Banking Customer Service Representative

At , 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

Role Specifications

Put a new on your banking career

We’re different from the big banks in we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.

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.

Day-to-day activities

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.

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 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.

Foundational knowledge and experience to grow from

Some post-secondary classes and ideally 1 year of customer service experience coupled with a strong desire and commitment to learn and grow a career in the financial sector!

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up.

Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterstone Human Capital’s Most Admired Corporate Culture 2023.

• 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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As an equitable employer, CWB Financial Group is committed to providing a safe and 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 during any part of the recruitment or selection process, please reach out.

Closing Date :

09 / 10 / 2024