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Personal Banking Officer Full-time Job

CWB Financial Group

Banking   Lethbridge
Job Details

Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long-lasting, and genuine relationships with CWB clients. The Banking Officer will provide knowledge, courteous & efficient delivery of CWBs’ products & services (opening of accounts, sale of retirement and investment products, completion of personal lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.


Areas of focus 
Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting

 

 

  • Applying your administrative expertise and testing your accuracy while initiating large volumes of personal banking products, handling document control and inputting data.

  • Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.

  • Using customer insights to drive and guide your prioritization and handling of critical, timely documentation and report production.

  • Exercising your financial smarts – helping clients understand banking products in a way that promotes client engagement 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.

 

 

Know-how & motivation

 

 


You’ve spent 3 years in a banking environment or have equivalent experience, have a strong understanding of banking products & services, and genuinely want to learn & grow your financial career.

 

 

 

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:
•    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. 


#LI-AL1

IND-AL

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.

01/18/2025

Personal Banking Officer

CWB Financial Group
Lethbridge
  Banking Full-time
Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long-lasting, and genuine relationships with CWB clients. The Banking Officer will provide...
Learn More
Jan 2nd, 2025 at 15:07

Personal Banking Officer Full-time Job

CWB Financial Group

Banking   Lethbridge
Job Details

Everyday flexibility. Collaborative Connections

 

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

Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long-lasting, and genuine relationships with CWB clients. The Banking Officer will provide knowledge, courteous & efficient delivery of CWBs’ products & services (opening of accounts, sale of retirement and investment products, completion of personal lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.

 

Areas of focus

Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting

  • Applying your administrative expertise and testing your accuracy while initiating large volumes of personal banking products, handling document control and inputting data.

  • Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.

  • Using customer insights to drive and guide your prioritization and handling of critical, timely documentation and report production.

  • Exercising your financial smarts – helping clients understand banking products in a way that promotes client engagement 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.

 

Know-how & motivation

You’ve spent 3 years in a banking environment or have equivalent experience, have a strong understanding of banking products & services, and genuinely want to learn & grow your financial career.

 

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 Waterstone Human Capital’s Most Admired Corporate Culture 2023.  

Wellness matters. 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  

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.  

 

Closing Date:

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

06/24/2024

Personal Banking Officer

CWB Financial Group
Lethbridge
  Banking Full-time
Everyday flexibility. Collaborative Connections   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...
Learn More
Jun 17th, 2024 at 12:52

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