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Banking Customer Service Representative
2 months ago
CWB Financial Group is seeking a highly skilled Banking Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.
Key Responsibilities- Customer Service: Deliver outstanding customer experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB's brand promise.
- Sales: Proactively identifying customer needs to uncover opportunities to be crucial to their financial success through referrals to Account Managers.
- Financial Knowledge Sharing: Exercising your financial smarts – helping clients understand banking products in a way that promotes enthusiasm and true comprehension.
- Process & Operations: Testing your accuracy and attention to detail with large volumes of transactions, cash handling, inquiries, and interactions.
- Reporting: Learning and expanding your knowledge in a way that contributes to your branch's success.
- 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.
- Hybrid Work Environments: We offer a flexible work environment that allows you to work from home or in the office, depending on your needs.
- Everyday Flexibility: We believe in work-life balance and offer flexible scheduling to accommodate your needs.
- Generous Company-Funded Health Coverage: We offer comprehensive health coverage to ensure you and your family are taken care of.
- Health Care Spending Account: We provide a health care spending account to help you manage your health care expenses.
- Flexible Wellness Program: We offer a flexible wellness program that allows you to take care of your physical and mental health.
- Generous Time-Away Options: We offer generous time-away options to ensure you have time to rest and recharge.
CWB Financial Group is a leading financial institution that is committed to providing exceptional customer service and building strong relationships with our clients. We are proud to be recognized as one of Canada's top 50 Best Workplaces and recipient of Waterstone Human Capital's Most Admired Corporate Culture 2023.
