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CWB Financial Group, a subsidiary of National Bank, is a diversified financial services organization offering business and personal banking, equipment financing, leasing, trust, and wealth management across Canada. If you're interested in a sales, support, or leadership role with an award-winning company, we have a rewarding opportunity for you.

2 Jobs Found

Banking Customer Service & Sales Representative Full-time Job

CWB Financial Group

Customer Service   Prince George
Job Details

The primary focus of the Banking Customer Service 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.

  • 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.

 

Requirements

  • 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!

 

Languages

  • Fluency in English (written and oral fluency).

 

Skills

  • 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.

 

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. 

 

* Health and wellness program, including many options

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic 

 

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

 

Closing Date:

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

02/28/2025

Banking Customer Service & Sales Representative

CWB Financial Group
Prince George
  Customer Service Full-time
The primary focus of the Banking Customer Service Representative is to provide exceptional customer service and be responsible to open products and services for new and existing cl...
Learn More
Feb 21st, 2025 at 13:59

Administrative Coordinator Full-time Job

CWB Financial Group

Administrative Jobs   Winnipeg
Job Details

Looking for a great place to work? Are you interested in joining one of Canada’s top employers? Do you like to work hard and have fun? Are you looking for a role that includes variety? Do you enjoy interacting with people and building relationships? If you answered “Yes”, then keep on reading as we may have the perfect position for you!

 

Whether you’re an administrative professional with experience in the insurance or financial services industry, or a recent graduate with a few years’ experience in a client service environment, it’s your attention to detail, strong organizational skills and warm personality that make you a great fit for this position.

               

The ability to meet tight timelines while delivering quality service is a must! For more information about our Administration team.

 

Insurance

  • Verify assets are insured and registered as per requirements

  • Review and process external policies to ensure coverage as per requirements

  • Follow up with insurance agents and lessees to obtain insurance renewal policies in a timely manner upon expiry of insurance policies

  • Follow up with insurance agents and lessees to obtain corrections to insurance policies that do not meet lease requirements

  • Review insurance cancellations and contact customer and/or insurance agent to follow up for new policy

  • Escalate insufficient insurance coverage issues to Collections following appropriate procedures

  • Collect Confirmation of insurance on assets ineligible for Loss Damage Waiver program

  • Maintain Loss Damage Waiver program on eligible leases, starting, removing or restarting program as applicable

  • throughout the life of a lease

  • Quote Loss Damage Waiver Fees & Implement early start of Loss Damage Waiver Fees on requests

  • Process insurance letters, including LDW start and restart letters, insufficient insurance notices and final notices as required

  • Coordinate refunds to customers where applicable and apply Loss Damage Waiver credits to appropriate billings

  • Prepare Power of Attorney documents for vehicle registrations upon Customer request, understanding all provincial nuances

  • Respond to customer inquiries

 

PPSA Registrations and Discharges

  • Register leases accurately following the legislative requirements for the province and equipment type

  • Ensure registrations are completed within PMSI timeframes to secure priority interest in leased equipment

  • Understand provincial nuances regarding registration rules and adhere to all provincial standards to ensure accurate

  • registrations are obtained

  • Conduct pre-registrations according to policy

  • Process amendments of registrations

  • Process discharges of registrations following policy and procedure and provide proof of discharge upon request to customers.

 

Document Acceptance

  • Process Acceptance and retention of original documents

  • Review Contracts and verify acceptability as originals as per policies such as

  • Confirming legibility of the contract

  • Reviewing signature and title fields for completion

  • Confirm presence of all required attachments with appropriate version number

  • Complete contract acceptance by stamping contract as Original, complete the start date, the funded date and initial the contract on behalf of CWB National Leasing

  • Review and assess contract eligibility for securitization purposes and flag eligibility in Felix

 

Administration

  • Understanding Business Origination Policy Manual policies as they pertain to Documentation, PPSA & Insurance

  • Perform as a team member and ensure collaboration.

  • Improve processes within the Administration Department

 

Successful incumbent

  • About 2 years previous experience in Administration, Customer Service or Insurance

 

Languages

  • Fluent in English, (written and verbal)

  • French would be considered an asset.

 

Skills

Customer centric attitude. Agile. Active listener. Dependable.  

  • Strong attention to detail and accuracy

  • Ability to maintain a high level of confidentiality

  • Proven interpersonal and communication skills

  • Ability to resolve customer inquiries and concerns quickly with empathy and professionalism

  • Effective organizational skills with a proven ability to prioritize

  • Intermediate in MS Office and the ability to quickly learn other applications and programs

 

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. 

 

* Health and wellness program, including many options

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic 

 

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

 

Closing Date:

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

02/28/2025

Administrative Coordinator

CWB Financial Group
Winnipeg
  Administrative Jobs Full-time
Looking for a great place to work? Are you interested in joining one of Canada’s top employers? Do you like to work hard and have fun? Are you looking for a role that includes vari...
Learn More
Feb 21st, 2025 at 13:57