2 Jobs Found
Banking Customer Service & Sales Representative Full-time Job
Customer Service KelownaJob Details
Location | Kelowna, BC.
Everyday flexibility. On-site requirements. Collaborative connections
Note: The external title has been changed to align with industry standards. The internal job title will be: “Sales & Service Representative”
CWB Bank
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 us.
The opportunity
The primary focus of the Banking Customer Service and Sales 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.
What you’ll be doing
Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting
- 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.
Who we’re looking for & what you’ve done
Capabilities that will take you further
- 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.
Foundational knowledge and experience to grow from
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!
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 CulturesTM Hall of Fame.
Wellness matters. We offer an award-winning benefits package that includes:
- 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. We commit to our employees’ development and help them reach their professional goals with:
- 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.
12/20/2024
Banking Customer Service & Sales Representative
CWB Financial Group
Kelowna - 45.06kmCustomer Service Full-time
Learn More
Customer Experience Associate Full-time Job
Customer Service KelownaJob Details
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:
- Taking a proactive approach to discovering our customer’s needs and listening to understand what they are asking for
- Processing day to day transactions
- Nurturing rich, long-standing relationships
- Contributing to the Branch’s targets by identifying and fulfilling simple sales opportunities
- Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs
Is this role right for you? In this role you will:
- Build strong customer relationships and deliver excellent customer service
- Uncover and solve customers’ needs
- Explain complicated concepts simply
- Demonstrate success in a target-based performance environment, as well as contribute positively to a team-oriented work environment
- Demonstrate an eagerness to learn and determination to succeed
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you:
- Have proven customer service skills through work or community involvement
- Are willing to assist in a professional, friendly and efficient manner
- Are available to work a flexible schedule
- Are comfortable in simple sales situations
- Have strong technical skills and the ability to promote digital and self-service banking options to our customers
What’s in it for you?
- The opportunity to join a forward-thinking organization surrounded by a collaborative team of innovative thinkers
- A rewarding career path with diverse opportunities for professional development
- Internal training to support your career growth and enhance your skills
- An organization committed to making a difference in our communities – for you and our customers
- You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
- A competitive compensation and benefits package
Customer Experience Associate
Scotiabank
Kelowna - 45.06kmCustomer Service Full-time
Learn More
