Banking Customer Service Representative

3 days ago

Langley, Canada CWB Financial Group Full time
About the Role

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.
Requirements
  • 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.
What We Offer
  • 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 offer 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.
Why Work with Us?

CWB Financial Group is a dynamic and growing company that offers a unique opportunity to build a career in the financial sector. We are committed to our employees' development and offer a range of training and education programs to help you reach your professional goals.

We are an equitable employer and are committed to providing a safe and inclusive work environment for all employees. We welcome and encourage diversity and inclusion in the workplace and offer a range of employee representation groups to support our employees' needs.

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