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. In-Office Work Environment.
CWB Optimum Mortgage. Sensible Lending® solutions. Great personal service.
2022 Employer of Choice awarded by CMA Canadian Mortgage Awards.
Make home ownership a reality with alternative mortgage options tailored to self-employed and non-traditional borrowers. No day is ever the same in mortgage solutions. Whether it’s providing flexible alternative solutions, stellar service support, consultation sessions or mortgage advice, we’re there every step of the way for our clients to ensure they reach their goals.
The opportunity
The primary focus of the Customer Service Officer is to be the first point of contact for all Optimum Mortgage clients and partners by telephone or email. This role is primarily focused on professionally answering all inbound phone calls, providing 1st call resolution on as many inquiries as possible, and/or directing client inquiries to the other departments as required.
We are looking for someone who can think on their feet, who like to learn new things, and can learn quickly. In our ever-changing environment, they know how to be flexible and adapt.
The day-to-day
Customer Service. Communication. Administration. Collaboration.
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Provide a high level of customer service that consistently exceeds expectations by asking open ended discovery questions to ensure all our client’s financial needs are being met
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Ensuring accurate processing of all Optimum Mortgage administration activities such as loan payouts, creation of payout statements, processing of renewals, payment processing, etc.
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Act as a one touch solution for client inquiries or concerns and direct clients to the appropriate team member for further assistance when required based on standard operating procedures.
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Manage a central email address and route email inquiries as per standard operating procedures.
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Contribute to the achievement of branch targets and goals by diligently following bank procedures and processes in an accurate, well organized, and efficient manner.
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Inspire trust by being open, honest, and direct in communication, meeting commitments and behaving ethically in all dealings.
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Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel.
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Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment.
Foundational knowledge and experience to grow from
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Some post-secondary education, or equivalent experience.
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One or more years of providing great customer service.
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One or more years of administration work, preferably with some exposure to mortgage administration.
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Solid knowledge of MS Word and Excel.
Skills and competencies that will take you further
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Excellent communicator, organizer, and problem solver
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Results-driven and deadline-driven, especially in a high volume, fast-paced team environment.
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Highly motivated to ensure accuracy in all things.
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Highly flexible, with interpersonal skills you pride yourself on.
Renew your career with an Employer of Choice. Apply today.
Why work
with us?
Winners of Canada’s Most Admired Corporate Culture 2021 &
Recognized as one of 50 Best Workplaces in Canada by Great Place to Work® 2022
&
Best Workplaces for Mental Wellness in Canada 2021
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!
F
ind your “why” at
cwbcareers.com
.
Be proud of where you work. Join CWB Optimum Mortgage. Apply today.
#LI-AI1
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.
Please Note :
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