Relationship Manager, Commercial

CWB Financial Group - Edmonton, AB (30+ days ago)

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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 .

Integrity. Accountability. Respect. Common sense. Caring.
CWB Financial Group (CWB) is not your typical bank – we take a deeply personalized approach to our business and in these values. Taking the time to understand our clients’ 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 in our people. We are seeking a dynamic sales focused Relationship Manager to join our Virtual Banking team! You will be empowered with the ability to truly help clients and businesses achieve their goals through strategic partnership and creative solutions. The opportunity to truly steer and grow your own portfolio of business has no limits with CWB!

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:
Lead and achieve strategic business development objectives to build and maintain a portfolio of diversified commercial clients, with average loan and deposit of less than $2MM, in a specified geographic market. This individual contributor role is fully qualified to develop and manage banking relationships for medium size commercial enterprises and is responsible to own and deliver full-service banking and financial solutions, in concert with supporting account specialist team. This position functions as the primary resource for extension of the full range of bank products and services applicable to the medium size business client.

Who you are:
Client focused: Deliver exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise. Providing full-service solutions for clients with the view to be every client’s primary financial partner.

Sales driven: Execute an independent marketing plan to achieve targeted business growth mix, with a focus on medium mid-market commercial clients ($2MM and less loan and deposit volume) inclusive of independent sales activities:

Targeted outbound call program
Referral generating program
Business community and industry networking
Developing self-generated leads
Regimented follow-up calendar
Relationship oriented: Develop and execute a relationship strategy for each client, identifying the key issues surrounding the relationship and implement a strategy to facilitate the expansion of our partnership with the business.

Knowledgeable: Maintain expert knowledge of clients and prospects, market, competition and economic factors, in conjunction with robust understanding of key business issues and trends.

Expert negotiator: Optimize business and client relationships while practicing proactive risk management in a highly competitive environment – a win/win determination.

Adaptable: Identify and respond to changes in the business environment, establishing action plans to address customer issues and priorities.

Trusted partner: Be highly visible as the face of CWB, in conjunction with the branch manager, with larger businesses and related professionals in the market, and be well-known as a trusted business advisor who is sought after for financial guidance.

Team Player: Live the CWB cultural values of integrity, accountability, respect, common sense and caring every day.

What you’ve accomplished:Education:
Undergraduate degree in commerce, finance or accounting disciplines

Professional experience:
3+ years of commercial lending and sales or related work experience
Developed and implemented effective sales strategies and plans

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 cwbalance 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
The Bottom Line?
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 have a history of strong sales experience and a track record of closing the deal. You’re able to see the bigger picture. Your client focus allows you to anticipate clients’ need to go the extra mile and drive opportunities to genuinely help others while growing business. You deliver quality results.


Closing Date:
  • P osition closes at 12:01am on indicated close date
CWB Financial Group is an equal opportunity employer. We are motivated by the new perspectives diversity can bring to our workforce. Inclusion and advocacy for a diverse organization can bring excellence at all levels of our business. Regardless of race, religion, color, gender, sexual orientation, age, disability or any other factors unrelated to job performance, we are looking for difference makers. We are committed to providing equitable treatment to all employees and job applicants.

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.