Banking Support Officer - Edmonton, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Edmonton, Canada

2 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 holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

CWB Financial Group (
CWB) is on a mission to become the
_best full-service bank_ for business owners in Canada.

Everyday flexibility. Flexible work arrangements. Hybrid work environments.

It's a new world, and we are learning to embrace it. Work and life have been connected in new & different ways - for our clients & their businesses too. So, at
CWB we've been changing the way we work. In fact, we're still changing. We're still learning.

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.

_And we do it together - united, as one
CWB.

_We are firmly committed to the responsible creation of value for all our stakeholders and our approach to sustainability will support our continued success.

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.

_And we are building momentum_.

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.

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 will learn and engage in- 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 long-term 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 non-business 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.

What you bring with you

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 out.- 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 prof