Banking Customer Service & Sales Representative

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’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.

• 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 & 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?

If you’re tired of being just another cog in the wheel, this is your chance to make your mark at CWB.
Values. Culture. People. Growth. Opportunity. Our benefits are just the cherry on top.

Wellness matters. We offer an award-winning benefits package that includes:

• Hybrid work environments

• Everyday flexibility

• Company-funded health coverage with a health care spending account

• 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.

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