Personal Banking Officer

4 days ago


Red Deer, Alberta, Canada CWB Financial Group Full time

Role Overview

We are seeking a skilled Banking Officer to join our team at CWB Financial Group. In this role, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance on our financial products and services.

  • Develop and maintain a deep understanding of our clients' financial needs and goals, identifying opportunities to provide tailored solutions and drive business growth.
  • Collaborate with our Account Managers to develop and execute strategic plans to drive customer satisfaction and loyalty.
  • Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
  • Stay up-to-date on industry trends and developments, leveraging this knowledge to enhance our clients' financial well-being and drive business success.

What You'll Need

To succeed in this role, you will require a strong understanding of banking products and services, as well as excellent communication and interpersonal skills. A minimum of 3 years' experience in a banking environment is preferred, although equivalent experience in a related field may also be considered.

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our award-winning culture and benefits package include hybrid work environments, everyday flexibility, and generous company-funded health coverage.

Why Join Our Team?

At CWB Financial Group, we are committed to creating a workplace where everyone feels valued, respected, and supported. We believe in fostering a culture of inclusion and diversity, and we are proud to be recognized as one of Canada's top 50 Best Workplaces.

Key Qualifications

  • 3+ years of banking experience or equivalent
  • Strong understanding of banking products and services
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Strong problem-solving and analytical skills


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