Senior Relationship Manager, Commercial

CWB Financial Group - St. Albert, 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 http://www.cwb.com .

CWB Financial Group (CWB) is not your typical bank.

We’re on a mission to become a disruptive force in Canadian banking. Our target clients are small and medium-sized business owners, and they deserve a clear alternative. They deserve a proactive partner who helps them succeed. We’re caring. We’re nimble. We’re specialized. And we’re transforming to deliver a proactive client experience in a rapidly changing environment. That’s how we create value for our clients, people, and investors. That’s how we become the best full-service bank for business owners in Canada.

Our Commercial team includes a diverse group of banking professionals who strive every single day to achieve strong results for the bank and their clients. Our team of designated commercial banking experts knows 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 commercial 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.

What your day will look like

Portfolio management: You will be responsible for growing and managing a diverse mix of client accounts with average loan and deposit volumes of between $2MM and $10MM.

Sales activation: You will undertake the gamut in sales activities including annual loan, deposit, cash management, revenue and new client objectives.

Networking: You will connect and build relationships with a variety of partners and clients to develop lasting relationships for you and the bank.

Risk management: Together with the commercial credit team, you will utilize your risk management skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB’s risk appetite.

Mentorship: Although no direct employees report to you, you will develop a strong leadership foundation by coaching and mentoring work with junior employees.

Learning: Although you’ve developed a strong commercial foundation, you are always identifying trends and expanding your knowledge on your next client or business area to achieve ultimate success and strong results from you and your team.

Foundational knowledge and experience

A Bachelor’s Degree in commerce, finance or accounting disciplines and a minimum of 5 years’ experience within commercial lending or related experience.

Critical success factors

Financially savvy. You’ve garnered strong commercial lending experience that has allowed you to plan, execute and develop strategies that have resulted in you hitting your sales targets and business goals out of the financial institution park.

Client focused. You have the right tools to ensure proper stewardship strategies while leading and building a portfolio of medium to large commercial clients.

A strategic planner. You’ve heard it your whole life, but you’re a planner and an excellent one at that. Your innate eye for details and strategy allow you to set winning plans that result in achievements and business successes.

A supportive teammate. You love to work collaboratively. You see the value in working together and have achieved many professional wins because of this mentality.

Think big and beyond. Although you pride yourself in being detail oriented and can see well into the weeds of problems, it is your knack for strategy and solutions that sets you apart from your peers.

Why work for us? Find what speaks to you – explore CWB.

At CWB we have a purpose driven culture.

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.

Discover CWB. Find your purpose. Apply today.

https://www.cwbcareers.com/en/why-cwb

Closing Date:
  • P osition closes at 12:01am on indicated close date
09/7/2020

Inclusion & Diversity

CWB Financial Group is committed to being an equitable employer, providing an inclusive environment for a diverse workforce, including but not limited to, women, persons with visible and invisible disabilities, Indigenous persons, gender and sexual minorities, and ethnic visible minorities. 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 proud to have built a culture that thrives on idea-sharing and collaboration, and we're always finding ways to continue to create a warm, welcoming and inclusive work environment. We have a strong ethics program, a mandatory Respect in the Workplace eLearning program, comprehensive policies related to employment equity, and a strategy and an going strategy to ensure diversity and inclusion thrives at CWB.

Accessibility

CWB Financial Group is committed to providing all applicants with equal accessibility. Believing that inclusion has power, we strive to create an accessible environment for all, focused on the principles of independence, dignity, and equality. If you require adjustments as part of the recruitment and selection process (from application to offer) please submit your request here and one of our recruiters will reach out to you directly.