Sales Support / Admin Representative

CIBC; Halifax; On-site; CAD 40,000 - 55,000; Full time

Job summary

CIBC is seeking a Sales Support / Admin Representative in Halifax to enhance client experience by providing comprehensive sales and administrative support to internal teams. The ideal candidate will have strong communication skills, attention to detail, and experience in client service environments. This full-time position offers a competitive salary within the banking sector, and further development opportunities in a supportive environment.

Benefits

Competitive salary

Employee benefits program

Wellbeing support

Social recognition programs

Paid day off for personal development

Qualifications

• Demonstrated experience in Microsoft Office, CRM, ADOBE PRO, and COINS / CLASS Mortgage processes.
• Ability to communicate effectively and provide detailed information to team members and clients.
• Attention to detail and ability to process high volumes of information accurately under pressure.

Responsibilities

• Provide excellent client experience and sales support to internal partners.
• Assist with the administration of mortgages including file maintenance and order processing.
• Collect and summarize information for managing internal processes and improving operational efficiency.

Skills

Call Center

Client Service

Communication

Customer Experience (CX)

Mortgages

Outbound Calls

Work Collaboratively

Tools

Microsoft Office

CRM

ADOBE PRO

COINS / CLASS Mortgage products

Job description

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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 join CIBC’s Lending Solutions Contact Centre team. You will provide excellent client experience and sales support to our CIBC internal partners by responding to inquiries about our products, services, programs and technology.

As a Sales Support Representative, you’ll be responsible for adhering to compliance by referring to established procedures, standards and policies for guidance to internal partners and / or solicitors. As part of the Sales Support team, you’ll also provide analysis and investigation with reference to existing procedures and policies.

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.

We have embarked on an Agent@Home remote work program. All employees are required to meet the Agent@Home program requirements and be able to attend your primary work location within two hours’ notice for any business-related purposes.

Agent @ Home Program Requirements

• Ability to work independently in a private and quiet workspace (ie. in a room or office with a door that closes)
• Wired Internet connection capable of continuously supporting excellent call quality and high-speed response rate (internet connection can be connected to modem through hard cable (not wireless) with a minimum download speed of 15 mbps and upload speed of 10 mbps)
• Satellite internet providers are prohibited and cannot be used due to the impact on call quality and the stability of service.

How You’ll Succeed

• Operational Support Assist the Mortgage Solutions lenders with the administration of a mortgage including : HPP mortgage / conventional, On-going File Maintenance, Understanding the approval conditions of file, Review / Resolve / escalate flow backs received regarding lender’s file, REBO - After funding procedures, Order cheques and debit cards, send Discharge or Limit reduction request, Review payout statement if there is discrepancy
• Attention to detail - You will have the ability to process moderate-high volumes especially of detailed information with high levels of accuracy under pressure in a challenging and changing environment.
• Collecting Information - Collect information from CIBC colleagues, summarize and verify the facts, and instruct business partners. Maintain a log of customer service activities and update records accordingly
• Communication - Provide detailed, factual and technical information to business partners including e-Mortgage Representatives, solicitors and our contact center agents. Identify and recommend improvements to the job's operating efficiency and advise management of opportunities to enhance existing processes.
• Team Excellence – Excellent Team player who is always willing to help others and contribute towards building a culture of simplifying processes and being client focused. Taking ownership of work to ensure that it is completed to enable a successful outcome.
• Subject Matter Expert - Identify and recommend improvements to the job's operating efficiency and advise management of opportunities to enhance existing processes. Collect information from CIBC colleagues, summarize and verify the facts, and instruct business partners.

Who You Are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
• You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You can demonstrate experience in Microsoft Office, CRM, ADOBE PRO, COINS / CLASS Mortgage products and services including related processes and procedures.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program
• an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
• Subject to plan and program terms and conditions

What You Need To Know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]
• 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.
• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Employment Type

Regular

Weekly Hours

37.5

Skills

Call Center, Client Service, Communication, Customer Experience (CX), Mortgages, Outbound Calls, Work Collaboratively

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Other

Banking

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