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Client Relationship Agent

3 months ago

Edmonton, 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:
- 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

Location | Edmonton, AB

Put a new _spin _on your banking career
- The overwhelming majority of our employees say CWB is a Great Place to Work®_

We’re different from the big banks in _the way_ we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.
- Our employees love CWB. You’ll love it here too._

The opportunity

CWB is seeking a passionate and dedicated individual to join our team as a Client Relationship Agent. In this role, you will have the opportunity to work with a dynamic team and make a significant impact on our clients' financial success. Our commitment to excellence, collaboration, and innovation sets us apart in the industry and makes CWB an exciting place to work.

At CWB, we believe in the power of people and the value of connections. As a Client Relationship Agent, you will have the opportunity to communicate and connect with clients and colleagues, providing innovative solutions and building real, lasting relationships. We foster a collaborative and inclusive culture where everyone's unique perspectives and contributions are valued.

What you’ll be doing- Provide outstanding customer service by actively listening to clients' needs and asking open-ended discovery questions to ensure their financial goals are met.- Build strong, long-lasting relationships with clients, fostering trust and loyalty.- Conduct detailed portfolio reviews and explorations with clients to align their financial needs with Motives services.- Ensure compliance with policies and procedures to optimize retail administration and adhere to regulatory requirements.- Support the team through peer-to-peer mentoring, operational improvement initiatives, and assisting with tasks outside of the normal scope when required.- Ensure strict adherence to policies and procedures to optimize the effectiveness of Motive's retail administration and align with regulatory requirements in all areas of retail banking and operations.

Successful incumbent- Post-secondary education or equivalent experience.- Minimum of two years of sales, business development, and market experience.- Banking experience and familiarity with call center environments are considered assets.

Why work with us?

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 Culture 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-DNP

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.

05/13/2024