Banking Customer Service Officer Job at CWB Financial Group
At
CWB
, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.
Role Specifications
Everyday flexibility. On-site Requirements. Collaborative connections.
CWB is a bank built for business owners
Canadian Western Bank (CWB) is the only
full-service bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a
relationship-based approach to deliver a uniquely
proactive client experience through highly
personalized service, specialized expertise, customized solutions, and faster response times. We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services.
Our highly engaged teams operate within a
client-centric, collaborative, and change-ready culture, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities.
The opportunity
The primary focus of the Banking Customer Service Representative is to provide exceptional customer service and be responsible to open products and services for new and existing clients without lending requirements by engaging clients in conversation and explore potential opportunities to provide a full-service solution.
Areas of focus
Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting
- Deliver outstanding customer experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner. Transforming their banking experience into something memorable, rewarding and financially satisfying.
- Proactively identifying customer needs to uncover opportunities to be crucial to their financial success through referrals to Account Managers.
- Testing your accuracy and attention to detail with large volumes of transactions, cash handling, inquiries, and interactions.
- Exercising your financial smarts – helping clients understand banking products in a way that promotes enthusiasm and true comprehension.
- Learning and expanding your knowledge in a way that contributes to your branch’s success.
- Spreading positive vibes and collaborating with a team you’re proud to be a part of.
Know how & motivations
Some post-secondary classes and ideally one year of customer service experience coupled with a strong desire and commitment to learn and grow a career in the financial sector!
The CWB
way
CWB
s’ combined strengths in commercial banking, personal banking, and wealth management represent a comprehensive full-service experience, uniquely positioned to meet the complex financial needs of successful business families. Our CWB family is
united, bound by principals, shared goals, strong values, and a passion for Canadian business owners. Each service offering on its own is unique and fulfilling, together, our service offerings are unparalleled. And we do it together – the CWB
way.
- Lifelong learner. The ongoing, voluntary, and self-motivated pursuit of knowledge. You seek out challenges, opportunities, feedback and are comfortable failing & failing forward, growing stronger with every experience to build successful momentum.
- Client centric, collaborative & change ready. We invest in our culture, products, services, & processes to provide a differentiated & unrivalled client experience with every interaction We are resilient, tenacious, and determined to be every client’s primary financial partner. We thrive because we are a proactive & purposeful team.
- Relationship builder. We go above and beyond to build deep and meaningful relationships s. A client relationship is built on trust, and credibility is earned when you invest time and thoughtful consideration, adding value through care and attention. We know just as much about our clients’ businesses as they do.
- Provide practical solutions. We provide clear and sound advice on practical solutions to complex issues. We draw from our collective expertise to deliver solutions & advice tailored to our individual clients’ needs. There is no one size fits all-we have a wardrobe of options to explore. With custom solutions, & specialized knowledge, we help business owners feel confident in their financial success.
- Winning aspiration. We thrive in a dynamic environment arising from diverse responsibilities, complex processes, multiple stakeholders, and shifting deadlines by utilizing effective prioritization, planning, escalation, and teamwork. We have proven to be dependable, reliable, and execute with keen determination.
- Values champion. We live & champion CWB values. Represent the CWB Brand with honour and integrity, embodying our culture in a way that prioritizes collaboration and respects individuality. We’re an advocate and ally for all, actively promoting inclusion and belonging to succeed as one.
Why work
with us?
Values driven people first benefits
At CWB, we know your life, downtime, family, adventure, recovery, and future are an important part of you. They’re important to CWB too. That’s why our benefits take care of your whole life, family included.
Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, 100% company-funded health coverage, health care spending account, a flexible wellness program & generous time-away options to unplug, rest & recover. Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find a community within the CWB family in our employee represented groups. Career development. We invest in our employees’ development to help them reach their professional goals with organization wide Coaching services. Strategic career design is an investment in our core asset – our people. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for “in the moment” and monumental wins. Community giving. Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can’t work forever! So, we’ve got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner!
Find your
why at
www.CWBcareers.com
As an equitable employer, CWB Financial Group is committed to providing a safe and
inclusive environment
where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require
accommodation
during any part of the recruitment or selection process, please reach out.
Closing Date:
- Position closes at 12:01am on the close date identified below.
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