Hey all I am an FSR at CIBC, this is the duties that my hr gave me.
I am an FSR at the bank, retail level. This is what my HR provided me, some of it matches the duties mentioned on the website, does it need to match everything?
* Demonstrating the behaviors and activities necessary to provide an exceptional client experience by greeting and engaging clients, identifying and fulfilling client's immediate needs and directing them to colleagues as appropriate.
* Responding to and fulfilling clients basic financial needs, such as: personal accounts, credit cards, overdraft protection and GICs (registered and non-registered) and non complex loans and lines of credits.
* Discussing client goals and leveraging the tools available (i.e. client goals worksheet, financial health check-up, net worth.) Demonstrating the benefits and assisting clients in using alternate channels such as
* ABM, Telephone Banking, Mobile /Internet Banking. Contacting clients by phone to book appointments to discuss client needs and ensure that personal needs are met.
* Completing after sales service activities (i.e. client inquiries, product and service maintenance.)
* Resolving client problems and referring to colleagues as appropriate. Following up on problem resolution standards and policies including completing the required documentation.
* Acting as joint custodian for cash, negotiable and non-negotiable securities.
* Ensuring all client agreements, loan notes, security etc. are completed and filed in accordance with CIBC policy.
I am an FSR at the bank, retail level. This is what my HR provided me, some of it matches the duties mentioned on the website, does it need to match everything?
* Demonstrating the behaviors and activities necessary to provide an exceptional client experience by greeting and engaging clients, identifying and fulfilling client's immediate needs and directing them to colleagues as appropriate.
* Responding to and fulfilling clients basic financial needs, such as: personal accounts, credit cards, overdraft protection and GICs (registered and non-registered) and non complex loans and lines of credits.
* Discussing client goals and leveraging the tools available (i.e. client goals worksheet, financial health check-up, net worth.) Demonstrating the benefits and assisting clients in using alternate channels such as
* ABM, Telephone Banking, Mobile /Internet Banking. Contacting clients by phone to book appointments to discuss client needs and ensure that personal needs are met.
* Completing after sales service activities (i.e. client inquiries, product and service maintenance.)
* Resolving client problems and referring to colleagues as appropriate. Following up on problem resolution standards and policies including completing the required documentation.
* Acting as joint custodian for cash, negotiable and non-negotiable securities.
* Ensuring all client agreements, loan notes, security etc. are completed and filed in accordance with CIBC policy.