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Banking Customer Service Officer

3 months ago

Victoria, British Columbia, Canada CWB Financial Group Full time
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.

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

Why work
_with_ us?

  • Your success is our obsession And our benefits back it up._
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 community within the
CWB family in our employee represented groups. Career development.

We commit to our employees' development and help them reach their professional goals with organization wide coaching services, mentorship, education support & training programs.

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

LI-KM1

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