Banking Customer Service

3 weeks ago

Surrey, 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

Banking Customer Service & Sales Specialist

Role Specifications

Location: Surrey - Panorama Banking Centre

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 primary focus of the Banking Customer Service Representative is to provide outstanding 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 complete 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. Redefining their banking experience into something memorable, exciting 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 insight - helping clients understand banking products in a way that promotes passion and true comprehension.- Learning and growing 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.

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

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?

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-JL1

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.

12/2/2024

  • Banking Customer Service Representative

    2 weeks ago

    Surrey, Canada CWB 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 Banking Customer Service Representative & Specialist Role...

  • Banking Customer Service

    3 weeks ago

    Surrey, Canada Disability Solutions 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doBanking Customer Service & Sales SpecialistRole SpecificationsLocation:...

  • Banking Customer Service Representative

    3 weeks ago

    Surrey, 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 Banking Customer Service Representative & Specialist Role...

  • Banking Customer Service Representative

    3 weeks ago

    Surrey, Canada Disability Solutions 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doBanking Customer Service Representative & SpecialistRole...

  • Banking Customer Service

    2 weeks ago

    Surrey, BC, Canada CWB 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doBanking Customer Service & Sales SpecialistRole...

  • Banking Customer Service

    2 weeks ago

    Surrey, British Columbia, B3R, Halifax region, Canada Canadian Western Bank 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doBanking Customer Service & Sales SpecialistRole SpecificationsLocation:...

  • Banking Customer Service Representative

    2 weeks ago

    Surrey, British Columbia, B3R, Halifax region, Canada Canadian Western Bank 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doBanking Customer Service Representative & SpecialistRole...

  • Financial Services Banking Associate

    2 weeks ago

    Surrey, British Columbia, Canada BC LTD. Full time

    Job OverviewBC LTD. is seeking a highly skilled Financial Services Banking Associate to join our team.Key Responsibilities:Process customer transactions, including cash deposits and withdrawals, cheque clearing, transfers, and bill payments.Provide accurate and efficient information for the provision of services, such as account opening and savings...

  • Customer Service Representative

    6 months ago

    Surrey, Canada BMO Financial Group Full time

    15925 Fraser Hwy, Unit 101 Surrey British Columbia,V4N 0Y3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Customer Services Representative

    6 months ago

    Surrey, Canada BMO Financial Group Full time

    1626 Martin Drive Surrey British Columbia,V4A 6E7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    6 months ago

    Surrey, Canada BMO Financial Group Full time

    5661 - 152 Street Surrey British Columbia,V3S 9A5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Customer Service Representative

    13 hours ago

    Surrey, Canada BMO Financial Group Full time

    7488 King George Hwy, #110,160 Surrey British Columbia,V3W 0H9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...

  • Customer Service Representative

    6 months ago

    Surrey, Canada BMO Financial Group Full time

    135 15850 26th Avenue Surrey British Columbia,V3Z 2N6 This is a part-time role (7.5 hours per week minimum guarantee) at our Morgan Crossing branch in Surrey. This position requires availability to work anytime during branch hours, Monday through Saturday. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides...

  • Financial Services Advisor

    2 days ago

    Surrey, British Columbia, Canada BC LTD. Full time

    **Job Title:** Financial Services Advisor - Banking TransactionsCompany Overview: BC Ltd. is a reputable financial institution seeking a skilled Financial Services Advisor to join our team.Salary: The estimated salary for this position is $21 per hour, ensuring that you earn a competitive wage for your expertise.Job Description:Process customer transactions...

  • Customer Service Rep

    6 months ago

    Surrey, Canada BMO Financial Group Full time

    7140 Scott Road/120 Street Surrey British Columbia,V3W 3M8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Customer Service Representative

    7 months ago

    Surrey, Canada BMO Financial Group Full time

    10155 King George Highway Surrey British Columbia,V3T 5H9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...

  • Financial Services Assistant

    7 days ago

    Surrey, British Columbia, Canada BC LTD. Full time

    Job OverviewBC Ltd. is seeking a skilled and experienced professional to fill the position of Financial Services Assistant in our banking sector.Salary: The estimated annual salary for this role is $43,520 (based on 21 dollars per hour) plus benefits.Responsibilities:Process customer cash deposits and withdrawals, cheques, transfers, bills, and credit card...

  • Personal Banking Associate

    6 months ago

    Surrey, Canada TD Bank Full time

    **Work Location**: Surrey, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **KEY ACCOUNTABILITIES** **CUSTOMER** - **Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience**: - **Act as the...

  • Personal Banking Associate

    6 months ago

    Surrey, Canada BMO Financial Group Full time

    5661 - 152 Street Surrey British Columbia,V3S 9A5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    6 months ago

    Surrey, Canada BMO Financial Group Full time

    5661 - 152 Street Surrey British Columbia,V3S 9A5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...