Senior Client Support Specialist

1 day ago


Edmonton, Alberta, Canada Disability Solutions Full time

CWB Financial Group is a leading provider of financial services, and we're seeking an experienced Senior Client Support Specialist to join our team.

About the Role

This role will play a critical part in delivering exceptional client experiences by providing effective support and resolving escalations with sound judgment, prioritizing client satisfaction and risk mitigation. The ideal candidate will have a minimum five years banking experience with a focus in Cash Management, Digital Banking, Estate administration, and commercial credit support.

Responsibilities
  • Deliver exceptional client experiences by providing effective support and resolving escalations with sound judgment, prioritizing client satisfaction and risk mitigation.
  • Triage and resolve client support requests related to Cash Management, Digital Banking, Estate administration, and transaction investigations.
  • Maintain ownership of Level 2 complaints, ensuring timely resolution or escalation while adhering to regulatory requirements within the Complaints Handling Office.
  • Build and nurture strong, collaborative relationships with Banking Centres and corporate teams, promoting a unified support experience.

The estimated salary for this role is $80,000 - $110,000 per year, depending on experience.

Requirements
  • Post Secondary Education in Business, Finance or a related field or equivalent banking experience.
  • Minimum five years banking experience with a focus in Cash Management, Digital Banking, Estate administration, and commercial credit support.

We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, generous company-funded health coverage, and flexible wellness programs. We also commit to employee development, offering organization-wide coaching services, mentorship, and education support & training programs.



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