Call Center Representative (I)

Job Description

Insight Global is searching for a Financial Services Representative II to support CIBC's Inbound Call Center under the Personal and Digital Banking organization. This individual will be responsible for responding to telephone inquiries from clients regarding the bank's financial products and services, identifying immediate client needs. You will be the first point of contact for clients calling in with questions or requests related to their banking needs. To be successful you will need to demonstrates strong written, verbal and interpersonal skills to meet client satisfaction and productivity targets by understanding client needs, offering a resolution of issues and actively promoting the bank's full range of products and services based on their financial needs and goals. Products and solutions will include bank accounts, credit card products, secured investments, overdraft protection, bill payments, secured and unsecured credit products, and more. You'll educate and assist clients using the bank's digital capabilities. You will be involved in interviewing applicants for loans, mortgages, and lines of credit, and facilitating clients' deposit accounts and investment.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

1-2+ years of customer service experience (call center, retail, hospitality, or similar)

Proven self-starter with a go-getter mentality; eager to learn and grow

Strong verbal communication - friendly, patient, and empathetic over the phone

Comfortable working in a fast-paced, high-volume environment

Quick learner; able to navigate multiple systems and new tools

Reliable, punctual, and consistent with attendance Prior banking or financial services experience (not required)

Exposure to call center environments