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Banking Customer Service & Sales Representative

Banking Customer Service & Sales Representative

CWBKelowna, BC, Canada
5 days ago
Job type
  • Full-time
Job description

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

The opportunity

The primary focus of the Banking Customer Service and Sales 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.

What you'll be doing

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.

    • Who we're looking for & what you've done

    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 2024 as one of Canada's top 50 Best Workplaces & member of Waterstone Human Capital's Most Admired Corporate CulturesTM Hall of Fame.

    Wellness matters . We offer an award-winning benefits package that includes :

  • 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.

    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 / 20 / 2024