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Customer Service Representative

2 months ago

Calgary, Alberta, Canada CWB Financial Group Full time

About CWB Financial Group

CWB Financial Group is a leading financial institution that strives to build value for its clients, employees, and investors. We achieve this by:

  • Putting people first and building relationships with intention
  • Seeking out and embracing new ideas
  • Believing that how we do things is as important as what we do

Role Specifications

Location: Calgary, AB - Chinook Banking Centre

Customer Service Representative

The primary focus of this role is to provide exceptional customer service and be responsible for opening products and services for new and existing clients without lending requirements. This involves engaging clients in conversation and exploring potential opportunities to provide a full-service solution.

Key Responsibilities

  • Deliver outstanding customer experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB's brand promise.
  • Proactively identifying customer needs to uncover opportunities to be crucial to their financial success through referrals to Account Managers.
  • Testing accuracy and attention to detail with large volumes of transactions, cash handling, inquiries, and interactions.
  • Exercising financial smarts – helping clients understand banking products in a way that promotes enthusiasm and true comprehension.
  • Learning and expanding knowledge in a way that contributes to branch success.
  • Spreading positive vibes and collaborating with a team you're proud to be a part of.

Capabilities that will take you further

  • 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.

Foundational knowledge and experience to grow from

Some post-secondary classes and ideally 1 year of customer service experience coupled with a strong desire and commitment to learn and grow a career in the financial sector.

Why work with us?

CWB Financial Group is a place where your success is our obsession. Our award-winning culture and benefits package includes:

  • Hybrid work environments
  • Everyday flexibility
  • Generous company-funded health coverage
  • Health care spending account
  • A flexible wellness program
  • Generous time-away options to unplug, rest & recover

We commit to our employees' development and help them reach their professional goals with:

  • Organization-wide coaching services
  • Mentorship
  • Education support & training programs

Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee-represented groups.