Banking Customer Service Representative
2 weeks ago
- 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 Specifications
The successful candidate must be mobile as this role will support multiple banking centre locations in Greater Vancouver Area (Strawberry Hill, Langley and Panorama Banking Centres).
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
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.
Day-to-day activities
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.
Capabilities that will take you further
- People first approach. You are all about people. Be it your clients or your colleagues - you like communicating and connecting with others to provide solutions and build real, lasting relationships.
- Business focused. You're able to see the bigger picture. Your client focus allows you to anticipate clients' needs to go beyond expectations and drive opportunities to genuinely help others while growing business.
- Agile. You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and effectively in changing conditions.
- Entrepreneurial. Being accountable and taking ownership of your actions and their results is something you pride yourself on.
- Accurate. You're very detail oriented. Accuracy is a practiced skill of yours and doesn't diminish in a fast-paced, changing environment.
- Knowledge seeking & growth minded. You're a self-starter. You ask questions, are eager to learn and have a real interest in banking and how people spend and use their money.
- Technologically sound. You're computer savvy - enough to move around MS Office Suite and other programs with ease.
Foundational knowledge and experience to grow from
Some post-secondary classes and ideally 1 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
IND-JR
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.
12/8/2024
-
Banking Customer Service Representative
2 weeks ago
Surrey, Canada CWB Full timeAt 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 CWB Financial Group Full timeAt 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...
-
Customer Service Representative
6 months ago
Surrey, Canada BMO Financial Group Full time15925 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 Service Representative
6 months ago
Surrey, Canada BMO Financial Group Full time5661 - 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 Services Representative
6 months ago
Surrey, Canada BMO Financial Group Full time1626 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 time135 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...
-
Banking Customer Service Representative
2 weeks ago
Surrey, British Columbia, B3R, Halifax region, Canada Canadian Western Bank Full timeAt 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
3 weeks ago
Surrey, Canada CWB Financial Group Full timeAt 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...
-
Customer Services Representative
2 months ago
Surrey, Canada Coast Capital Savings Full timeAs a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...
-
Customer Services Representative
4 months ago
Surrey, Canada Coast Capital Savings Full timeAs a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...
-
Customer Services Representative
3 months ago
Surrey, Canada Coast Capital Savings Full timeAs a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...
-
Customer Services Representative
6 days ago
Surrey, Canada Coast Capital Savings Full timeAs a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...
-
Banking Customer Service
2 weeks ago
Surrey, Canada Disability Solutions Full timeAt 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:...
-
Financial Customer Service Representative
6 months ago
Surrey, Canada Universal TV Service Centre Full timeUniversal TV Service Centre is seeking a full-time Customer Service Representative to join our team. This position will be responsible for providing support to our customers by responding to customer inquiries, resolving customer complaints and ensuring customer satisfaction. The Customer Service Representative will have a high level of customer service...
-
Surrey, Canada BC LTD. Full timeJob Title: Customer service Representative- Financial Institutions Status: Full Time, permanent Wage Rate: $21/HR Vacancies: 1 Company: BC Ltd. Address: Suite 106, A Avenue surrey, British Columbia V3 X 1 X1 Job Description: Process customer cash deposits and withdrawals, cheques, transfers, bills and credit card payments, money orders, certified cheques,...
-
Surrey, Canada BC LTD. Full timeJob Title: Customer service Representative- Financial Institutions Status: Full Time, permanent Wage Rate: $21/HR Vacancies: 1 Company: BC Ltd. Address: Suite 106, A Avenue surrey, British Columbia V3X 1X1 Job Description: Process customer cash deposits and withdrawals, cheques, transfers, bills and credit card payments, money orders, certified cheques, and...
-
Surrey, Canada BC LTD. Full timeJob Title: Customer service Representative- Financial Institutions Status: Full Time, permanent Wage Rate: $21/HR Vacancies: 1 Company: BC Ltd. Address: Suite 106, A Avenue surrey, British Columbia V3X 1X1 Job Description: Process customer cash deposits and withdrawals, cheques, transfers, bills and credit card payments, money orders, certified cheques, and...
-
Customer Services Representative
6 months ago
Surrey, Canada Coast Capital Savings Full timeAs a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...
-
Customer Service Representative
1 week ago
Surrey, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Customer Service Representative
6 months ago
Surrey, Canada Culligan Water of Canada Full timeCulligan offers a full line of water treatment products for every problem. We provide the dependable service and technical expertise that has made Culligan the water solution choice for both residential and commercial locations. **We want you to join our team at our SURREY location as a Customer Service Representative!** The Customer Service Rep is...
