Sr. Personal Banking Officer

  • CWB Financial Group
  • Richmond, British Columbia, Canada
  • Aug 06, 2022

Job Description

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 holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

CWB Financial Group (CWB) is on a mission to become the best full-service bank for business owners of Canada.

Our Personal Banking team includes a diverse group of finance professionals who strive every single day to achieve strong results for the bank and their clients. Our team of designated retail banking professionals know and understand the value of relationship building and brings that perfect combination of stellar stewardship, client support and financial expertise to the table. No day is ever the same in personal banking. Whether it's providing proactive client solutions, stellar service support, consultation sessions or financial advice, we're there every step of the way for our clients to ensure they reach their personal and business dreams. It's this top service that we are known for.

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 retail lending account reviews, etc.) enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.

Day-to-day activities

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.

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 successfully 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

You've spent 4 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.

Go Further with CWB. Apply today

Why work with us?

Accolades & Benefits

Winners of Canada's Most Admired Corporate Culture 2020

& recognized as one of 50 Best Workplaces in Canada by Great Places to Work

Your voice matters. Help us shape our voice around important social & cultural matters.

The opportunity to make a difference. Build a team. Make an impact. Put your mark on the CWB landscape.

Flexible work arrangements. Make work make sense for you. Remote work. Relocation. Compressed work weeks & more!

Physical health and mental fitness are priorities. Generous time away to practice self-care and family-care with 100% company paid benefit & support programs.

Community giving. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support.

Bring your whole self to work. Inclusion is a journey requiring practice & experience that results in a powerful outcome.

Innovation. Learn. Grow. Enhance. We play to win. When we fail, we fail forward.

Connection. Join, participate, lead an employee represented group (ERG). Find a community within the CWB family.

Organization wide coaching services. Strategic career design is something we work hard to deliver for all employees.

Recognition. Peer to peer recognition program. Both "in the moment" and monumental!

Financial rewards. Yup! We pay you too. Base plus performance incentives. In fact, this role has incentives on top of incentives!

Retirement investment strategy. You can't work forever, so created an RRSP contribution & matching program with financial advisors at the ready to help you make the most of your wealth.

Company ownership. The knowledge and opportunity to impact the bottom line and be rewarded for it - every day, with our employee share purchase plan.

Discover CWB. Find your purpose. Apply today.



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.