Client Relationship Specialist

4 weeks ago

Victoria, British Columbia, Canada CWB Financial Group Full time

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

Prioritizing people and fostering meaningful connections Embracing innovative ideas and approaches Upholding the belief that our methods are as significant as our outcomes

Position Overview

Location: Victoria, BC.

Note: This is a 12-month term with potential for extension.

Elevate your career in banking

We distinguish ourselves from larger financial institutions by actively engaging our workforce—nurturing, responsive, and committed to developing talent. Our esteemed reputation is built on a culture that prioritizes people, ensuring that our employees feel valued, promotes inclusivity and diverse perspectives, and encourages teamwork and innovation.

The Role

The primary responsibility of the Client Relationship Specialist is to deliver outstanding customer service while managing the opening of products and services for both new and existing clients, without lending prerequisites. This involves engaging clients in dialogue to uncover opportunities for comprehensive financial solutions.

Daily Responsibilities

Customer Engagement. Sales. Financial Education. Operations Management. Reporting

Provide exceptional customer experiences at every interaction and implement strategies to enhance the client experience, aligning with CWB's brand promise. Aim to be the primary financial partner for clients, transforming their banking journey into a memorable and rewarding experience. Proactively assess customer needs to identify opportunities that contribute to their financial success through referrals to Account Managers. Test your precision and attention to detail while handling high volumes of transactions, cash management, inquiries, and interactions. Utilize your financial acumen to assist clients in understanding banking products in an engaging and comprehensible manner. Continuously learn and expand your expertise to contribute to the success of your branch. Foster a positive atmosphere and collaborate with a team you take pride in being part of.

Skills for Success

People-Centric Approach. You excel in connecting with others, whether clients or colleagues, to provide solutions and cultivate genuine, lasting relationships. Business Acumen. You possess the ability to see the broader picture, allowing you to anticipate client needs and exceed expectations while driving opportunities to assist others and grow the business. Adaptability. You thrive in uncertain situations and can modify your approach—whether with people or challenges—to respond effectively in dynamic environments. Ownership. You take pride in being accountable and owning your actions and their outcomes. Detail-Oriented. You have a keen eye for detail, ensuring accuracy even in fast-paced, changing circumstances. Eager Learner. You are proactive in seeking knowledge, asking questions, and demonstrating a genuine interest in banking and financial management. Tech-Savvy. You are proficient with technology, navigating MS Office Suite and other software with ease.

Foundational Experience and Knowledge

A background in post-secondary education and ideally one year of customer service experience, coupled with a strong desire to learn and advance a career in the financial sector.

Why Join Us?

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

We offer a comprehensive benefits package that includes:

Hybrid work arrangements Flexible work options Generous company-funded health benefits Health care spending account A flexible wellness initiative Generous time-off policies to recharge and rejuvenate

We are committed to the development of our employees, helping them achieve their professional aspirations through:

Organization-wide coaching services Mentorship opportunities Educational support and training programs

Inclusion is a journey that requires practice and experience to yield powerful outcomes. Your perspective is valued, and your voice will be heard. Find community within the CWB family through our employee-represented groups.

As an equitable employer, CWB Financial Group is dedicated to fostering a safe environment where a diverse workforce can thrive. We encourage you to bring your authentic self to work. Dignity, respect, and equality are fundamental principles. If you require assistance during any part of the recruitment or selection process, please reach out.

Application Deadline:

This position will close at 12:01 am on the specified closing date.

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