Sales Customer Service Specialist- Full Time

1 week ago


Markham, Ontario, Canada CWB Financial Group Full time
Banking Customer Service & Sales Specialist page is loaded Banking Customer Service & Sales Specialist

Apply locations Markham, ON - Markham Banking Centre time type Full time posted on Posted 7 Days Ago job requisition id R7891 At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors.

Putting people first and building relationships with intention

Location:
Markham Banking Centre
CWB is a bank built for business owners
Our core focus is to become the best full-service bank for business owners in Canada. By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions.

The primary focus of the Banking Customer Service Representative is to provide outstanding 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.

Customer Service. Sales.

Deliver outstanding customer experiences at every interaction and complete 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. Redefining their banking experience into something memorable, exciting 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 insight – helping clients understand banking products in a way that promotes passion and true comprehension.

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

Proudly recognized by Great Places to Work in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterston Human Capital's Most Admired Corporate Culture 2023.

Health care spending account
A flexible wellness program
We commit to our employees' development and help them reach their professional goals with:
Organization wide coaching & mentorship services
Education support & training programs
Inclusion is a journey requiring practice & experience to result in a powerful outcome. Find community within the CWB family in our employee represented groups.

CWB Financial Group is a diversified financial services organization providing specialized service in business and personal banking, equipment financing and leasing, trust and wealth management across Canada.

With more than 2,500 employees in companies with offices and branches across the country, we're helping our clients manage their money, grow their business and realize their financial potential.

If you're interested in sales, support or leadership role with a growing, award-winning organization, chances are we have a challenging and rewarding opportunity of interest to you.

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