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 personal 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
Our Account Managers partner together to support our clients’ borrowing needs as they move through the various stages of life while maximizing their financial portfolio. Whether they need support when purchasing a home, investing in retirement, or helping their children go to post secondary school – CWB has the right product & solution. This means having the chance to truly steer and grow your portfolio within your area of expertise. You will work collaboratively as a team, navigating our clients’ investments & lending needs.
The day to day
Relationship building. Fulfill borrowing needs. Sales. Process & operations.
Dynamically fluid and purpose driven days that put you in the driver’s seat. Building, growing, and maintaining profitable, long lasting, and genuine relationships with CWB clients.
Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.
Exercising and developing your financial knowledgebase – reading, learning, and actively seeking market data trends, and shifts in the economy that will influence borrowing
Using customer insights to drive and guide your prioritization and handling of key relationships, information, and documentation. Developing strategies and scheduling for each account, while focusing on effective lending portfolio management.
Sharing your lending expertise of financial products and solutions with clients and your colleagues – supporting their knowledge and participating in team meeting or sharing your expertise of financial products and solutions with clients and your colleagues – supporting their knowledge and participating in team meetings.
Spreading positive vibes and collaborating with a team you’re proud to be a part of.
Foundational knowledge & experience you will grow with
You’ve got some post-secondary education and have spent a few years in a personal banking environment with strong hands-on experience in lending and have garnished an in-depth understanding of credit granting analysis. You have investment experience and you’ve got your Mutual Funds License or are working towards getting it !
Skills that will take you further
Client focused: Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner.
Lifelong Learner. The ongoing, voluntary, and self-motivated pursuit of knowledge.
Problem solving & advisement. Ability to provide clear and sound advice on practical solutions to complex issues.
Winning aspiration. Ability to be success in a dynamic environment arising from diverse responsibilities, complex processes, multiple stakeholders, and shifting deadlines by utilizing effective prioritization, planning, escalation, and teamwork.
A true #tealmate . Live & champion CWB values. Represent the CWB Brand with honour and integrity, embodying our culture in a way that prioritizes collaboration and respects individuality. Respect the code: OneCWB Growing Together
Why work with us?
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.
Take your career further with CWB. Apply today.
#discoverCWB
#LI-JA1
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:
04/4/2022
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