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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 holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up – as individuals and as a team – to accomplish our strategy. CWB is a bank built for business owners Canadian Western Bank (CWB) is the only full-service bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a relationship-based approach to deliver a uniquely proactive client experience through highly personalized service, specialized expertise, customized solutions, and faster response times. We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services. Our highly engaged teams operate within a client-centric, collaborative, and change-ready culture, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities. The opportunity Lead business development activities to build and manage a portfolio of diversified commercial clients, with average loan and deposit volumes less than $2MM. The incumbent drives the commercial client relationship and is responsible to ensure delivery of full-service banking and financial solutions , in collaboration with their colleagues. This individual is relied on to possess deep knowledge of the bank’s products and services relevant to medium size enterprises and a detailed understanding of the client’s business and story – in order to be an effective proactive partner and provide the best existing and new bank products to best meet their needs. Areas of focus Sales activation. Business growth. Client experience. Credit risk management. Client experience. Deliver outstanding client experiences at every interaction in line with CWB’s brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner. Sales activation & business growth. Create, implement, and effect an independent marketing plan to achieve all sales & growth targets. Undertake independent sales activities to achieve annual loan, deposit, and cash management sales, revenue, volume, and new customer objectives. Negotiate skills to optimize overall profitability of relationships with new & existing clients. Actively generate leads & referrals for business partners across CWB. Credit risk management. Together with the commercial credit team, you will apply your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within CWB’s risk appetite. Core know-how & experience requirements A Bachelor’s Degree in commerce, finance or accounting fields and a five- ish years’ experience within commercial lending or equivalent experience. Proven experience developing and implementing successful sales strategies and actions with critical partners. Subject matter expert in the continuous improvement of sales processes & programs. A solid base in business modelling & computer expertise is highly beneficial. The CWB way Passion, motivation, & fit is important. CWBs’ combined strengths in commercial banking, personal banking, and wealth management represent a comprehensive full-service experience, uniquely positioned to exceed the needs of successful business families. CWB teamteal is united , bound by principals, shared goals, strong values, and a passion for business owners. Each service offering on its own is unique and fulfilling, together, our service offerings are unparalleled. And we do it together – the CWB way. Lifelong learner. The ongoing, voluntary, and self-motivated pursuit of knowledge. You seek out challenges, opportunities, feedback and are confident failing & failing forward, growing stronger with every experience to build successful momentum. Client centric, collaborative & change ready. We invest in our culture, products, services, & processes to provide a differentiated & unrivalled client experience with every interaction We are resilient, tenacious, and determined to win. We succeed because we are proactive & purposeful. Relationship builder & sales focused. We go above and beyond to build deep & relevant relationships. A client relationship built on trust and credibility is earned when you invest time, thoughtful consideration, and make valuable contributions with care and attention. We know just as much about our clients’ businesses as they do. Provide practical solutions. We provide clear and sound advice on practical solutions. We draw from our collective expertise to deliver solutions & advice tailored to our individual clients’ needs. There is no one size fits all-we have a wardrobe of options to explore. With custom solutions, & specialized knowledge , we help business owners feel confident in their financial success. Winning aspiration. We thrive in a dynamic environment arising from diverse responsibilities, multiple partners, and shifting requirements by using effective prioritization, planning, and collaboration. We are diligent, reliable, and thrive under pressure. Values champion . We live & champion CWB values. Represent the CWB Brand with honour and integrity, embodying our culture in a way that prioritizes collaboration and respects individuality. We’re an advocate and ally for all, actively promoting inclusion and belonging to succeed as one. Why work with us? Values driven people first benefits Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, 100% company-funded health coverage, health care spending account, a flexible wellness program & generous time-away options to unplug, rest & recover. Bring your whole self to work. Career development. We invest in our employees’ development to help them reach their professional goals with organization wide Coaching services. Strategic career design is an investment in our core asset – our people. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for “in the moment” and monumental wins. Community giving . Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can’t work forever! So, we’ve got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner. Find your why at www.CWBcareers.com #LI-BS1 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: * P osition closes at 12:01am on the close date identified below. 04/4/2023