All jobs within 300 km around Kamloops

Location | Kelowna, BC.

Everyday flexibility. On-site requirements. Collaborative connections

Note: The external title has been changed to align with industry standards. The internal job title will be: “Sales & Service Representative”

CWB Bank

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

The primary focus of the Banking Customer Service and Sales Representative is to provide exceptional 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.

What you’ll be doing

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

• Deliver outstanding customer 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. Transforming their banking experience into something memorable, rewarding 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 smarts – helping clients understand banking products in a way that promotes enthusiasm 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.

Who we’re looking for & what you’ve done

Capabilities that will take you further

• People first approach. You are all about people.  Be it your clients or your colleagues – you like communicating and connecting with others to provide solutions and build real, lasting relationships.
• Business focused. You’re able to see the bigger picture.  Your client focus allows you to anticipate clients’ needs to go beyond expectations and drive opportunities to genuinely help others while growing business.
• Agile. You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and effectively in changing conditions.
• Entrepreneurial. Being accountable and taking ownership of your actions and their results is something you pride yourself on.
• Accurate. You’re very detail oriented.  Accuracy is a practiced skill of yours and doesn’t diminish in a fast-paced, changing environment. 
• Knowledge seeking & growth minded. You’re a self-starter.  You ask questions, are eager to learn and have a real interest in banking and how people spend and use their money. 
• Technologically sound. You’re computer savvy – enough to move around MS Office Suite and other programs with ease.

Foundational knowledge and experience to grow from

Some post-secondary classes and ideally 1 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:

• 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.

12/20/2024

Overview

Overview

Overview

Overview

12/20/2024

Address:

397 Reid Street

Part time, minimum of 18.75 hours per week, Candidate must be flexible to work within branch hours and available for 3-5 days per week.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• A focus on delivering a personal experience to customers.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

$33,850.00 - $43,500.00

Overview

Overview

As a member of the Maintenance team, the Millwright – Relief is responsible for the routine/preventive maintenance and troubleshooting of the manufacturing equipment, building and Building Equipment. This is a full-time permanent relief position, home shift is Wednesday-Saturday 3:00PM – 12:30AM.

Schedule:  Home shift is Wednesday-Saturday 3:00PM – 12:30AM, when not relieving

Wage: $50.10 per hour

We support and care for our employees by providing them with…

• Competitive salaries
• Advantageous corporate agreements
• Full range of group insurance benefits
• Group retirement pension plan with employer contribution
• Purchase option of company stocks
• Group RRSP
• Health and wellness program in the workplace
• Assistance program for employees and their families
• Saputo products at a discounted price

How you will make contributions that matter…

• Facilitate the timely and efficient processing and packaging of fluid products.
• Carries out preventative maintenance on assigned equipment.
• Trouble shoots and repairs equipment in breakdown situations to ensure production efficiencies are achieved.
• Provides training to plant staff as required.
• Works with other trades groups to complete project assignments.
• Works with vendors as required.
• Coordinates and assist in mechanical and electrical installations.
• Maintains/Programs plant PLCs (if qualified to do so).
• Keeping of proper HACCP documents, Sanitary and Preventative maintenance documents as required.
• Performance of other duties as required.

You are best suited for the role if you…

• Certified Journeyman
• Excellent mechanical skills and ability to carry out general plant/ equipment maintenance
• Food industry or high-speed packaging experience
• PLC training and experience would be an asset
• Demonstrate excellent trouble shooting skills and analytical skills
• Able to work independently with minimum supervisor and within an interdependent team
• A high level of self-motivation and initiative
• Proven proficiency and dependability in current position with a good safety record
• Able to work in confined spaces
• Some heavy lifting required

Overview