Banking Customer Service Officer

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 holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.
- Role Specifications
- Everyday flexibility. On-site Requirements. Collaborative connections.
- CWB is a bank built for business owners
- Canadian Western Bank (CWB) is the only
_full-service bank_ in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a
_ relationship-based_ approach to deliver a uniquely
_proactive client experience_ through highly
_personalized service, specialized expertise, customized solutions, and faster response times. _We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services.
- Our highly engaged teams operate within a
_client-centric, collaborative, and change-ready culture, _with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities.
- The opportunity
- The primary focus of the Banking Customer Service Representative is to provide exceptional customer service and be responsible to open products and services for new and existing clients without lending requirements by engaging clients in conversation and explore potential opportunities to provide a full-service solution.
- Areas of focus
- Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting
- 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 with the view to be every client’s primary financial partner. Transforming their banking experience into something memorable, rewarding and financially satisfying.
- Proactively identifying customer needs to uncover opportunities to be crucial to their financial success through referrals to Account Managers.
- Testing your accuracy and attention to detail with large volumes of transactions, cash handling, inquiries, and interactions.
- Exercising your financial smarts - helping clients understand banking products in a way that promotes enthusiasm and true comprehension.
- Learning and expanding your knowledge in a way that contributes to your branch’s success.
- Spreading positive vibes and collaborating with a team you’re proud to be a part of.
- Know how & motivations
- Some post-secondary classes and ideally one year of customer service experience coupled with a strong desire and commitment to learn and grow a career in the financial sector
- The CWB
_way_
- CWB
s’ combined strengths in commercial banking, personal banking, and wealth management represent a comprehensive full-service experience, uniquely positioned to meet the complex financial needs of successful business families. Our CWB family is
_united_, bound by principals, shared goals, strong values, and a passion for Canadian business owners. Each service offering on its own is unique and fulfilling, together, our service offerings are unparalleled. And we do it together - the CWB
_way_.
- Lifelong learner. The ongoing, voluntary, and self-motivated_ pursuit of knowledge. _You seek out challenges, opportunities, feedback and are comfortable failing & failing forward, growing stronger with every experience to build successful momentum.
- Client centric, collaborative & change ready. We invest in our culture, products, services, & processes to provide a differentiated & unrivalled client experience with every interaction We are resilient, tenacious, and determined to be every client’s primary financial partner. We thrive because we are a_ proactive _& _purposeful _team.
- Relationship builder. We go above and beyond to build deep and meaningful relationships s. A client relationship is built on trust, and credibility is earned when you invest time and thoughtful consideration, adding value through care and attention. We know just as much about our clients’ businesses as they do.
- Provide practical solutions. We provide clear and sound advice on practical solutions to complex issues. We draw from our _collective _expertise to deliver solutions & advice _tailored_ to our individual clients’ needs. There is no one size fits all-we have a wardrobe of options to explore. With custom solutions, &_ specialized knowledge_, we help business owners feel confident in their financial success.
- Winning aspiration. We thrive in a dynamic environment arising from dive