Personal Banking Officer Full-time Job

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. 

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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

CWB Financial Group is a diversified financial services organization providing specialized service in banking, trust and wealth management. Since 1984, we've grown from a single branch operating in Edmonton, Alberta, to a western-based, federally regulated financial institution with a national presence.