The best examples from thousands of real-world resumes, Handpicked by resume experts based on rigorous standards, Tailored for various backgrounds and experience levels. Executed efficient and accurate buy and sell orders. Canadian Imperial Bank of Commerce Website - Copyright © CIBC. Communicated effectively with customers, either verbally or in writing. Search for more jobsOpens a new window in your browser. All this time thinking that this was the best place to … Processed commissions for indirect channel in a monthly basis by reviewing and auditing reports from company systems as well as Business Objects. Uncover credit needs for both personal and business clients. Support IT personal for local offsite campus maintaining over 100 workstations as well as visual equipment for each classroom. Most employers just want to know that you have earned relevant degrees. Extensive understanding of the Bank's policies and regulatory responsibilities. 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… Able to assist customers by resolving problems in an efficient, accurate and timely manner. Opens a new window in your browser, Arabic. Maintain client files in accordance with bank documentation procedures. Financial Services Representative II vacancy in Toronto, ON with CIBC. Prepare write-off, adjustments and agency claims as needed and accounts for 3rd party collections. 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. Developed a working knowledge of the loan operations process by working closely with processors and underwriters to provide the necessary documentation to clear loans. Search 202 Cibc Financial Service Representative jobs now available on Indeed.com, the world's largest job site. 148 CIBC Financial Services Representative interview questions and 137 interview reviews. Trained employees on cash drawer operation. Financial Service Representative Resume Examples Financial Service Representatives help consumers buy financial products, such as bonds, stocks, or retirement plans. Maintained financial portfolios for various clients. Received regional branch recognition award for outstanding customer service Dec. 2013. ... Next step was the in-person interview with HR. 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. Registered patients by verifying that patient's record was up to date and accurate. Opens a new window in your browser. Experience: 4 yrs 8 mo. Entered confidential personal health information and financial information into computerized system with a high rate of accuracy. Summary: I am a hard working financial representative who is looking to expand my skill set in the banking and financial sector. 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 … 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. 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. Reviewed procedures and confirmed the accuracy of information to ensure compliance with government agencies and company policies. CIBC Châteauguay, QC; Permanent Full-time 3 hours ago We’re building a relationship-oriented bank for the modern world. Senior Financial Services Representative (Former Employee) - British Columbia - 24 November 2020 I had worked with CIBC for close to 6 years. Selected to participate in various projects, that included testing new changes and training peers on all updates. Find Reviews Filter. Regularly exceeded monthly sales goals for deposit accounts, credit cards, and loans. Here are a few more career options that could suit you better. Financial Services Representative Resume Examples Financial Service Representatives work with clients and businesses regarding consulting services in the fields of banking, securities, and insurance. Set up in "@Work" program and scheduled a monthly on sites to introduce new promotions to their staff. Related: Banking and Financial Services,Securities and Financial Services. Opens a new window in your browser. Processed new accounts and trained fellow teammates in Personal, Business, Certificate of Deposits and IRA accounts, Generated revenue by conducting inbound and outbound calls informing clients of credit union product promotions, Processed and trained fellow peers in Auto and Signature loan funding. Please note: Multilanguage sites do not provide full access to all content on CIBC.com. Sold and cross-sold insurance products to new and existing customers. Counsel high net-worth individuals and local businesses with regard to investment opportunities, credit needs and retirement needs. 1ste Landelijke; 1ste Landelijke Vrouwen; 2de Landelijke; Customer service resume sample for apartment leasing agent; Putting military food service on a resume; Job and family services resume dayton ohio; Provinciaal Antwerpen; Uottawa career services resume Process deposits, withdrawals, stop payments, foreign exchange, and cash advances. 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. Exceeded departmental quota on daily collection calls by 10% or more and was recognized as a top performer. Researched and resolved customer issues on personal savings, checking and lines of credit accounts. Search job titles. Request or approve reinstatement of credit privilege, when necessary. 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. Free interview details posted anonymously by CIBC interview candidates. 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. Those looking to work as Financial Service Representatives should demonstrate throughout their resumes the ability to sell, knowledge of financial instruments, persuasion, strong communication and interpersonal skills, statistics and mathematics skills, and computer competences. Consulted with members on how to save money in different types of CD, IRA's or other investment options. Couldn’t find what you’re looking for? 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. Quality Assurance for all financial aid paperwork. Contact appropriate customers, in writing or in person when necessary, to correct, prevent or minimize delinquency. of Commerce and Insurance (and) achieved NASD registration to sell security-backed products, through successful completion of the Series 6 and 63 exams. Monitored 7 Registered Representatives, reviewing reports, tickets and wires to ensure work processes were completed accurately and appropriately. Transmitted weekly newsletters to the trading department, interpreting new rules and reforms that challenged our industry. Completed ATM, daily cash drawer, and vault audits. Plan and maintain a program for the systematic follow up and collection of amounts due. Complied with federal and local laws protecting individual identifiable health information. Average CIBC Financial Representative yearly pay in the United States is approximately $38,998, which is 28% below the national average. Top FSR in the region 2rd and 3rd Quarter, and top 3 in the state. Worked as bank teller, completing deposits and withdrawals on customer accounts. 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. Free interview details posted anonymously by CIBC interview candidates. Resume Details. As an FSR, you will cultivate a deep understanding of your clients’ needs. Assessed customer needs, suggested or promoted alternative products and services, and referred to appropriate area. 159 CIBC Financial Services Representative interview questions and 142 interview reviews. 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 … Maintained confidentiality of bank records and client information. Analyzed and organized financial records and maintained logs of office activities. Balanced daily cash deposits and bank vault inventory with a zero error rate. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. Obtained licenses to sell life, health, property, and casualty insurance through the TN Dept. Training in sales, finance, and accounting, as well as a Bachelor’s Degree, are required for this business. Select to show or hide terms and conditions. This is a real resume for a Customer Service Representative in GRAND CANE, Louisiana with experience working for such companies as Cibc, Tim Hortons, Shell Gas Station. Developed, prepared and delivered comprehensive presentations to the military community promoting the products and benefits of FCB banking and savings programs. great news for job seekers.Lakeland College Jobs site publish notice for various jobs vacancy in their offices. We apologize for any inconvenience. 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… Industry: Other Description CIBC is a leading Canadian-based global financial institution. Opens a new window in your browser, Punjabi. Directed daily operations for retail bank, including branch sales, business development, customer service, and credit analysis. This is one of the hundreds of Customer Service Representative resumes available on our site for free. Collaborated with compliance to create and maintain procedures and documentation that conformed with changing regulations. 148 CIBC Financial Service Representative interview questions and 137 interview reviews. Lakeland College Career – for Financial Services Representative II Jobs In Charlottetown, PE. How You'll Succeed Client Engagement – Help clients manage their accounts and products. Consistently ranked in the 95th percentile in the Southern Maine region in sales revenue produced. Create My Resume 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. Find out what is the best resume for you in our Ultimate Resume Format Guide. Created audits that were used globally by other peers to review transactions and helped reduced processing time by 10%. Consistent rate of 100% Customer Service on all Mystery Shops. Analyzed profitability and customer satisfaction and prepared recommendations for price changes and new products. Participate in local events to give back to the community. 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. Start your career as a CIBC client champion. Assessed customer information and suggests appropriate product and service solutions. We've been helping clients own their first homes, build their businesses and more. Managed various reports such as productivity and collections, Ensured branch compliance with credit union service center policies and procedures, Assisted with training new staff in all areas of day to day procedures such as opening new accounts and teller functions essential to the branch's success, Closed various types of loans to meet member's current or future needs, Researched member accounts to resolve any issues that may arise, Maintained strong product knowledge that is essential to the credit union's success, Employed at [company name] through Lofton Staffing Service 01/2009 -04/2009. 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. Apply to be a CIBC Financial Advisor today. How You'll Succeed 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. Login to bookmark this Job. With Financial Services Representatives Jobs. Online Customer Service Representative Resume. Assisted members with applying for auto, refinancing, or personal loans. Contact prior and new customers on new company offers, products, and promotions. Ongoing business planning activities to meet sales and referral targets. Provided one-on-one customer service customizing banking packages to help clients reach financial goals, Provided 'Citadel Class' customer service in order to maintain positive relationships with current members. Dealer accounted for 85% of the commission payout in the west region. Free interview details posted anonymously by CIBC interview candidates. Maintained and dispersed certificates of deposit. 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. Interview new account customers to determine their banking needs and assist them in selecting the most suitable accounts. Our customer service representative-specific resume examples will help you focus your resume on the skills and experience employers are looking for. Opens a new window in your browser. Review account information, and verify valid personal information such as proof of address, identification, social security card, and birth certificates. CIBC Financial Service Representative Reviews. Provided support and communications to three offsite locations. 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. Present the names of any degrees you’ve earned and the name of the institution. Clear All. Customer Service Representative Job Seeking Tips. Oversaw and managed day to day branch operation and provided oversight to bank teller. 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. You’re ideal for the position if you have: Explore and apply for Financial Services Representative jobs at CIBC. Serviced policies and maintained relationships for a large portfolio of existing clients. 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. Answered telephone calls and either responded to inquiry, directed caller to appropriate personnel, or initiated a triage slip for response by a medical personnel. Setup appointments with prospects to discuss financial needs by protecting assets, building wealth through life Insurance, tax free retirement planning and long term care. Review accounts to identify past due customers and to determine proper course of action. Explore and apply for Financial Services Representative jobs at CIBC. Focused on providing high level of customer service and improving operational effectiveness. Financial Representative @ Northwestern Mutual. 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