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Senior Customer Relations Specialist
3 months ago
At Canadian Western Bank, we are dedicated to creating value for everyone who chooses to work with us: our employees, our clients, and our stakeholders. We achieve this by:
- Prioritizing relationships and putting people at the forefront
- Embracing innovative ideas and perspectives
- Valuing the process as much as the outcomes
Location: British Columbia BC - Nanaimo
Transform your banking career with us.
Our employees consistently rate Canadian Western Bank as a Great Place to Work. We distinguish ourselves from larger financial institutions through our commitment to employee engagement - fostering a caring and responsive environment that is focused on talent development. Our strong reputation is built on a culture that prioritizes people, ensuring that every employee feels valued, promotes inclusivity, and encourages collaboration and innovation.
Join us and discover why our employees love working here.
Key ResponsibilitiesThe primary role of the Banking Customer Service Representative is to deliver exceptional service to clients while managing the opening of products and services for both new and existing customers, without lending prerequisites. This involves engaging clients in meaningful conversations to explore opportunities for comprehensive financial solutions.
Daily Tasks- Provide outstanding customer experiences at every touchpoint, executing strategies to enhance client interactions in alignment with Canadian Western Bank's brand promise. Aim to be the primary financial partner for each client.
- Proactively assess customer needs to identify opportunities that contribute to their financial well-being through referrals to Account Managers.
- Demonstrate precision and attention to detail while handling a high volume of transactions, inquiries, and interactions.
- Utilize your financial knowledge to help clients understand 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 team environment and collaborate with colleagues you are proud to work alongside.
- People-centric approach. You excel in building connections with clients and colleagues, focusing on communication and relationship-building to provide effective solutions.
- Business acumen. You possess the ability to see the broader picture, anticipating client needs to exceed expectations and create genuine opportunities for assistance.
- Adaptability. You thrive in dynamic environments and can adjust your strategies to respond effectively to changing circumstances.
- Entrepreneurial mindset. You take ownership of your responsibilities and the outcomes of your actions.
- Attention to detail. You are meticulous and maintain accuracy even in fast-paced situations.
- Growth-oriented. You are proactive in seeking knowledge, asking questions, and showing a keen interest in banking and financial practices.
- Technologically proficient. You are comfortable navigating MS Office Suite and other relevant software.
Some post-secondary education and ideally one year of customer service experience, coupled with a strong desire to learn and develop a career in the financial sector.
Why Choose Us?Your success is our priority, supported by our award-winning culture and benefits.
Recognized by Great Place to Work in 2023 as one of Canada's top 50 Best Workplaces and awarded Waterstone Human Capital's Most Admired Corporate Culture 2023.
Wellness is important to us. We offer a comprehensive benefits package that includes:
- Flexible work arrangements
- Generous health coverage funded by the company
- Health care spending account
- A flexible wellness program
- Ample time-off options for rest and recovery
Career advancement. We are committed to supporting our employees' professional growth through:
- Coaching services across the organization
- Mentorship opportunities
- Education support and training programs
Bring your authentic self to work. We believe in the importance of inclusion and diversity, and your perspective is valued. Find community within Canadian Western Bank through our employee representation groups.
