Retail Services Officer
CWB Financial Group
Yorkton, SK
CWB Financial Group is a diversified financial services organization providing specialized service in business and personal banking, trust, and wealth management across Canada. Our approach to business is straightforward: we work hard and with integrity, we practice common-sense thinking, we’re accountable for our actions, and we care about our people. We’re incredibly proud of the work we do every day to help our clients grow their businesses, manage their money and realize their financial potential! Learn more at .

CWB Financial Group (CWB) is not your typical bank – we take a deeply personalized approach to our business and in our core values. Taking the time to understand our client’s goals and aspirations allows us to use a full-picture view in the type of support, guidance and service needed to help them cultivate a successful financial future.

Our employees are more than just numbers – we are proud of the welcoming and open culture that invests our people. Personal Banking Support Officers are the backbone of our branch’s administrative and sales support who we rely on to serve our clients every day. Connect with clients on a new level by utilizing discovery questions to uncover pain points that will enhance and deepen relationships.

Be what you want to be – with CWB Financial Group.

Here is a glimpse into what your career could look like with us!

What you will be responsible for:
Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long lasting and genuine relationships with CWB clients.
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 contributing to a team atmosphere you’re proud to be a part of.

Who you are:
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.
You’re able to see the bigger picture. Your client focus allows you to anticipate client’s need to go beyond expectations and drive opportunities to genuinely help others while growing business.
You’ve spent about four years in a banking environment and have a strong understanding of banking products and services.
You are energized when faced with ambiguity and can adjust your approach – with people and problems – to respond efficiently and effectively in changing conditions.
Being accountable and taking ownership of your actions and their results is something you pride yourself on.
You’re very detail oriented. Accuracy and prioritization are your practiced skills and don’t diminish in a fast-paced, changing environment.
You’re a self-starter, independent and accountable. You ask questions, are eager to learn and have a real interest in finances and how people spend and use their money.
You’re computer savvy – MF Office Suite is essential, and exposure to a lending or banking system would be ideal.

What you will get from us:
The opportunity to make a difference - our culture thrives on idea-sharing, collaboration and the ability to create impact.
Rewarding, enterprising and engaging atmosphere where you will be able to see your contributions at work.
Understanding balance: We know our people have places to go, people to see and good times to have when they’re not at work and we support that.
An award-winning benefits packages that includes 100% company-funded health coverage (dental, vision and prescriptions), health care spending account, a flexible wellness program and CWB Balance Day (extra day off with pay!).
Company ownership: Every employee has the opportunity to be an owner with our employee share purchase plan (ESPP).
The majority of our branches enjoy a Monday-Friday day time schedule.
Our commitment to your success and development: On-going career conversations and personalized professional growth opportunities.
Competitive salary and pay for performance incentives.
Continual learning opportunities and professional development training to grow your talent and realize your aspirations and potential.


Closing Date:
  • P osition closes at 12:01am on indicated close date

Inclusion & Diversity

CWB Financial Group is committed to being an equitable employer, providing an inclusive environment for a diverse workforce. We believe that inclusion has power. In fact, that’s one of our values. We know that diverse teams unleash new ideas and perspectives. We work to create an organization where people can be proud of who they are, and allies for those around them. We know that there is power in our differences and we are committed to providing equitable treatment to all employees, applicants and clients. And beyond that, we celebrate our people and those differences. We’re always looking for talent that believes these things too.

Accommodation or Accessibility

Applicants requiring accommodation, please reach out .

Application Process:
Applications are only accepted via our online recruiting system.

We appreciate your interest in working with us; however, only those applicants selected for interviews will be contacted.

Final candidates for this position will be required to undergo security screening, including a credit and criminal records check.