Simplii Financial Personal Banking Representative - (12 Months contract)

Wellington Financial LP; Halifax; Hybrid; CAD 25,000 - 33,000; Full time

Benefits offered by this job

Agent@Home program

Competitive compensation

Wellbeing support

Employee & family assistance

Job summary

Simplii Financial is hiring a Personal Banking Representative on a 12-month contract at Halifax, NS. You’ll be the first contact for clients, helping with banking needs and guiding them to the right products and services. Remote work is supported with on-site presence as needed; start Jan 11, 2027, end Jan 10, 2028.

Availability for extended hours in a contact centre environment is required. Opportunities to work from home under the Agent@Home program are available, with eligibility based on

Qualifications

• Experience in banking or financial services preferred.
• Strong communication and problem-solving skills.
• Customer-focused with ability to build relationships.

Responsibilities

• Provide support for clients by helping them manage their accounts and products.
• Deepen relationships, resolve issues quickly, and identify opportunities to match clients with products.
• Refer clients to the right Simplii Financial contacts to enable their financial success.
• Demonstrate accountability and collaborate to resolve client issues.

Skills

Banking

Call Center

Client Satisfaction

Communication

Customer Engagement

Customer Experience (CX)

Customer Service

Identifying Opportunities

Problem Solving

Sales

Job description

Simplii Financial Personal Banking Representative - (12 Months contract)# CIBC Careers — Current Opportunities## Simplii Financial Personal Banking Representative - (12 Months contract)Apply: Halifax-1809 Barrington St: Full time: Posted Today: End Date: December 2, 2026 (30+ days left to apply): 2622543We’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 environment where you’ll have a meaningful impact on the lives of our clients. As a Personal Banking Representative, you’ll be the first point of contact for clients calling in with questions or requests related to their banking needs. You’ll deepen relationships, quickly resolve issues and identify opportunities to match clients with the right products and solutions that will enable their financial success. *At CIBC we enable the work environment most optimal for you to thrive in your role.* *You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.* **The start date for this position is Jan 11, 2027 (expected end date of Jan 10, 2028).** Our Contact Centre is open from **Monday to Sunday, 7:00 AM to 1:00 AM**. We’d like for you to be available and flexible between these hours. CIBC has embarked on an Agent@Home remote work program and all employees may be given the opportunity to work from home, if you can meet the Agent@Home program requirementsand be able to attend your primary work location within two hours’ notice for any business-related purposes. Agent@Home Program Requirements* You reside within a 2 hour radius of the primary location,1809 Barrington St, Halifax Nova Scotia.* Ability to work independently as an Agent @ Home with a secure workspace, in a room or office with a door that closes it off from noises and distractions.* 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*** **Client Engagement -** Provide support for clients by helping them to manage their accounts and products. Focus on each client experience and connect on a personal level to make every interaction meaningful. Connect and refer clients to the right Simplii Financial contacts to enable their financial success.* **Problem Solving -** Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.* **Product Knowledge -** Deeply understand Simplii Financial suite of products and collaborate with others to ensure clients are connected to the right people and opportunities. Proactively suggest banking options that will help clients achieve their financial goals. **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’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.* **You love to learn**. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.* **You’re driven to succeed**. You are motivated by accomplishing your goals and delivering your best to make an impact.* **You engage with your heart and mind**. You care about people and you understand different perspectives. You listen and learn from the experience of others.* **You live your values.** You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best. **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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit\\*, wellbeing support and additional offers such as employee and family assistance programs 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.\\*Subject to 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]* CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.* 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 test (such as simulation, coding, French proficiency).* We use artificial intelligence tools during the recruitment process. 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.**Expected End Date**2028-01-10**Job Location**Halifax-1809 Barrington St**Employment Type**Temporary (Fixed Term)**Weekly Hours**37.5**Skills**Banking, Call Center, Client Satisfaction, Communication, Customer Engagement, Customer Experience (CX), Customer Service, Identifying Opportunities, Problem Solving, Sales