Financial Advisor (Ancien employé) – Burnaby, BC – 22 octobre 2018
The typical day at work was getting ready to meet 3 or 4 clients per day. There was always lots of tasks to do, from preparing for the next meeting to structuring mortgages for approval. Sales targets were high for both investments and loans. This role requires someone who is excellent at multitasking.
Customer Service Representative (Employé actuel) – Burnaby, BC – 26 mars 2016
This is a busy branch with huge sales opportunities. I enjoy chatting with the clients and promoting CIBC products and services at the same time. My co-workers are willing to help me when I was new and not familiar with some transactions.
Customer Service Representative (Employé actuel) – Burnaby, BC – 12 août 2015
-help clients with their banking activities, ranging from deposits and withdrawals to wire transfers -recommend promotional products that improves clients' financial health -engage with clients to build relationship and loyalty