Banking Customer Service

6 months ago

Nanaimo, 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
- Additional Job Description (External)
- 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?
- Winners of Canada’s Most Admired Corporate Culture 2021 &_
- Recognized as one of 50 Best Workplaces in Canada by Great Place to Work® 2022_
- & _Best Workplaces for Mental Wellness in Canada 2021_
Values driven people first benefits
At CWB, we know your life, downtime, family, adventure, recovery, and future are an important part of you. They’re important to CWB too. That’s why our benefits take care of your whole life, family included.
- 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 a community within the CWB family_ in our employee represented groups. _Career development._ We invest in our employees’ development to help them reach their professional goals with organization wide _Coaching services. _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 _F_ind your “why” at _
- ._
IND-KM

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 pa

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