Sr Banking Support Officer

5 days ago

Edmonton, Canada CWB Financial Group Full time

Sr Banking Support Officer page is loaded Sr Banking Support Officer Apply locations Edmonton, AB - CWB Corporate Office time type Full time posted on Posted 2 Days Ago job requisition id R7938

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:

  • Putting people first and building relationships with intention

  • Seeking out and embracing new ideas

  • Believing that how we do things is as important as what we do

Roles Specifications
Location: Edmonton, AB
Everyday flexibility. Hybrid work environments. Collaborative connections.

CWB Bank

CWB is a bank built for business owners

Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us.

The opportunity

The Senior Banking Support Officer will provide support across the Banking Support team to assist with the ongoing delivery of high quality services to CWB Group and our clients. This role reports to the Sr Manager, Banking Support.

What you’ll be doing

Make an impact by:
  • Verifying reconciliations, payments processed, estate and registered products and cash management services customer onboarding and maintenance.
  • Leading problem solving to help provide solutions for complex requests and / or items / issues and escalate for support as required.
  • Supporting and training Banking Support Officers with documentation and management control, implementation and use of technical tools.
  • Providing input to department managers regarding employee performance to assist with effective and meaningful coaching conversations and performance reviews.
Day-to-day activities
  • Review and authorize work completed by Banking Support Officers as required
  • Participate in the regular Quality Scoring activities
  • Maintain long term document control and electronic reporting for all applicable tasks
  • Take a people first approach to offer direct support to the CWB branch network, to enable them to deliver a “best in class” customer experience.
  • Regularly review Service Level Agreements targets in collaboration with individual leader to ensure client needs are met.
  • Recognizing gaps in standard operating procedures, provide recommendations for improvements and assist with documentation to drive consistent and predictable daily outcomes, and strong data integrity
  • Identifying and escalate issues related to policy, procedures, or specific branch or client situations
  • Actively participate as a subject matter expert and contributor in projects and initiatives within area of expertise, meeting time frames as established/assigned by leadership
  • Provide support to the Banking Support team to help problem solve and provide solutions to resolve outstanding items/issues
  • Assist leaders with cross training and provide coverage during team member absence

Who we’re looking for & what you’ve done

Organization and time management, Efficient & effective, Team player, Problem solver, Attention to detail
  • Ability to quickly learn and apply knowledge to daily tasks
  • Excellent verbal and written communication skills and the ability to interact professionally with a diverse group of stakeholders.
  • Client-focused with strong working knowledge of retail banking policies and procedures.
  • Risk focused with good working knowledge of retail banking policies, procedures, laws, rules, regulations, and compliance requirements.
  • Aptitude with technology, with an ability to quickly learn new technology and tools.
  • Very good understanding of CWB Group’s policy and procedures, products and services
  • Strong work ethic and positive team attitude
  • Requires minimal supervision
  • Advanced organizational skills with the ability to prioritize and multi-task
Foundational knowledge and experience to grow from
  • High School Diploma required
  • Post Secondary Education in Business, Finance or a related field is an asset
  • Minimum 2 years of experience, preferably in operations within banking and centralized or support centre
  • Experience working within the financial sector is an asset.
  • Aptitude to continuously improve processes
  • Proficient in T24 (Banking System)
  • Intermediate to advanced skills and experience with Microsoft Office applications, specifically Word, Excel and Teams
Why work with us?

Your success is our obsession And our award-winning culture & benefits back it up. 
 
Proudly recognized by Great Place to Work in 2024 as one of Canada’s top 50 Best Workplaces & member of Waterstone Human Capital’s Most Admired Corporate CulturesTM Hall of Fame.  

Wellness matters. We offer an award-winning benefits package that includes: 

  • Hybrid work environments 
  • Everyday flexibility 
  • Generous company-funded health coverage 
  • Health care spending account 
  • A flexible wellness program 
  • generous time-away options to unplug, rest & recover

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

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.

#LI-JA1

IND-JA

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:

* P osition closes at 12:01am on the close date identified below.

07/2/2024 About Us

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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