As a member of the Personal and Business Banking team at CIBC, you will lead and coach a team of Mobile Financial Service Representatives at CIBC kiosks located within multiple Costco Warehouses , working towards a shared goal—delivering an exceptional client experience and deepening client relationships. As a Mobile Team Manager, you’ll inspire your team to perform at their best, champion a “One Team” approach, and connect each client with the right advice to meet their financial needs. The Mobile Team Manager and their team will focus on sales of CIBC deposit accounts and focus on uncovering referral opportunities for our banking centres.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.
This role is located inside Costco warehouses with extended hours of business and requires rotational shift work Monday to Sunday between the hours of 7:00 AM and 9:00 PM, based on the warehouse hours. You will be required to work on weekends and some statutory holidays. Commuting to meet your team members at nearby Costco Warehouses is required, as kiosk locations change every 4 to 6 weeks.
How you’ll succeed
Client and Community Engagement - Lead by example to deepen client relationships and meet financial needs, while providing a high standard of service. Encourage employees to resolve client concerns quickly, escalate when necessary, and empower clients to utilize self-service channels. Build a culture of collaboration across client offers to ensure clients are served by those best able to meet their needs. Act as a CIBC community champion, conducting business development within Costco Warehouses and the broader community.
People Leadership - Create a positive and productive working environment, recognize team contributions, and lead and coach a successful client service and financial services team. Advocate CIBC within the community to recruit employees who demonstrate our values. Ensure compliance with policies, standards, and controls. Protect CIBC’s assets and reputation, and manage risk by adhering to regulatory guidelines and operational procedures.
Results Driven Leadership - Build and coach a high-performing team focused on improving client experience, deepening relationships, and consolidating business to CIBC. Champion practice management processes and support the team in achieving goals. Monitor business performance, implement action plans to close gaps, and work as one team to increase overall performance.
Who you are
You can demonstrate experience in financial services industry with well-developed sales management and advisory coaching experience and skills. Solid understanding of sales and sales management processes as well as the knowledge required to ensure the delivery of an efficient and effective client experience while maximizing business opportunities.
You are a caring and accountable leader. You’re passionate about developing and growing team members abilities. You have experience providing coaching and hands-on support to meet team goals.
You act like an owner. You thrive when youre empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Youre passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
Its an asset if you have current accreditation in good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and Branch Managers’ Course (BMC) or Branch Compliance Office Course (BCO).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
