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. Hybrid work environments. On-site requirements. Collaborative connections.
Put a new spin on your banking career
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, united as one.
The opportunity
The primary focus of the Sr 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.
Day-to-day activities
Customer Service. Sales. Financial knowledge sharing. Mentoring. 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.
Mentor and support new front-line colleagues.
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.
Foundational knowledge and experience to grow from
Some post-secondary classes with business, finance, or marketing and ideally 1-2 years of banking or finance experience. A desire and commitment to learn and grow a career in the financial sector!
Capabilities that will take you further
People first approach. You are all about people. Be it your clients or your colleagues – you like communicating and connecting with others to provide solutions and build real, lasting relationships.
Business focused. You’re able to see the bigger picture. Your client focus allows you to anticipate clients’ needs to go beyond expectations and drive opportunities to genuinely help others while successfully growing business.
Agile. You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and effectively in changing conditions.
Entrepreneurial. Being accountable and taking ownership of your actions and their results is something you pride yourself on.
Accurate. You’re very detail oriented. Accuracy is a practiced skill of yours and doesn’t diminish in a fast-paced, changing environment.
Knowledge seeking & growth minded. You’re a self-starter. You ask questions, are eager to learn and have a real interest in banking and how people spend and use their money.
Technologically sound. You’re computer savvy – enough to move around MS Office Suite and other programs with ease.
Your success is our obsession.
If you are obsessed with client success – we will surround you with a strong foundation of care, support, autonomy & know-how to make it happen. Learning, development, coaching, mentorship, & opportunities for growth & innovation. Challenging work matched with recognition & rewards. Pay for performance incentives and all the vital benefits to take care of you and your loved ones because your whole wellness matters - physical, mental, financial, & spiritual! We live for today, and plan for tomorrow. Your investments grow with us with our RSP & ESP programs. And being an owner brings a differentiated level of motivation, engagement, empowerment & reward –with CWB, every employee can be an owner. Need another reason?
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.
10/10/2023
