Financial Services Representative
1 week ago
About the Role
CWB Financial Group is seeking a highly skilled and motivated Banking Officer to join our team. As a key member of our organization, you will play a critical role in building and maintaining strong relationships with our clients.
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 & efficient delivery of CWBs' products & 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.
- Collaborate with a team you're proud to be a part of.
Requirements
- 3 years of experience in a banking environment or equivalent experience.
- A strong understanding of banking products & services.
- A genuine desire to learn & grow your financial career.
About CWB Financial Group
CWB Financial Group is a bank built for business owners. Our core focus is to become the best full-service bank for business owners in Canada. We deliver a proactive client experience through highly personalized service, specialized expertise, and customized solutions.
Why Work with Us?
We offer an award-winning benefits package that 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.
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