Financial Customer Service Agent

  • Accounting/Finance
  • Full time
  • 1 month ago
  • Canada

Job Description

Financial Customer Service Agent


Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting
Deliver impressive client experiences at every interaction as well as carry out on plans to continually construct the customer experience, according to CWB’s brand guarantee. Supply full-service solutions for clients with the view to be every client’s main financial partner. Transforming their financial experience into something unforgettable, gratifying and economically pleasing.
Proactively determining client requires to reveal chances to be critical to their financial success via references to Account Managers.
Evaluating your precision and interest to information with large volumes of transactions, cash money handling, queries, and interactions.
Exercising your financial smarts– aiding clients recognize banking items in a way that advertises interest as well as real comprehension.
Knowing as well as increasing your expertise in such a way that adds to your branch’s success.
Spreading favorable feelings and also teaming up with a team you’re proud to be a part of.
Abilities that will take you further
Individuals very first approach. You are everything about individuals. Be it your clients or your coworkers– you like communicating as well as getting in touch with others to provide remedies and also construct real, lasting connections.
Organization focused. You have the ability to see the bigger photo. Your customer emphasis enables you to prepare for clients’ requirements to surpass expectations as well as drive chances to genuinely aid others while expanding business.
Agile. You are stimulated when confronted with uncertainty and can change your technique – with people and also troubles – to respond successfully as well as properly in transforming problems.
Entrepreneurial. Being liable as well as taking ownership of your activities and their results is something you satisfaction on your own on.
Accurate. You’re extremely information oriented. Precision is a practiced ability of your own and also doesn’t reduce in a busy, altering environment.
Knowledge seeking & development minded. You’re a self-starter. You ask questions, aspire to find out as well as have an actual rate of interest in banking as well as how people spend as well as use their cash.
Technically audio. You’re computer savvy– adequate to move around MS Workplace Collection and also other programs effortlessly.

Foundational expertise as well as experience to expand from
Some post-secondary courses as well as preferably 1 year of customer support experience paired with a strong wish and commitment to discover and grow an occupation in the monetary industry!

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