Senior Banking Customer Service & Sales Specialist

Job title:

Senior Banking Customer Service & Sales Specialist

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 holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up – as individuals and as a team – to accomplish our strategy.

CWB is a bank built for business owners

Canadian 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.

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.

Why work with us?

Winners of Canada’s Most Admired Corporate Culture 2021 &

Recognized as one of 50 Best Workplaces in Canada by Great Place to Work® 2022 & Best Workplaces for Mental Wellness in Canada 2021

Values driven people first benefits

At CWB, we know your life, downtime, family, adventure, recovery, and future are an important part of you. They’re important to CWB too. That’s why our benefits take care of your whole life, family included.

Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, 100% company-funded health coverage, health care spending account, a flexible wellness program & generous time-away options to unplug, rest & recover. 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 a community within the CWB family in our employee represented groups. Career development. We invest in our employees’ development to help them reach their professional goals with organization wide Coaching services. Strategic career design is an investment in our core asset – our people. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for “in the moment” and monumental wins. Community giving. Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can’t work forever! So, we’ve got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner! Find your “why” at .

Be proud of where you work. Join CWB. Apply today.

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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:

• Position closes at 12:01am on the close date identified below. 02/12/2024

Expected salary

Location

Vancouver, BC

Job date

Wed, 31 Jan 2024 07:48:07 GMT

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