Financial Services Representative
Saskatchewan, Canada Regina
• Hold a key customer focused position at CIBC Regina, providing first-line support.• Acknowledged for tactfully and diplomatically providing exemplary customer service, patiently and methodically working with a demanding clientèle to meet their diverse banking needs.• Increase profits with ability to turn negative customer interaction (complaints, problems) into selling opportunities; offering appropriate product to solve customer issue and retain / grow their business.• Recognized for dealing with an above-average number of customers per day, between 35 and 55.• Interact with clients to inform them of various financial products available through the bank, including GICs, RRSPs, RESPs, credit lines, credit cards, foreign exchange, mortgages and loans.• Process cheque, credit card and other payments through various accounts.• Conducting in-depth reviews of clients’ financial circumstances, current provision and future goals.• Promoting and selling financial products to exceed given or negotiated sales targets.