Account Specialist, Commercial

CWB Financial Group - Surrey, BC (13 months 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 .

12 Month Term with Benefits

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 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. Senior Account Specialists are our experts in commercial banking, helping clients and businesses achieve their goals through strategic partnership and creative solutions. Business development and network building are not only key focuses, they must be passions. 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!

Who you are:
As a commercial banking specialist, you’ve acquired a couple years of banking providing you with a strong foundation to excel in areas such as credit structuring, credit underwriting, risk management and client support.

Your hard work ethic and high energy are the main attributes to your success and it’s your eagerness to grow your career and learn from others that makes you stand out from your colleagues. Does this sound like you? Don’t settle for anything less than what you deserve. Come work for Canadian Western Bank as our newest Account Specialist, Commercial Banking.

It’s time for a change, let’s grow together.

We are looking for someone who is very passionate about growing their career in the banking industry. Come join a company who has a similar vision and wants to give you the opportunity to develop your skills so you may hit new personal and professional achievements, all while taking on new challenges and career development opportunities to reach your career dreams.

Like the sounds of that? Excellent, keep reading.

A little bit about us:
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 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 we need from you:
A Business Administration diploma and a minimum of 2 years commercial banking experience.

Have that? Perfect, we are also seeking the following:
Financially savvy. You’ve garnered commercial lending experience that has allowed you to plan, execute and manage risk on a portfolio of clients. You are experienced in the analysis of financial statements and evaluation of the fiscal viability of loan prospects.
Client focused. You have the right tools implement stewardship strategies to exceed client expectations while maintaining positive relationships.
A strategic planner. You’ve heard it your whole life, but you’re a planner and a great one at that. Your innate eye for details and strategy allows you effectively multitask and meet deadlines.
A great support. You are a great teammate and 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.
Technologically proficient. You are adept at learning new software that you will use on a day to day basis.

What your day would look like:
Credit Underwriting: As a skilled credit underwriter, you will partner with Commercial Relationship Managers to support the branch strategy and client experience through effective and timely credit underwriting for new and existing borrowing clients with average loan volumes less than $2MM. You will manage risks and day-to-day client relationships for small to medium size commercial clients.
Risk management: 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.
Creative problem solving: Acting as a go-to resource to provide solutions support for your colleagues’, and your own, portfolios.
Learning: Garnering a solid financial analysis and commercial lending foundation will be achieved through your work experience and your active participation in professional development sessions.
Partnership development : As a key resource for many business divisions, you will create relationships with different CWB groups.

We love taking care of our employees by offering :
Base salary
Career growth . We are passionate about investing in our employees’ development and supporting them in reaching their professional goals.
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).

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.