Student, Customer Service

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:

• 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

Role Specifications

Opportunity: 4-Month Term, Part-time.

Target Start Date: January 2025

Location: Winnipeg, MB.

Everyday Flexibility ▪ onsite requirements.

The primary focus of the Student Customer Service is to be the first point of contact for clients and partners. 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.

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 needs are being met

• Ensuring accurate processing of all administration 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.

• 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.

You have administrative experience & operational knowledge built on some formal education (pursuing degree/diploma in a business/finance related field). You must be dedicated & motivated to learn, grow & work hard! A self-starter, independent & accountable. You ask questions, have a real interest in data, sales & finances. Agility is purposeful, you thrive in any environment and are driven by results.

• Success obsessed. You know that a supportive role is a service role. Your expertise empowers & enables teams to perform their best.

• Winning aspiration. You’re very detail oriented and remarkably well organized. Accuracy and prioritization are your practiced skills and you thrive in a fast-paced, changing environment.

• Curious optimizer You’re not afraid to continuously learn. New challenges excite you, and you’re eager to gain new experiences, enhancing your systems and process knowledge.

• Perceptive. You’re able to see the bigger picture. Your understanding of banking and documentation together with your financial insight helps you go beyond expectations.

• Responsive. You move quickly and efficiently. You do so accurately and with intention. You are proactive by nature, anticipating and preparing yourself and your clients accordingly.

• Agile. You’re energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently. You can This means juggling competing priorities that arise in a day with a practiced ease and level head.

• Technically proficient. Proficiency in MS Word, Outlook and Excel are essential, knowledge of Salesforce and French is an asset.

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.

• 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.

Equip your career for growth. 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.

* Position closes at 12:01am on the close date identified below.