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CWB Financial Group is a diversified financial services organization providing specialized service in business and personal banking, equipment financing and leasing, trust and wealth management across Canada. With more than 2,500 employees in companies with offices and branches across the country, we're helping our clients manage their money, grow their business and realize their financial potential. If you're interested in sales, support or leadership role with a growing, award-winning organization, chances are we have a challenging and rewarding opportunity of interest to you.

4 Jobs Found

Banking Customer Service & Sales Specialist Full-time Job

CWB Financial Group

Customer Service   Surrey
Job Details

The primary focus of the Banking Customer Service Representative is to provide outstanding 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.

 

Areas of focus

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

  • Deliver outstanding customer experiences at every interaction and complete 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. Redefining their banking experience into something memorable, exciting 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 insight – helping clients understand banking products in a way that promotes passion and true comprehension.

  • Learning and growing 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

Some post-secondary classes and ideally one 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: 

  • 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.  

 

#LI-JL1

 

 

Closing Date:

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

12/2/2024

Banking Customer Service & Sales Specialist

CWB Financial Group
Surrey
  Customer Service Full-time
The primary focus of the Banking Customer Service Representative is to provide outstanding customer service and be responsible to open products and services for new and existing cl...
Learn More
Nov 27th, 2024 at 14:20

Collections Officer, Bilingual Full-time Job

CWB Financial Group

Administrative Jobs   Winnipeg
Job Details

The opportunity

Our Contract Administration Department is an integral part of our business and is accountable for providing critical core business/technical knowledge, problem resolution expertise and support throughout the life cycle of CWB National Leasing customer agreements.

 

Our Bilingual Collections Officers are the face and voice of CWB National leasing providing our “Customer First” approach to collections and negotiate equitable solutions to achieve the best possible outcome for both parties.

 

The day-to-day

  • Respond to customer inquiries and concerns

  • Secure payments in a professional, equitable and timely manner

  • Work in partnership with clients to resolve disputes and negotiate best possible solutions

  • Exercise discretion and respect the confidentiality of all customer and vendor transactions

  • Manage customer files / make decisions with respect to file acceleration (next steps i.e. repossession, write off, legal action)

 

Foundational knowledge and experience to grow from

  • Fluently bilingual (French and English).

  • Minimum 2 years’ experience in: Administration or Client Services within Banking, Financial Services, Credit or Collections.

  • Ability to accurately set up and clearly document payment arrangements.

  • Capability to think proactively and resolve problems logically and efficiently.

  • Keen attention to detail with proven experience maintaining accurate documentation.

  • Ability to maintain a high level of confidentiality and thrive in a rapidly changing environment.

  • Intermediate in MS Office and the ability to quickly learn other applications and programs.

  • Working knowledge of compliance laws pertaining to Collections would be considered a strong asset.

 

Skills and competencies that will take you further

  • Tech savvy. You love learning new software and strive to always make the best use of the tools you are given.

  • Innovative thinker. You take pride in your strong detail orientation, but you can also strategize, and problem solve with the best of the best.

  • Collaborative team player. You are a great teammate and see the value in working together to achieve common goals and strategic initiatives.

 

Put your career in drive with CWB National Leasing. Apply today.

 

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up. 
 
Wellness matters. We offer an award-winning benefits package that includes:

  • hybrid work environments

  • everyday flexibility

  • 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.

Collections Officer, Bilingual

CWB Financial Group
Winnipeg
  Administrative Jobs Full-time
The opportunity Our Contract Administration Department is an integral part of our business and is accountable for providing critical core business/technical knowledge, problem res...
Learn More
Nov 22nd, 2024 at 10:13

Customer Service Representative, Bilingual Full-time Job

CWB Financial Group

Customer Service   Winnipeg
Job Details

Role Specifications

Hybrid work environments with onsite requirements.

 

Flexible location: Winnipeg, MB. Edmonton, AB.

Working Hours: Monday to Friday, 37.5 hours/week.

 

CWB National Leasing. Equipping your business for growth. 

CWB National Leasing is Canada's largest and longest-standing equipment leasing & financing company – supports equipment dealers secure hassle-free financing solutions & secure equipment with a full range of financing in agriculture, construction, transportation, forestry, health care, commercial, and golf and turf equipment industries across Canada!

 

The opportunity

Our Bilingual Customer Service Representatives are the face and voice of CWB National leasing providing internal and external customers service and solutions. Whether connecting over the phone, virtually 2D screen-to-screen or via email, our customer service team oversees any updates or changes to and contact information.


The day-to-day

Customer service. Lease administration. Process optimization.

  • Execute exceptional customer service. Effectively and efficiently respond or resolve all customer inquiries and concerns in a professional and respectful manner. Manage visitors and telephone calls with a sense of urgency. Exercise discretion and respect the confidentiality of all customer and vendor transactions.

  • Perform complex lease processes . Enter credit applications, process information or documentation requests, verify lease information and generate and distribute lease documents as required. Adjust customer accounts while following policies and guidelines.

  • Administer customer files. Update and process name changes, new lessees, address changes, banking information, etc. as requested by customers.

  • Process optimization. Review all customer inquiries and cancellations for learnings and future optimization of internal processes. Identify opportunities to enhance internal processes, products, and services. Collaborate with customer service team to deliver best in class service.

 

Foundational knowledge and experience to grow from

You are fluently bilingual (French & English) and possess a high-school diploma with 1+ years of experience in customer service or office administration. Any financial work experience or knowledge is considered an asset!

 

Skills and competencies that will take you further

Service oriented. Administratively efficient.

  • Customer focused: Deliver outstanding client 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.

  • Adaptable: Are comfortable working in a high-volume, fast paced setting where you are required to identify and respond to changes quickly, addressing customer inquiries or concerns.

  • Administratively efficient . Respectful of information and data, you are accurate and thorough in your approach, execution & follow up.

  • Confident & assertive. Sound in your knowledge, you deliver communication with tact & diplomacy.

  • Organization and time management . You have the knack to effectively manage several priorities simultaneously.

  • Optimizer: Commitment to working and contributing to continuous improvement of internal processes.

  • Technically efficient. You are comfortable with Microsoft Office Suite of products and are adaptable to learning new software as needed.

  • Team player. You work well with colleagues while striving to meet personal goals.

 

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up.  
 
Wellness matters. We offer an award-winning benefits package that includes:

  • hybrid work environments

  • everyday flexibility

  • 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 achieve their professional goals with:

  • organization wide coaching services

  • mentoring

  • 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.

Customer Service Representative, Bilingual

CWB Financial Group
Winnipeg
  Customer Service Full-time
Role Specifications Hybrid work environments with onsite requirements.   Flexible location: Winnipeg, MB. Edmonton, AB. Working Hours: Monday to Friday, 37.5 hours/week.   CWB Nati...
Learn More
Nov 19th, 2024 at 13:40

Administrative receptionist Full-time Job

CWB Financial Group

Administrative Jobs   Montréal
Job Details

The opportunity

The Administrative Assistant provides professional bilingual administrative & reception support to our Montreal Wealth Management team. This key role contributes to a positive and supportive team environment while providing excellent service to our financial professionals and clients. A high level of confidentiality and proactivity is expected.

 

The day-to-day

  • Administrative support. Filling , photocopying, maintain archive records (MS Excel and scanning document.

  • Internal Committees. Participate in various committees and play an important role in supporting overall team engagement.

  • Customer support. Maintain Financial Planning and Tax filing systems: create and file new client files, remove and process inactive ones, ensure accessibility. Enter client file records (CFRs) in accounting software.

  • Financials. Coordinate billing for finance team. Gather payable for accounting team.

  • Scheduling. Schedule client meetings for the advisors as well as internal team meetings as required.

  • Office organization. Maintain office supplies inventory, marketing materials – prepare and assist in projects as required.

  • Correspondence.  Assist in the distribution of reports, newsletters, mass mailings, and all outgoing mail (including registered mail), couriers and incoming mail.

  • Reception. Perform all reception duties including answering phones and greeting clients.

 

The successful incumbent

Bilingual Professional Administrator. Relationship builder. Trusted. Respected. Agile.

  • Bilingual professional administrator. You are a proven administrator, bilingual in French & English (verbal & written) with 3 years experience. You are hardworking and confident in your abilities. You bring and portray a positive attitude at all times & a trusted go-to.

  • Relationship builder. Demonstrated ability to build and maintain relationships with management, staff, and clients to enhance professionalism and productivity.

  • Trusted. Demonstrate respect, maintains confidentiality, and honors commitments.

  • Respected. You will utilize strong interpersonal skills to engage people sensitively, tactfully, diplomatically, and professionally.

  • Agile. Highly flexible with strong interpersonal and communication skills, both written and verbal, that allow one to work effectively in a diverse environment.

  • Clear communicator. Clearly conveys information in French & English, engaging the audience to ensure the message is delivered and understood, creating a positive first impression with confidence and respect.

  • Reliable. As a highly regarded professional, your day will include multiple competing tasks. You will prioritize work and manage high volumes of information efficiently and accurately.

  • Technically efficient. You are proficient with Microsoft Office Suite of products and are adept at learning new software as needed.

 

Why work with us?

Values-driven, people-first benefits

Wellness matters. We offer an award-winning benefits package that includes a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a flexible wellness program & generous time-away options to unplug, rest & recover.

 

Pride in our people. We believe people are our best asset. Bring your whole self to work in an inclusive space where your perspective matters. Find a community within the CWB family in our Employee Represented Groups (ERGs) and develop your professional goals through our organization-wide coaching services.

 

Giving as we grow. We support our people and the communities they live in. Peer-to-peer recognition programs for day-to-day wins and milestones encourage a healthy spirit of professional growth. Other financial rewards include competitive base salary and pay-for-performance incentives, RRSP matching, and company ownership.

 

We also create opportunities for you to get involved in community fundraising initiatives, so you can give back to others. And under our ESG and sustainability-focused business model, you can feel proud of where you invest your talents.

 

Get ready to live your best life with a career at CWB Wealth. Apply today.

 

#LI-SA1

IND-SA

 

Closing Date:

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

12/3/2024

Administrative receptionist

CWB Financial Group
Montréal
  Administrative Jobs Full-time
The opportunity The Administrative Assistant provides professional bilingual administrative & reception support to our Montreal Wealth Management team. This key role contribute...
Learn More
Nov 19th, 2024 at 13:38