Personal Banking Officer - St. Albert, Canada - CWB Financial Group
Description
AtCWB
, 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:
St. Albert 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 usThe opportunity
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.
Customer Service. Sales. Financial knowledge sharing. Process & operations.
Reporting 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 success is our obsession And our award-winning culture & benefits back it up.
Proudly recognized by Great Place to Work in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterstone Human Capital's Most Admired Corporate Culture 202- 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.
- 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.
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.
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