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    Customer Service Representative - Edmonton, Canada - CWB Financial Group

    CWB Financial Group
    CWB Financial Group Edmonton, Canada

    1 week ago

    Default job background
    Full time
    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:

  • 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

    12 Month Term

    Everyday flexibility. In-Office Work Environment.

    CWB Optimum Mortgage. Sensible Lending solutions. Great personal service.

    2022 Employer of Choice awarded by CMA Canadian Mortgage Awards.

    Make home ownership a reality with alternative mortgage options tailored to self-employed and non-traditional borrowers. No day is ever the same in mortgage solutions. Whether it's providing flexible alternative solutions, stellar service support, consultation sessions or mortgage advice, we're there every step of the way for our clients to ensure they reach their goals.

    The opportunity

    The primary focus of the Customer Service Officer is to be the first point of contact for all Optimum Mortgage clients and partners by telephone or email. This role is primarily focused on professionally answering all inbound phone calls, providing 1st call resolution on as many inquiries as possible, and/or directing client inquiries to the other departments as required.

    We are looking for someone who can think on their feet, who like to learn new things, and can learn quickly. In our ever-changing environment, they know how to be flexible and adapt.

    The day-to-day

    Customer Service. Communication. Administration. Collaboration.

  • Provide a high level of customer service that consistently exceeds expectations by asking open ended discovery questions to ensure all our client's financial needs are being met
  • Ensure a high level of quality is delivered to all Optimum clients through the accurate completion of all Customer Service inquiries and operational activities.
  • Act as a one touch solution for client inquiries or concerns and direct clients to the appropriate team member for further assistance when required based on standard operating procedures.
  • Manage a central email address and route email inquiries as per standard operating procedures.
  • Contribute to the achievement of branch targets and goals by diligently following bank procedures and processes in an accurate, well organized, and efficient manner.
  • Inspire trust by being open, honest, and direct in communication, meeting commitments and behaving ethically in all dealings.
  • Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel.
  • Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment.

    • Foundational knowledge and experience to grow from

  • Some post-secondary education, or equivalent experience.
  • One or more years of providing great customer service.
  • One or more years of administration work, preferably with some exposure to mortgage administration.
  • Solid knowledge of MS Word and Excel.

    • Skills and competencies that will take you further

  • Excellent communicator, organizer, and problem solver
  • Results-driven and deadline-driven, especially in a high volume, fast-paced team environment.
  • Highly motivated to ensure accuracy in all things.
  • Highly flexible, with interpersonal skills you pride yourself on.

    • Renew your career with an Employer of Choice. Apply today.

    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 Cultures TM Hall of Fame.

    . 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

    • We commit to our employees' development and help them reach their professional goals with:

  • Organization wide coaching services
  • Mentorship
  • Education support & training programs

    • 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.

    Optimize your career with CWB Optimum Mortgage. Apply today.

    #LI-JA1

    IND-JA

    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.

    06/24/2024
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