Canadian Western Bank
Job title:
Sr Personal Banking Officer
Company
Canadian Western Bank
Job description
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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsEveryday flexibility. On-site requirements. Collaborative connections.Location: Calgary, AB – Chinook Banking CentrePut a new spin on your banking careerCanadian 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, united as one.The opportunityActing as a strategic partner to Account Managers to build, grow and maintain profitable, long-lasting, and genuine relationships with CWB clients. The Banking Officer will provide knowledge, courteous & efficient delivery of CWBs’ products & services (opening of accounts, sale of retirement and investment products, completion of retail lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.Day-to-day activitiesCustomer Service. Sales. Financial knowledge sharing. Process & operations. ReportingApplying your administrative expertise and testing your accuracy while initiating large volumes of personal banking products, handling document control and inputting data.Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.Using customer insights to drive and guide your prioritization and handling of critical, timely documentation and report production.Exercising your financial smarts – helping clients understand banking products in a way that promotes client engagement 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 furtherPeople 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.Foundational knowledge and experience to grow fromYou’ve spent 4 years in a banking environment or have equivalent experience, have a strong understanding of banking products & services and genuinely want to learn & grow your financial career.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.Wellness matters. We offer an award-winning benefits package that includes:Hybrid work environmentsEveryday flexibilityGenerous company-funded health coverageHealth care spending accountA flexible wellness programgenerous time-away options to unplug, rest & recoverCareer development. We commit to our employees’ development and help them reach their professional goals with:Organization wide coaching servicesMentorshipEducation support & training programsBring 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-SA1IND-SAAs 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:
- Position closes at 12:01am on the close date identified below. 08/8/2024
Expected salary
Location
Chinook, AB – Calgary, AB
Job date
Sat, 27 Jul 2024 01:16:04 GMT
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