Client Banking Support Specialist

3 weeks ago

Edmonton, Alberta, Canada CWB Financial Group Full time

At CWB Financial Group, we are dedicated to creating value for our clients, employees, and stakeholders every day. We achieve this by:

  • Prioritizing relationships and putting people first
  • Embracing innovative ideas and solutions
  • Valuing the process as much as the outcome

Position Overview
Location: Edmonton, AB

Contract Duration: 12 months
Flexible work arrangements. Hybrid work settings. Collaborative environment.

Elevate your banking career with us.

Our primary goal is to be the premier full-service bank for business owners across Canada. We accomplish this by providing a proactive client experience characterized by personalized service, specialized knowledge, and tailored solutions, all delivered with an unmatched sense of urgency that our clients appreciate.

Opportunity Highlights

We seek innovative thinkers, process advocates, and future leaders. We are looking for performance-driven individuals eager to advance their careers. Our Centralized Operations Group in Banking Support thrives on collaboration, respect, and shared ideas. We are expanding our Banking Support team and have several positions available.

As a Banking Support Officer, you will manage the processing of transactions that support our branch network. This role encompasses activities related to payments, deposits, cash management products, registered products, and estates. Trust us – this role is more engaging than it may initially appear. It serves as an excellent foundation for a career in finance.

Key Responsibilities

  • Financial Transactions: Execute financial transaction activities related to registered products (RRSP, RRIF, TFSA), payments (wires, EFTs, cheques, bill payments), deposits (remote deposit capture, NDDS), cash management products (CAFT, Business Online Banking, Online Wires, Business Visa, Corporate RDC), and estate administration.
  • Risk Management: Handle high-risk processes with significant client impact, including large transactions and those with tax implications.
  • Documentation Control: Maintain long-term document management and electronic reporting for all relevant tasks.
  • Operational Efficiency: Proactively identify potential procedure improvements and best practices, sharing insights with management and colleagues.
  • Privacy Compliance: Safeguard the confidentiality of the Bank and its clients by securing all documentation outside of business hours and adhering to the employee code of conduct.
  • Collaboration: Provide direct support to the CWB branch network to ensure a superior customer experience.
  • Performance Monitoring: Regularly assess SLA targets in partnership with individual leaders to meet client needs effectively.

Ideal Candidate Profile

Continuous Learner: You possess a strong desire for knowledge and understanding, driven by curiosity and problem-solving.

  • Numerical Proficiency: You find joy in numbers and appreciate that every mathematical problem has a solution.
  • Basic Financial Acumen: You understand how banking works and the flow of money.
  • Customer Service Experience: You recognize the importance of quality service and have gained experience in this area.
  • Strong Work Ethic: You are willing to put in the effort to complete tasks and enjoy being recognized for your hard work.
  • Process Improvement Mindset: You have learned to streamline tasks and prioritize effectively.
  • Effective Communicator: You can convey information clearly and professionally.
  • Technologically Proficient: You adapt easily to new technologies and software.

Join us in a culture that values your success.

  • Proactive Engagement: Take initiative, participate in projects, identify efficiencies, and delve into details to make a difference.
  • Attention to Detail: Ensure compliance with policies and regulations to minimize risk in all banking operations.
  • Client-Centric Approach: We are committed to our clients' success and delivering exceptional service consistently.

Why Choose CWB Financial Group?

Your success is our priority, supported by our award-winning culture and benefits.

We have been recognized as one of Canada's top 50 Best Workplaces and a member of the Most Admired Corporate Cultures Hall of Fame.

Our comprehensive benefits package includes:

  • Flexible work arrangements
  • Generous health coverage
  • Health care spending account
  • Wellness programs
  • Ample time-off options for rest and recovery

We are committed to your professional development through:

  • Coaching services
  • Mentorship opportunities
  • Education support and training programs

We believe in fostering an inclusive environment where every voice is valued. Your perspective matters at CWB Financial Group.

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