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Personal Banking Officer

1 month ago

Lethbridge, 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

Role Specifications

Everyday flexibility. Collaborative Connections

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

Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long-lasting, and genuine relationships with CWB clients. The Banking Officer will provide knowledge, courteous & efficient delivery of CWBs’ products & services (opening of accounts, sale of retirement and investment products, completion of personal lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.

Areas of focus

Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting-
- Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.- Using customer insights to drive and guide your prioritization and handling of critical, timely documentation and report production.- Exercising your financial smarts - helping clients understand banking products in a way that promotes client engagement 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 & motivation

You’ve spent 3 years in a banking environment or have equivalent experience, have a strong understanding of banking products & services, and genuinely want to learn & grow your financial career.

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 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterstone Human Capital’s Most Admired Corporate Culture 2023.
- 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-SA1

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.

06/17/2024

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