At CWB , a subsidiary of National Bank, we striv e 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
Personal Banking Officer Roles Specifications Location | Lethbridge, AB (Onsite) Regular, Full-time CWB Bank Where talent thrives and careers soar. Live your ambitions. CWB, a subsidiary of National Bank, is on a mission to be a full-service bank for business owners in Canada. Through partnership, agility, and empowerment our teams are rooted in hard work and proactive thinking, providing the tools, services and expertise our clients rely on.
Ready to take your banking career to the next level? Join us and experience a workplace where your skills, drive, and innovation can truly shine.
Joining our team means being part of a leader in equipment leasing, where you'll have the chance to work with a diverse range of clients, tackle unique business challenges, and deliver impactful solutions. If you're ready to take on exciting projects, build lasting relationships, and grow your career in a dynamic, customer-focused environment, this is the perfect place for you.
Apply now and make a real difference in the success of businesses across Canada! Your role Acting 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 personal lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.
Requirements You've spent 3 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.
Skills Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting - Applying 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.
Know-how & motivation - You've spent 3 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.
Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Health and wellness program, including many options
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family."
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people."" Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us,"and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees."
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!
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.
02/15/2025