Job Description

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

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. And we do all this with an unrivalled sense of urgency that our clients love about us.

Our Personal Banking team includes a diverse group of finance professionals who strive every single day to achieve strong results for the bank and their clients. Our team of designated banking professionals know and understand the value of relationship building and brings that perfect combination of stellar stewardship, client support and financial expertise to the table. No day is ever the same in personal banking. Whether it’s providing proactive client solutions, stellar service support, consultation sessions or financial advice, we’re there every step of the way for our clients to ensure they reach their personal and business dreams. It’s this top service that we are known for.

The opportunity

The primary focus of the Sr 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.

Day-to-day activities

Customer Service. Sales. Financial knowledge sharing. Mentoring. 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.
Mentor and support new front-line colleagues.
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.

Foundational knowledge and experience to grow from

Some post-secondary classes with business, finance, or marketing and ideally 1-2 years of banking or finance experience. A desire and commitment to learn and grow a career in the financial sector!

Capabilities that will take you further

People first approach. You are all about people. Be it your clients or your colleagues – you like communicating and connecting with others to provide solutions and build real, lasting relationships.
Business focused. You’re able to see the bigger picture. Your client focus allows you to anticipate clients’ needs to go beyond expectations and drive opportunities to genuinely help others while successfully growing business.
Agile. You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and effectively in changing conditions.
Entrepreneurial. Being accountable and taking ownership of your actions and their results is something you pride yourself on.
Accurate. You’re very detail oriented. Accuracy is a practiced skill of yours and doesn’t diminish in a fast-paced, changing environment.
Knowledge seeking & growth minded. You’re a self-starter. You ask questions, are eager to learn and have a real interest in banking and how people spend and use their money.
Technologically sound. You’re computer savvy – enough to move around MS Office Suite and other programs with ease.

Your success is our obsession! And our award-winning culture & benefits back it up.
Proudly recognized by Great Places to Work in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.

Wellness matters. 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

Career development. We commit to our employees’ development and help them reach their professional goals with:

Organization wide coaching services
Mentorship
Education support & training programs

Bring your whole self to work. 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.

#LI-KM1

#IND-KM

As an equitable employer, CWB Financial Group is committed to providing a safe and

inclusive environment

where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require

accommodation

during any part of the recruitment or selection process, please reach out.

Closing Date: