Financial Service Representative (Hybrid) - Outbound calls – Bilingual

Canadian Imperial Bank of Commerce; Montreal; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

A leading bank is seeking a Financial Service Representative for a hybrid role in Montreal. You'll engage with clients through outbound calls, recommending financial products to help them achieve their goals. This role requires bilingual communication skills and a commitment to client service. Join a team that values your contributions and offers a supportive work environment.

Benefits

Competitive compensation

Benefits and wellbeing support

Recognition programs

Innovative spaces and technology

Qualifications

• Fluent in French and English to support operations outside Quebec.
• Ability to work independently in a secure workspace.

Responsibilities

• Proactively reach out to clients to suggest financial services.
• Engage in meaningful conversations to understand client needs.
• Provide information and resolutions to client issues.

Skills

Bank Products

Call Center

Client Service

Communication

Financial Products

Outbound Calls

Work Collaboratively

Job description

Financial Service Representative (Hybrid) - Outbound calls – Bilingual

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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com.

What You'll Be Doing

You’ll work in a fast-paced Contact Centre where you’ll proactively reach out to clients to suggest new and existing financial services products that will help them reach their financial goals. As an Outbound Financial Services Representative, you’ll share your knowledge of products and campaigns with clients through outbound calls. You’ll engage in meaningful conversations, seeking to develop an in-depth understanding of their financial needs. You’ll quickly provide information and resolutions to the client’s issues. Please note that this is a 6-month contract.

At CIBC, we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

CIBC is transitioning to an Agent@Home model based on performance. For this role, you will be required to work from home. The expectation and details will be confirmed if you move through the recruitment process. Even though this role is remote, you must be able to attend your primary CIBC location within two hours upon request (e.g., technology / service outages, Business Contingency Planning, team meetings, events).

Agent@Home Program Requirements

• Ability to work independently in a secure workspace with a door that closes from noises and distractions.
• Wired Internet connection supporting excellent call quality, with a minimum download speed of 15 Mbps and upload speed of 10 Mbps.
• Satellite Internet providers are prohibited due to call quality and stability issues.
• Flexibility to work Monday to Friday from 9 : 00 AM to 8 : 00 PM and Saturday from 10 : 00 AM to 6 : 00 PM.

How You’ll Succeed

• Client engagement : Focus on each client experience, listen, ask questions, and find the right solutions.
• Recommending solutions : Proactively suggest products that help clients achieve their financial goals.
• Product knowledge : Stay updated on CIBC’s financial products and maintain an ongoing learning mindset.
• Computer savvy : Navigate multiple software applications and dual monitors with ease.

Who You Are

• You prioritize clients and engage with purpose to find the right solutions.
• You love to learn and grow your knowledge.
• You are goal-oriented and motivated to achieve results.
• You act like an owner, empowered to lead and go above and beyond.
• You care about people, listen, and learn from others’ experiences.
• You embody values like trust, teamwork, and accountability.
• You are fluent in French and English to support operations outside Quebec.

What CIBC Offers

At CIBC, your goals are a priority. We recognize your strengths and ambitions with opportunities and benefits :

• Competitive compensation, benefits, wellbeing support, and recognition programs.
• Innovative spaces and technology to foster collaboration.

Subject to program terms and conditions.

What You Need To Know

• CIBC is committed to inclusivity and accessible candidate experiences. Contact [emailprotected] for accommodations.
• You must be legally eligible to work and have necessary permits.
• You may be asked to complete assessments and skills tests to learn more about your capabilities and for us to get to know you better.

Expected End Date

2025-10-31

Job Location

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Bank Products, Call Center, Client Service, Communication, Financial Products, Outbound Calls, Work Collaboratively

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Financial Service Representative • Montreal, Montreal (administrative region), Canada