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Financial Services Representative
2 months ago
We are seeking a highly skilled and motivated individual to join our team as a Personal Banking Officer. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.
Key Responsibilities- Act as a strategic partner to Account Managers to build, grow, and maintain profitable, long-lasting, and genuine relationships with CWB clients.
- Provide knowledge, courteous, and efficient delivery of CWB's products and services, enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.
- Apply your administrative expertise and testing your accuracy while initiating large volumes of personal banking products, handling document control, and inputting data.
- Proactively identify and anticipate client needs to uncover opportunities to be crucial to their financial success.
- Use customer insights to drive and guide your prioritization and handling of critical, timely documentation and report production.
- Exercise your financial smarts – helping clients understand banking products in a way that promotes client engagement and true comprehension.
- Learn and expand your knowledge in a way that contributes to your branch's success.
- Spread positive vibes and collaborate with a team you're proud to be a part of.
- 3 years of experience in a banking environment or equivalent experience.
- Strong understanding of banking products and services.
- Genuine desire to learn and grow your financial career.
CWB Financial Group is a bank built for business owners. 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, seeking out and embracing new ideas, and believing that how we do things is as important as what we do.
We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, generous company-funded health coverage, health care spending account, flexible wellness program, and generous time-away options to unplug, rest, and recover.
We commit to our employees' development and help them reach their professional goals with organization-wide coaching services, mentorship, education support, and training programs.
Inclusion is a journey requiring practice and experience to result in a powerful outcome. Your perspective matters, and your voice will be heard. Find community within the CWB family in our employee-represented groups.
