Personal Banking Officer

CWB
CA - Alberta - coaldale
January 3, 2025

At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors.
We do this by:
Putting people first and building relationships with intention
Seeking out and embracing new ideas
Believing that how we do things is as important as what we do
Personal Banking Officer - Lethbridge, AB.
Roles Specifications
Location | Lethbridge, AB.
Regular Full-Time, Onsite
CWB Bank
CWB is a bank built for business owners
Put a new spin on your banking career
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 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

Read the full job description and apply online on the recuiter's web-site

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