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Customer Service Representative

Winnipeg, MB
  • Number of positions available : 1

  • To be discussed
  • Starting date : 1 position to fill as soon as possible

At CWB, a subsidiary of National Bank, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

  • Putting people first and building relationships with intention

  • Seeking out and embracing new ideas

  • Believing that how we do things is as important as what we do

Customer Service Representative

Roles Specifications

Location | Winnipeg, MB
Term: 12 months

CWB Equipment Financing

Fuel your career in Equipment Financing. Live your ambitions.

At CWB Equipment Financing, a subsidiary of National Bank, we’ve spent decades empowering Canadian businesses by providing the equipment financing solutions they need to grow and succeed. Whether it’s construction machinery, forestry equipment, oilfield services gear, or transportation fleets, we help businesses access the critical tools that drive their operations forward. As Canada’s leading provider of equipment financing, we’re known for delivering innovative, flexible leasing and financing options that truly make an impact.

When you join our team, you’ll be at the forefront of an exciting and fast-paced industry, working directly with clients across diverse sectors. You’ll offer tailored equipment financing solutions that help businesses scale, improve efficiency, and expand their capabilities. If you're passionate about the equipment that powers Canadian industries and want to make a tangible difference, this is the perfect place for you. Join us today and be a key player in shaping the future of Canadian business!

Your role

The primary focus of the Customer Service Representative is to be the face and voice of CWB National leasing providing internal and external customers service and solutions. This role is primarily focused on professionally answering all inbound phone calls, providing 1st call resolution on as many inquiries as possible, and/or directing client inquiries to the other departments as required. Whether connecting over the phone, virtually 2D screen-to-screen or via email, our customer service team oversees any updates or changes to lease and contact information.

We are looking for someone who can think on their feet, who like to learn new things, and can learn quickly. In our ever-changing environment, they know how to be flexible and adapt.

Successful incumbent

Customer Service. Communication. Administration. Collaboration.

  • Provide a high level of customer service that consistently exceeds expectations by asking open ended discovery questions to ensure all our client’s financial needs are being met
  • Ensure a high level of quality is delivered to all clients through the accurate completion of all Customer Service inquiries and operational activities.
  • Act as a one touch solution for client inquiries or concerns and direct clients to the appropriate team member for further assistance when required based on standard operating procedures.
  • Manage a central email address and route email inquiries as per standard operating procedures.
  • Contribute to the achievement of targets and goals by diligently following bank procedures and processes in an accurate, well organized, and efficient manner.
  • Inspire trust by being open, honest, and direct in communication, meeting commitments and behaving ethically in all dealings.
  • Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel.
  • Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment.

Foundational knowledge and experience to grow from

  • Some post-secondary education, or equivalent experience.
  • One or more years of providing great customer service.
  • One or more years of administration work
  • Solid knowledge of MS Word and Excel.

Skills

  • Excellent communicator, organizer, and problem solver
  • Results-driven and deadline-driven, especially in a high volume, fast-paced team environment.
  • Highly motivated to ensure accuracy in all things.
  • Highly flexible, with interpersonal skills you pride yourself on.

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

* Health and wellness program, including many options

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

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.

02/18/2025

Requirements

Level of education

undetermined

Work experience (years)

undetermined

Written languages

undetermined

Spoken languages

undetermined