Banking Customer Service

3 weeks ago

Kelowna, Canada CWB Full time

At CWB, we strive to build value for the people who choose us every day: our people, our clients, and our investors. We do 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

Location | Kelowna, BC.

Everyday flexibility. On-site requirements. Collaborative connections

Note: The external title has been changed to align with industry standards. The internal job title will be: Sales & Service Representative.

CWB Bank

CWB is a bank built for business owners. Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions, all with an unrivalled sense of urgency that our clients love.

The opportunity

The primary focus of the Banking Customer Service and Sales Representative is to provide exceptional customer service and be responsible for opening products and services for new and existing clients without lending requirements by engaging clients in conversation and exploring potential opportunities to provide a full-service solution.

What you'll be doing
  • Deliver outstanding customer experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB's brand promise.
  • Provide full-service solutions for clients, transforming their banking experience into something memorable, rewarding, and financially satisfying.
  • Proactively identify customer needs to uncover opportunities for their financial success through referrals to Account Managers.
  • Test your accuracy and attention to detail with large volumes of transactions, cash handling, inquiries, and interactions.
  • Help clients understand banking products in a way that promotes enthusiasm and true comprehension.
  • Learn and expand your knowledge to contribute to your branch's success.
  • Collaborate with a team you’re proud to be a part of.
Who we're looking for & what you've doneCapabilities that will take you further
  • People first approach: You connect with others to provide solutions and build lasting relationships.
  • Business focused: You anticipate clients' needs to go beyond expectations and drive opportunities.
  • Agile: You efficiently adapt to changing conditions.
  • Entrepreneurial: You take ownership of your actions and their results.
  • Accurate: You maintain detail orientation in a fast-paced environment.
  • Knowledge seeking & growth minded: You're eager to learn and have an interest in banking.
  • Technologically sound: You navigate 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 with a commitment to grow a career in the financial sector.

Why work with us?Your success is our obsession
  • Wellness matters: Award-winning benefits package including everyday flexibility, generous company-funded health coverage, a healthcare spending account, and time-away options.
  • Career development: We support professional goals with coaching, mentorship, and education programs.

Bring your whole self to work: CWB Financial Group is committed to a safe and inclusive environment where a diverse workforce thrives. Your perspective matters.

Closing Date:
  • Position closes at 12:01am on the close date identified below.

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