Senior Financial Services Representative
Current- Provides an exceptional experience for new and existing clients by identifying their needs through the utilization of CIBC Financial tools.- Plan business activities to meet weekly sales, service and referral targets for personal and small business clients.- Accountable for accurately capturing and validating clients’ personal and financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures.- Provide mentoring to lower level associates on time management, and product knowledge.- Assist in conflict resolution, approvals, and daily functions of the branch in absence of manager.