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
Banking Customer Service & Sales Specialist
Role Specifications
Location: Surrey - Panorama Banking Centre
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 Representative is to provide outstanding 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.
Areas of focus
Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting Deliver outstanding customer experiences at every interaction and complete 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. Redefining their banking experience into something memorable, exciting 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 insight - helping clients understand banking products in a way that promotes passion and true comprehension.
Learning and growing 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
Some post-secondary classes and ideally one 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: 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.
#LI-JL1
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.
12/2/2024