2 Jobs Found
Banking Support Officer Full-time Job
Banking EdmontonJob Details
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. Our Banking Support team is growing, and we have multiple roles to fill!
In the role of a Banking Support Officer, you will administer the processing of any transactions that support deposit and branch network. This includes activities related to payments, deposits, cash management products, registered products. 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’ll be doing
- 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.), broker deposit administration, 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.
Who we’re looking for & what you’ve done
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 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 professionally.
- Tech Savvy.You’ve held a device in your hand since pre-school. You learn, understand, and adapt to new technology and software with ease.
Get hired. Work hard & perform. Grow. Get recognized. Repeat.
- Raise your hand. Go above and beyond, get involved in projects, identify potential efficiencies, and dig deeper into the details. Make an impact.
- Pay attention to the details. Minimize risk, by ensuring compliance with policies and regulatory requirements in all areas of banking and operations.
- Provide the wow. We are obsessed with our clients' success and a commitment to providing unrivaled client experience. Perform & deliver results consistently.
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 Waterston Human Capital’s Most Admired Corporate Cultures Hall of Fame.
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.
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.
12/21/2024
Banking Support Officer
Royal Bank Of Canada
Edmonton - 10.46kmBanking Full-time
Learn More
Private Banker Full-time Job
Banking EdmontonJob Details
The Private Banker will proactively develop, lead, retain and grow full-service relationships with high-net worth clients and prospects. This role is a key part of our commercial banking team reporting directly into the Deputy Manager & Commercial Banking Lead and works collaboratively with CWB Wealth to develop and implement a united client acquisition and management strategy while maintaining adherence to the banks' risk appetite. We are looking for an individual to support the design, development and delivery of solutions that meet the client’s sophisticated personalized needs.
Areas of focus
Relationship Building
-
Responsible for driving a highly personalized, flawless, “concierge-like” experience for new and existing high net worth business clients through full-service solutions and services.
-
Responsible for developing and improving/rapidly growing existing client relationships.
-
Provides proactive advice to high net worth clients and their families and work alongside other advisors (CWB Wealth, Accountants, Lawyers, etc) to build and complete a comprehensive financial plan.
-
Cultivates an active network of Centre of Influence (COI) to generate referral business.
-
Lead a client portfolio of over 20MM in assets and lending with CWB Financial Group.
Business Development
-
Creation, initiation, and execution of a high-level Business Development strategy focused on growing Personal Banking solutions to high-net-worth business owner clients and prospects.
-
Responsible for proactive sourcing and management of new business opportunities including finding opportunities for integration with other CWB (Canadian Western Bank) business divisions, specifically Commercial and Wealth Management.
-
Ensure regular banking centre activities with the Commercial Relationship Managers, by referrals or joint client meetings, to find opportunities with clients including a comprehensive suite of personal products and services for the principals of the businesses, their families, and their employees.
-
Proactively solicit and identify deposit and referral opportunities from prospects and clients across Personal, Commercial and Cash Management clients ensuring suitable products for clients and appropriate pricing.
-
Work closely with the Private Wealth Specialist team to make qualified referrals and jointly meet with clients.
-
Analyze, prepare, recommend credit requests working with Credit Support, ensuring applications exhibit quality risk assessment and analysis as well as appropriate pricing.
-
Ensure regular banking centre activities are consistently followed to ensure effective client contact is maintained to build relationships and identify client needs, as well as to probe/listen for new growth opportunities.
-
Participate in business development activities outside of CWB to generate business and improve CWB’s image with clients, the industry, and the community.
-
Ensure the safety of the Bank’s funds through accurate loan portfolio management focusing on loan quality, exposure limits, and security requirements.
Core knowledge requirements
Education
-
Diploma/Degree in related field and PFP or commitment to acquire a PFP designation within [36] months is required.
Professional Experience
-
Minimum 5+ years banking experience and a comprehensive understanding of all aspects of retail lending.
-
Exposure to commercial banking.
-
Tried experience in business generation activities specific to marketing, sales and relationship management.
-
Former Private Banking experience.
Relevant “can do” experience
-
Deep knowledge of all banking products & services for both personal and business clients.
-
Strong interpersonal and organizational skills.
-
Strong ability to resolve conflict and objection handling skills.
-
Ability to communicate effectively using the tools vital, engaging the audience to ensure the message is delivered and understood, crafting a positive first impression with confidence and respect.
-
Change Ambassador.
-
Natural relationship builder, thoughtful, respectful, and professional.
-
Strong attention to detail.
Go further. Ignite your career. Apply now.
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 Waterston 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
#LI-NB1
IND-NB
Closing Date:
* Position closes at 12:01am on the close date identified below.
08/26/2024
Private Banker
CWB Financial Group
Edmonton - 10.46kmBanking Full-time
Learn More
