Banking Customer Service & Sales Representative

CWB Financial Group
CA - Saskatchewan - saskatoon
June 27, 2024

Banking Customer Service & Sales Representative page is loaded

Banking Customer Service & Sales Representative Apply locations Saskatoon, SK - Saskatoon North Landing Banking Centre time type Full time posted on Posted 2 Days Ago job requisition id R7944

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

Role Specifications

Location: Saskatoon North Landing Banking Centre

The opportunity

The primary focus of the Banking Customer Service & Sales 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. 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.

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 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.

Foundational knowledge and experience to grow from

Some post-secondary classes and ideally 1 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

IND- ON

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:

* P osition closes at 12:01am on the close date identified below.

07/2/2024 About Us

CWB Financial Group is a diversified financial services organization providing specialized service in business and personal banking, equipment financing and leasing, trust and wealth management across Canada. With more than 2,500 employees in companies with offices and branches across the country, we're helping our clients manage their money, grow their business and realize their financial potential. If you're interested in sales, support or leadership role with a growing, award-winning organization, chances are we have a challenging and rewarding opportunity of interest to you.

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Read the full job description and apply online on the recuiter's web-site

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