Maintained financial portfolios for various clients. Assessed customer needs, suggested or promoted alternative products and services, and referred to appropriate area. Maintain client files in accordance with bank documentation procedures. Best Cities for Jobs 2020 NEW! 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 great news for job seekers.Lakeland College Jobs site publish notice for various jobs vacancy in their offices. 148 CIBC Financial Service Representative interview questions and 137 interview reviews. Apply to be a CIBC Financial Advisor today. Apply today. Quality Assurance for all financial aid paperwork. You’re ideal for the position if you have: Explore and apply for Financial Services Representative jobs at CIBC. Lakeland College Jobs in Prince Edward Island :– Hurrey ! 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. 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. Created sales opportunities being involved in community affairs. Encouraged team environment by assisting co-workers with loans. Oversaw and managed day to day branch operation and provided oversight to bank teller. Select to show or hide terms and conditions. Search for more Financial Services Representative II jobs in Toronto, ON at other companies. Assisted in the development of position duties and supporting staff to learn new processes and systems. Clear All. Are you sure you want to delete this saved card number? Excelled meeting people through personal introductions, referrals, calling businesses, seminar presentations and events with closing abilities. Review account information, and verify valid personal information such as proof of address, identification, social security card, and birth certificates. 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. Find Reviews Filter. It was about 45 minutes, the manager asked me questions based on the resume and introduced more information about this position. Online Customer Service Representative Resume. Provided front-line customer support; introduced banking products and services, assisted in complex transactions. Help them fulfill today’s needs and tomorrow’s goals with personalized financial plans and dedicated advice. Request or approve reinstatement of credit privilege, when necessary. Present the names of any degrees you’ve earned and the name of the institution. With Financial Services Representative jobs. CIBC Châteauguay, QC; Permanent Full-time 3 hours ago We’re building a relationship-oriented bank for the modern world. You’ll use your knowledge of financial services products to help clients with their day-to-day banking needs. Interacted with multiple customers on a daily basis. Completed ATM, daily cash drawer, and vault audits. English. 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. Assessed customer information and suggests appropriate product and service solutions. Processed sales referrals and promoted bank services and products. Transmitted weekly newsletters to the trading department, interpreting new rules and reforms that challenged our industry. Navigated a computerized system for tracking, information gathering, and or troubleshooting. How You'll Succeed Participate in local events to give back to the community. Created audits that were used globally by other peers to review transactions and helped reduced processing time by 10%. With Financial Services Representatives Jobs. Build strong relationships within customer hierarchy to help resolve complex issues. Developed a working knowledge of the loan operations process by working closely with processors and underwriters to provide the necessary documentation to clear loans. Helped members with transactions and understanding their credit scores and history. Our Financial Services Representatives (FSR) support personal banking clients or businesses. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. 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. 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. All rights reserved. Cross-sell banking services and products to clientele. Developed, prepared and delivered comprehensive presentations to the military community promoting the products and benefits of FCB banking and savings programs. for a CIBC banking centre or ATM. This is one of the hundreds of Customer Service Representative resumes available on our site for free. Directed daily operations for retail bank, including branch sales, business development, customer service, and credit analysis. Review accounts to identify past due customers and to determine proper course of action. Worked as the branch senior lender, which included originating consumer loans and mortgages, as well as training other platform staff on lending. Setup appointments with prospects to discuss financial needs by protecting assets, building wealth through life Insurance, tax free retirement planning and long term care. But it took almost 1 month to get the result, it was a little bit long. Opens a new window in your browser. Opens a new window in your browser. Consistently ranked in the 95th percentile in the Southern Maine region in sales revenue produced. To learn more about how we do this, go to Manage my advertising preferences. of Commerce and Insurance (and) achieved NASD registration to sell security-backed products, through successful completion of the Series 6 and 63 exams. Achieve and maintain corporate targets for DSO, Currency, and bad debt. Developed investment and insurance strategies through consultation with individuals, families, and business executives. Answered telephone calls and either responded to inquiry, directed caller to appropriate personnel, or initiated a triage slip for response by a medical personnel. As an FSR, you will cultivate a deep understanding of your clients’ needs. 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. Training in sales, finance, and accounting, as well as a Bachelor’s Degree, are required for this business. Opens a new window in your browser. 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. Financial Services Representative Resume Examples Financial Service Representatives work with clients and businesses regarding consulting services in the fields of banking, securities, and insurance. Handled anywhere between 45 plus calls on a daily, Sold additional products and services to inbound callers, Researched and resolved client concerns related to their banking products and services, Crossed trained peers on SunTrust products, systems, policies, SunTrust Online (STOLI ) and other procedures or client services, Researched and resolved client fraud inquires, Monitored Fraud Department reports and customer accounts for suspicious activity researched where suspicious transactions occurred, contacted merchant to determine purchase authenticity and refunded clients. 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. Received and or placed telephone calls regarding customer banking questions or inquiries, answering a high volume of calls per day. Knowledge of company resources were highly used to show companies strength. Work with sales management to establish and monitor credit for marginal risk accounts. Process deposits, withdrawals, stop payments, foreign exchange, and cash advances. Dealer accounted for 85% of the commission payout in the west region. Performs full service banking transactions such as receiving and paying cash out and account maintenance. Free interview details posted anonymously by CIBC interview candidates. You'll provide mortgage advice and meet your clients when and where it's convenient for them. 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. Support IT personal for local offsite campus maintaining over 100 workstations as well as visual equipment for each classroom. 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. (123% mortgage; 254% mutual fund sales targets; ranked 2nd quartile for period ending 2014). As an FSR, you will cultivate a deep understanding of your clients’ needs. Served and satisfied the financial needs of Wachovia customers. , such as proof of address, identification, social security card, and or placed telephone regarding! 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