All jobs within 200 km around Okanagan

Overview

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

• Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Availability to work all open business hours

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial or service industry

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• World-class sales training, coaching, and development opportunities
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
• Opportunity to achieve great success and grow your career with RBC

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

EVP3P2

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

2090 QUILCHENA AVE:MERRITT

MERRITT

Canada

37.5

Full time

Personal and Commercial Banking

Regular

Salaried

2024-02-12

2024-04-30

Every member of our warehouse team is an integral part of our business. They ensure every order is staged and delivered to our customers in a timely manner while helping maintain our Warehousing cleanliness and inventory.

What’s in it for you?

• Regular business hours Monday to Friday
• Comprehensive benefits with premiums fully paid for by the company for the “Core” package starting the first day of employment.
• Career development and training opportunities
• Life insurance, disability and wellness program
• Retirement savings programs including RRSP and DC pension with up to 5.25% employer contribution
• Paid vacation and sick time and day off on your birthday!
• Bonus programs that include annual performance and profit sharing
• Employee discounts on top brands of plumbing and HVAC/R products
• Education reimbursement for employees
• Employee referral program
• Safety shoe reimbursement

What you will do:

• Load and unload product in a timely manner to meet delivery deadlines and customer commitments
• Receive incoming shipments and checking for accuracy
• Put away product to correct areas in the warehouse in a timely manner
• Pick, pack and ship customer orders, including preparing documentation for shipment
• Liaise with freight companies and inside/outside customers to determine shipping priorities
• Ensure good housekeeping and safety procedures are maintained in the warehouse

What you will bring:

• Previous warehouse experience required
• Knowledge of industry (Plumbing and or HVAC) products is an asset
• General basic computer skills including Microsoft Office is required
• Exceptional customer service and communication skills
• Must be dependable and reliable and willing to take initiative
• Able to lift up to 50lbs pounds

Salary Range: $40,000- $45,000

Each resume submitted gets individually reviewed by our team and retained for 24 months if other new and exciting opportunities arise that match your skills and qualifications.

Please note: This position requires the result of a satisfactory criminal record check.  A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position.

Overview

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

Overview

Our Counter Sales Position ensures our customers remain our highest priority. They deliver exceptional customer service and act as the first point of contact for every walk-in customer. This is a tremendous opportunity for someone looking to grow their career in Sales.

What’s in it for you?

• Regular business hours Monday to Friday
• Comprehensive benefits with premiums fully paid for by the company for the “Core” package starting the first day of employment.
• Career development and training opportunities
• Life insurance, disability and wellness program
• Retirement savings programs including RRSP and DC pension with up to 5.25% employer contribution
• Paid vacation and sick time and day off on your birthday!
• Bonus programs that include annual performance and profit sharing
• Employee discounts on top brands of plumbing and HVAC/R products
• Education reimbursement for employees
• Employee referral program
• Safety shoe reimbursement

What you will do:

• As the first point of contact you will be required to offer prompt product knowledge and information to customers in a professional manner
• Respond to customers in a timely manner in person, by phone or email
• Prepare small order quotations on urgent contracting jobs
• Pick customer orders from warehouse
• Perform necessary product research in catalogues and online
• Verify all items are available for the customer as ordered and scheduled
• Responsible for building positive relationships with customers and associates
• Take initiative to maintain stock of the counter area as needed
• Offer help and assistance in the warehouse if required

What you will bring:

• Previous technical experience in sales or customer service in wholesale or distribution required
• Local market knowledge with HVAC and Plumbing will be an asset
• General computer skills including Microsoft Office required. Experience with AS400 an asset.
• Must have exceptional customer service and professional communication skills

Salary Range: $50,000 - $54,000