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
Roles Specifications
Location : Edmonton, AB
Everyday flexibility. Hybrid work environments. Collaborative connections.
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. And we do all this with an unrivalled sense of urgency that our clients love about us.
The opportunity
The Senior Banking Support Officer will provide support across the Banking Support team to assist with the ongoing delivery of high quality services to CWB Group and our clients. This role reports to the Sr Manager, Banking Support.
What you'll be doing
Make an impact by :
Verifying reconciliations, payments processed, estate and registered products and cash management services customer onboarding and maintenance. .Leading problem solving to help provide solutions for complex requests and / or items / issues and escalate for support as required.Supporting and training Banking Support Officers with documentation and management control, implementation and use of technical tools.Providing input to department managers regarding employee performance to assist with effective and meaningful coaching conversations and performance reviews.Day-to-day activities
Review and authorize work completed by Banking Support Officers as requiredParticipate in the regular Quality Scoring activitiesMaintain long term document control and electronic reporting for all applicable tasksTake a people first approach to offer direct support to the CWB branch network, to enable them to deliver a best in class customer experience.Regularly review Service Level Agreements targets in collaboration with individual leader to ensure client needs are met.Recognizing gaps in standard operating procedures, provide recommendations for improvements and assist with documentation to drive consistent and predictable daily outcomes, and strong data integrityIdentifying and escalate issues related to policy, procedures, or specific branch or client situationsActively participate as a subject matter expert and contributor in projects and initiatives within area of expertise, meeting time frames as established / assigned by leadershipProvide support to the Banking Support team to help problem solve and provide solutions to resolve outstanding items / issuesAssist leaders with cross training and provide coverage during team member absenceWho we're looking for & what you've done
Organization and time management, Efficient & effective, Team player, Problem solver, Attention to detail
Ability to quickly learn and apply knowledge to daily tasksExcellent verbal and written communication skills and the ability to interact professionally with a diverse group of stakeholders.Client-focused with strong working knowledge of retail banking policies and procedures.Risk focused with good working knowledge of retail banking policies, procedures, laws, rules, regulations, and compliance requirements.Aptitude with technology, with an ability to quickly learn new technology and tools.Very good understanding of CWB Group's policy and procedures, products and servicesStrong work ethic and positive team attitudeRequires minimal supervisionAdvanced organizational skills with the ability to prioritize and multi-taskFoundational knowledge and experience to grow from
High School Diploma requiredPost Secondary Education in Business, Finance or a related field is an assetMinimum 2 years of experience, preferably in operations within banking and centralized or support centreExperience working within the financial sector is an asset.Aptitude to continuously improve processesProficient in T24 (Banking System)Intermediate to advanced skills and experience with Microsoft Office applications, specifically Word, Excel and TeamsWhy 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 2024 as one of Canada's top 50 Best Workplaces & member of Waterstone Human Capital's Most Admired Corporate Cultures TM Hall of Fame." "
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.""
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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 :
Position closes at 12 : 01am on the close date identified below.12 / 12 / 2024
