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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, seeking out new ideas, and believing that how we do things is as important as what we do.
Our Culture
We have a people-first culture that ensures our employees feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation. Our reputation is powered by a culture that values employee growth and development.
The Opportunity
The primary focus of the Banking Customer Service Representative 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 identify customer needs to uncover opportunities to be crucial to their financial success through referrals to Account Managers.
- Test accuracy and attention to detail with large volumes of transactions, cash handling, inquiries, and interactions.
- Exercise financial smarts – helping clients understand banking products in a way that promotes enthusiasm and true comprehension.
- Learn and expand knowledge in a way that contributes to branch success.
- Spread positive vibes and collaborate 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, communicating and connecting with others to provide solutions and build real, lasting relationships.
- Business focused – you're able to see the bigger picture, anticipate clients' needs, and drive opportunities to genuinely help others while growing business.
- Agile – you're energized when faced with ambiguity and can adjust your approach to respond efficiently and effectively in changing conditions.
- Entrepreneurial – you're accountable and take ownership of your actions and their results.
- Accurate – you're detail-oriented and accuracy is a practiced skill.
- Knowledge seeking & growth minded – you're a self-starter, eager to learn, and have a real interest in banking and how people spend and use their money.
- Technologically sound – you're computer savvy and able 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 great place to work, with an award-winning culture and benefits package that includes hybrid work environments, everyday flexibility, generous company-funded health coverage, and more. We commit to our employees' development and help them reach their professional goals with organization-wide coaching services, mentorship, and education support & training programs.
Inclusion is a journey
We strive to create a workplace where everyone feels welcome and valued. Our employee represented groups provide a sense of community and belonging, and we're committed to providing a safe and inclusive environment for all employees.
