Personal Banking Officer

3 days 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

**Personal Banking Officer - Lethbridge, AB.**

**Roles Specifications**
Location | Lethbridge, AB.
Regular Full-Time, Onsite

**CWB Bank**
**CWB is a bank built for business owners**
**Put a new spin on your banking career**
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 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:

- 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-AL1

IND-AL

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.

01/18/2025

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