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.

Role Specifications

Everyday flexibility. On-site requirements. Collaborative connections.

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.

The opportunity

The primary focus of the 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.

Areas of focus

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\xe2\x80\x99s brand promise. Provide full-service solutions for clients with the view to be every client\xe2\x80\x99s 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 \xe2\x80\x93 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\xe2\x80\x99s success.

Spreading positive vibes and collaborating with a team you\xe2\x80\x99re proud to be a part of.

Know how & motivations

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?

Winners of Canada\xe2\x80\x99s Most Admired Corporate Culture 2021 &

Recognized as one of 50 Best Workplaces in Canada by Great Place to Work\xc2\xae 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\xe2\x80\x99re important to CWB too. That\xe2\x80\x99s 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\xe2\x80\x99 development to help them reach their professional goals with organization wide Coaching services. Strategic career design is an investment in our core asset \xe2\x80\x93 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 \xe2\x80\x9cin the moment\xe2\x80\x9d 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\xe2\x80\x99t work forever! So, we\xe2\x80\x99ve got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner! Find your \xe2\x80\x9cwhy\xe2\x80\x9d at cwbcareers.com.

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

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. 08/3/2023

Canadian Western Bank