Account Manager, Personal Banking - Markham, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Markham, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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.

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

Account Managers are our specialists in personal banking, helping our clients understand where their money is going and what it is doing.

Things like purchasing a home, investing in retirement or helping their children go to post secondary school. This means having the chance to truly steer and grow your own portfolio of business.

The day to day

Relationship building. Financial analysis & guidance. 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, lending strategies, investment activity and much more.- 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 portfolio management, quality, exposure limits and security requirements.- 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 spent 4 years in a banking environment with a strong exposure to lending and investing, including enough experience in credit to bolster your understanding of credit granting analysis.

You've got your Mutual Funds License, and some post-secondary education or equivalent experience.

Skills that will take you further- 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're able to see the bigger picture.

Your client focus allows you to anticipate client's need to go beyond expectations and drive opportunities to genuinely help others while growing business.- You're a self-starter, independent and accountable.

You are results-oriented, eager to learn and have a real interest in finances and how people spend and use their money.- You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and optimally in changing conditions.

This means balancing the many tasks, demands and challenging priorities that arise in a day with a practiced ease and level head.- You're computer savvy - MS Office Suite, as well as exposure to a lending or banking system.

Why work with us?

Accolades & Benefits

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, part