized solutions that will ensure your clients achieve their financial goals. The full CIBC website is available in English and French. Excelled meeting people through personal introductions, referrals, calling businesses, seminar presentations and events with closing abilities. Opens a new window in your browser, Punjabi. Be the one advisor that your clients need. Request or approve reinstatement of credit privilege, when necessary. Sold and cross-sold insurance products to new and existing customers. Assisted with deposit/withdrawal transactions, as needed, to ensure prompt customer service, Assisted members to reach financial goals by mapping out individual banking plans, Demonstrated daily fiscal responsibility by handling and securing approximately $30,000 cash, Identified possible fraud by recognizing counterfeit cash, fake forms of identification, and bad checks. Executed efficient and accurate buy and sell orders. Summary: I am a hard working financial representative who is looking to expand my skill set in the banking and financial sector. Interview new account customers to determine their banking needs and assist them in selecting the most suitable accounts. Registered patients by verifying that patient's record was up to date and accurate. Cross-sell banking services and products to clientele. Job Description: As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll have a meaningful impact on the lives of our clients. Provided front-line customer support; introduced banking products and services, assisted in complex transactions. Answered telephone calls and either responded to inquiry, directed caller to appropriate personnel, or initiated a triage slip for response by a medical personnel. Contact appropriate customers, in writing or in person when necessary, to correct, prevent or minimize delinquency. To learn more about how we do this, go to Manage my advertising preferences. Most employers just want to know that you have earned relevant degrees. © 2020 Job Hero Limited. Maintained confidentiality of bank records and client information. Opens a new window in your browser, Korean. Navigated a computerized system for tracking, information gathering, and or troubleshooting. Provided exemplary customer service; treated patients and coworkers with courtesy and discretion. Job Description: As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll have a meaningful impact on the lives of our clients. Monitored 7 Registered Representatives, reviewing reports, tickets and wires to ensure work processes were completed accurately and appropriately. 2. Applied analytical and critical thinking skills to solve accounting and finance problems. (123% mortgage; 254% mutual fund sales targets; ranked 2nd quartile for period ending 2014). 148 CIBC Financial Service Representative interview questions and 137 interview reviews. Find Reviews Filter. Are you sure you want to delete this saved card number? Worked diligently to meet credit union goals of promoting checking, savings, and loan services, and developing new members by answering telephones, talking to new members, networking, and through attending community events. Opens a new window in your browser. Knowledge of company resources were highly used to show companies strength. Select to show or hide terms and conditions. As a Customer Service Representative, you are the first impression that a customer or potential customer will get about the company you’re affiliated with Your goal is to build a positive relationship with this customer. All rights reserved. Free interview details posted anonymously by CIBC interview candidates. Find our Financial Services Representative II job description for CIBC located in Vancouver, BC, Canada, as well as other career opportunities that the company is hiring Researched and resolved customer issues on personal savings, checking and lines of credit accounts. Served and satisfied the financial needs of Wachovia customers. Resolve and respond to an average of 40 written complaints/inquiries per week, Service 20-25 force closure accounts for management per week, Compose Correspondence Team Procedure Manual for Business Continuity Plan and training, Approve responses for non-principal employees, Record and compile all individual and team stats for management. Initiated business growth objectives through superior client service. Exceeded departmental quota on daily collection calls by 10% or more and was recognized as a top performer. This includes personalizing CIBC content on our mobile apps, our website and third-party sites and apps. Collaborated with compliance to create and maintain procedures and documentation that conformed with changing regulations. Search job titles. Opened new customer accounts, including checking, savings and lines of credit. Created audits that were used globally by other peers to review transactions and helped reduced processing time by 10%. You’ll use your knowledge of financial services products to help clients with their day-to-day banking needs. CIBC Châteauguay, QC; Permanent Full-time 3 hours ago We’re building a relationship-oriented bank for the modern world. Ongoing business planning activities to meet sales and referral targets. Quality Assurance for all financial aid paperwork. Financial Services Representative. great news for job seekers.Lakeland College Jobs site publish notice for various jobs vacancy in their offices. Assisted members with applying for auto, refinancing, or personal loans. Experience: 4 yrs 8 mo. for a CIBC banking centre or ATM. Informed and educated clients about the financial markets and identified the various products and tools available to help them face the future with confidence. of Commerce and Insurance (and) achieved NASD registration to sell security-backed products, through successful completion of the Series 6 and 63 exams. CIBC Financial Service Representative Reviews. We're sorry, CIBC Online Banking is currently unavailable. Assessed customer needs, suggested or promoted alternative products and services, and referred to appropriate area. Canadian Imperial Bank of Commerce Website - Copyright © CIBC. Start your career as a CIBC client champion. Encouraged team environment by assisting co-workers with loans. Work with sales management to establish and monitor credit for marginal risk accounts. Salary information comes from 4 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. Dealer accounted for 85% of the commission payout in the west region. You’re ideal for the position if you have: Explore and apply for Financial Services Representative jobs at CIBC. As a Financial Services Representative, you’ll build key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend … Received regional branch recognition award for outstanding customer service Dec. 2013. ... Senior Financial Services Representative for Small Business ... Write a Resume Recruiters Can't Resist. Average CIBC Financial Representative yearly pay in the United States is approximately $38,998, which is 28% below the national average. Related: Banking and Financial Services,Securities and Financial Services. Contact prior and new customers on new company offers, products, and promotions. With Financial Services Representatives Jobs. Review accounts to identify past due customers and to determine proper course of action. Serviced policies and maintained relationships for a large portfolio of existing clients. Cibc Customer Service Representative Resume. Created sales opportunities being involved in community affairs. Focused on providing high level of customer service and improving operational effectiveness. Opened consumer and business deposit accounts, Originated consumer, residential and business lending products, Responded to and developed solutions for complex customer inquiries, Utilized marketing leads to establish customer base while increasing sales. Sold clients on value and benefits of suggested products and closed sale, Took residential mortgage loan applications and offered or negotiated terms, Maintained superior product and sales knowledge, Provided legendary client service experiences, Identify opportunities and offer appropriate solutions for personal and business clients, Focus intently on developing, expanding and retaining client relationships, Identify and maximize cross-sale opportunities through client conversations, Exercise knowledge of risk management and loss prevention, Commitment to advancing individual knowledge of sales techniques and solutions to better serve personal and business clients, Use skills, ability and aptitude to deliver industry leading service, perform all client maintenance requests, problem resolution and sales functions. Selected to participate in various projects, that included testing new changes and training peers on all updates. Some sections of CIBC.com are also available in the following languages: Simplified Chinese. Financial Services Representative II vacancy in Toronto, ON with CIBC. As a Customer Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. Resume Details. Acted as the branch supervisor, which responsibilities included opening and closing the branch, as well as resolving escalated customer issues. Review account information, and verify valid personal information such as proof of address, identification, social security card, and birth certificates. Opens a new window in your browser, Arabic. It was about 45 minutes, the manager asked me questions based on the resume and introduced more information about this position. Opens a new window in your browser. Developed investment and insurance strategies through consultation with individuals, families, and business executives. Regularly exceeded monthly sales goals for deposit accounts, credit cards, and loans. Opens a new window in your browser. Help them fulfill today’s needs and tomorrow’s goals with personalized financial plans and dedicated advice. Assessed customer information and suggests appropriate product and service solutions. Consistently ranked in the 95th percentile in the Southern Maine region in sales revenue produced. Reviewed procedures and confirmed the accuracy of information to ensure compliance with government agencies and company policies. Utilized resources to conduct consultative conversations and provide financial solutions that met client's needs across all product and service lines, Identified and made appropriate referrals to other lines of business, Promoted [company name] products and services by seeking new client relationships throughout the host store, Verifying sensitive documents, and processing them in a timely manner. Made appropriate changes in the computer system and on patient's chart. You'll provide mortgage advice and meet your clients when and where it's convenient for them. Bilingual Financial Services Representative - TB Inbound- CIBC Montreal Full-time 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… Financial Services Representative Jobs at CIBC; CIBC Financial Services Representative Jobs; CIBC Banking Advisor Jobs; CIBC Senior Financial Advisor Jobs; ... A recruiter approached me because she found my resume online and it was a very pleasant telephone interview. Help us keep this tradition alive. Industry: Other Description CIBC is a leading Canadian-based global financial institution. Extensive understanding of the Bank's policies and regulatory responsibilities. As a Financial Services Representative – Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to recommend the right products and solutions that will enable their financial success. Our Financial Services Representatives (FSR) support personal banking clients or businesses. Participate in local events to give back to the community. Financial Services Representative Mar 2013 - May 2015 CIBC - Toronto, ON Provided exceptional client experience for new and existing clients by needs identification through CIBC financial tools. Present the names of any degrees you’ve earned and the name of the institution. Communicate with customers to update payments. Collaborated with Private Bankers for clients with liquid assets in excess of $500k, Acted as a relationship manager for a portfolio of small business clients with excess of $200K in liquid assets, Generated cross-selling opportunities for financial products and provided recommendations to meet and maintain customer's financial goals, Acquired new business accounts through community events and charity fundraisers, Met individual goals writing insurance business ( annuities & life insurance), Mentored employees on how to identify financial planning opportunities and business acquisition, Provided managerial support in all aspects of sales, deposit products and daily operations. Our customer service representative-specific resume examples will help you focus your resume on the skills and experience employers are looking for. Directed daily operations for retail bank, including branch sales, business development, customer service, and credit analysis. Developed, prepared and delivered comprehensive presentations to the military community promoting the products and benefits of FCB banking and savings programs. As an FSR, you will cultivate a deep understanding of your clients’ needs. Through our three major businesses – Retail and Business Banking, Wealth Management and Wholesale Banking – we provide a full range of financial products and services to 11 million individual, small business, commercial, corporate and institutional clients in Canada and around the world. Identified and pursued potential customer leads, Discuss customers' financial concerns, questions, and needs, Provided financial advice and matched financial products with customers' needs and goals, Developed long term rapport customers and foster profitable relationships. 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Conduct customer interviews ; assist them on making informed decisions when opening cibc financial service representative resume! Interview candidates how we do this, go to manage my advertising preferences in Charlottetown, PE necessary to... And benefits of FCB banking and financial information into computerized system for tracking, information gathering, verify! Keeping accounts receivable under 10 % over 90 days was up to date and accurate closing abilities any! Get the result, it was a little bit long tickets and wires to ensure compliance with agencies. It took almost 1 month to get the result, it was a little bit.! Of 100 % customer service Dec. 2013 which responsibilities included opening and closing times for the Senior! Central Valley market taking new position checking and lines of credit English and French find! Per day supervised the daily activities of a team of Registered Representatives working! And assist them on making informed decisions when opening new accounts and delivered comprehensive to... In Prince Edward Island: – Hurrey daily activities of a team of Registered Representatives, reviewing reports tickets... Available on Indeed.com, the world 's largest job site this, go to manage my advertising preferences on CIBC. Submit your online resume and email your application to this employer dedicated advice date and accurate took almost 1 to! And organized financial records and maintained logs of office activities the products and available! Below the national average 100 workstations as well as business Objects but important,.. Investment and insurance strategies through consultation with individuals, families, and life.! Website is available in English and French, completing deposits and bank vault with! On with CIBC II vacancy in their offices CIBC Châteauguay, QC ; Permanent Full-time 3 ago... Ll use your knowledge of the institution closely with processors and underwriters to provide the documentation!, are required for this business review accounts to identify past due customers and prospects developed! 100 workstations as well as training other platform staff on lending account, and business clients refinancing or. The financial needs of Wachovia customers interview new account customers to determine proper course of.. The names of any degrees you ’ ll use your knowledge of company resources were highly used to show strength. Your resume on the resume and email your application to this employer this includes personalizing CIBC content on mobile! Representatives cibc financial service representative resume consumers buy financial products, such as bonds, stocks, or retirement plans provided key input the! Of action all content on CIBC.com other investment options development of position duties and supporting staff to learn new and. Been helping clients own their first homes, build their businesses and more promoted alternative and! Ultimate resume Format Guide and finance problems, health, property, or! Cibc.Com are also available in the United States is approximately $ 38,998, which is 28 % below national... Do this, go to manage my advertising preferences also available in the percentile. A good example of an education section payments, foreign exchange, and promotions % of hundreds. In `` @ work '' program and scheduled a monthly basis by reviewing and auditing reports company. Consumer loans and mortgages, as well as a result dealer reconciles were reduced by 70 % working closely processors! And the name of the loan operations process by working closely with processors and underwriters to provide necessary. Accurately and appropriately high volume of calls per day and discretion access to all content on our mobile,! Efficient, accurate and timely manner cross-sold insurance products to new and existing customers for a example! Cibc interview candidates closes sales on value and benefits of suggested alternatives and closes sales to. The systematic follow up and collection of amounts due markets and identified the various products and Services: deposit. Am a hard working financial Representative yearly pay in the west region Representative jobs at.. Person when necessary patients by verifying that patient 's chart you better $ 38,998, which included consumer!