Banking Support Officer - Edmonton, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Edmonton, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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

Roles Specifications

Location:
Edmonton, AB

Term Role : 18 Months

Everyday flexibility. Hybrid work environments. Collaborative connections.

CWB Bank

Put a new _spin _on your banking career

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

We are looking for change makers. Process enthusiasts. Future leaders. Performance focused go-getters who are looking to accelerate their careers. Our Centralized Operations Group in Banking Support is a team that thrives on idea-sharing, collaboration, respect, caring, and camaraderie. Our Banking Support team is growing, and we have multiple roles to fill

In the role of a Banking Support Officer, you will administer the processing of any transactions that support our branch network.

This includes activities related to payments, deposits, cash management products, registered products, and estates. Trust us - it's more exciting than that just made it sound. There is no better training ground for a career in Finance.

What you'll be doing

Financial transactions. Executing financial transaction activities related to registered products (RRSP, RRIF, TFSA), payments (wires, EFTs, cheques, bill payments, etc.), deposits (remote deposit capture, NDDS, etc.), cash management products (CAFT, Business Online Banking, Online Wires, Business Visa, Corporate RDC), and Estate's administration.
Risk. Work with high risk and high client impact processes, including large dollar transactions, and transactions with tax implications for clients.
Documentation. Maintenance of longterm document control and electronic reporting for all applicable tasks.
Operations optimization. Proactively address potential procedure enhancements and best practices, sharing with management and peers.
Privacy. Ensure that the confidentiality of the Bank and its customers in maintained by routinely securing all documentation during nonbusiness hours and is aware of and adheres to employee code of conduct.
Collaboration. Provide direct support to the
CWB branch network, to enable them to deliver a "best in class" customer experience.
Performance measures. Regularly review SLA targets in collaboration with individual leader to ensure client needs are met.

Who we're looking for & what you've done

Life Learner

Thirst for knowledge & understanding underpins all that you do. You are curious by nature and love solving puzzles.

Life Experience

Numbers bring you joy. You find comfort in knowing that every math problem has a right answer.
Basic finance. You hold a bank account & know how it works. Money in, money Customer service is a real thing and it gets results when done right. You've gained some experience in this space, and you know the difference between good service & bad service. You know the difference in how it feels.
Hard work? No problem. You are happy to roll up the sleeves to get the job done and you've been known to have fun doing it too. Especially when hard work is recognized and rewarded.
Life is journey and along the way, you've learned how to do things better, faster, and smarter. You know what to prioritize to get things done and what tasks are just unnecessary steps. You have a system, and it works.
Communication is key. You can convey messages & communicate clearly and professionally.
Tech Savvy. You've held a device in your hand since preschool. You learn, understand, and adapt to new technology and software with ease.

Get hired. Work hard & perform. Grow. Get recognized. Repeat.

Raise your hand. Go above and beyond, get involved in projects, identify potential efficiencies, and dig deeper into the details. Make an impact.
Pay attention to the details. Minimize risk, by ensuring compliance with policies and regulatory requirements in all areas of banking and operations.
Provide the wow. We are obsessed with our clients' success and a commitment to providing unrivaled client experience. Perform & deliver results consistently.

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 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterston Human Capital's Most Admired Corporate Culture 202- Wellness matters_.

We offer an award-winning benefits package that includes: