Business Development Manager, Efg - Winnipeg, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Winnipeg, 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.

Business Development Manager, Equipment Financing

Role Specifications

Everyday Flexibility Hybrid Work Environments

CWB Financial Group (
CWB) is on a mission to become the
_best full-service bank_ for business owners in Canada.

Our Equipment Finance Group is a team of specialized individuals who know heavy equipment industries inside and out.

We are not office dwellers - our team members often start the day in a branch and end the day on-site with our clients.

We are out in the community every day speaking directly with clients, and no two days are the same.

The opportunity

Business Development Manager will develop and execute a personal business plan with activity-based sales strategies to deliver strong, profitable, and sustainable growth of equipment loans and leases - with Winnipeg and Greater Manitoba area as their designated sales territory.

Targeted growth in franchised client relationships is achieved through anchoring strong relationships and facilitating collaboration, cross selling and shared relationships that result in successful business referrals within EFG and across
CWB Financial Group.

If you're currently residing outside of Manitoba and you're looking for a role to bring you home to Winnipeg, this may be the opportunity for you.

Continue reading for more details on this exciting position.

Expected Deliverables

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.

Provide 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 larger mid-market commercial clients ($10MM+ 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 driven.

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.

Market knowledge.

Maintain extensive knowledge of clients and prospects, market, competition and economic factors, alongside robust understanding of key business issues and trends.

Expert negotiator. Optimize business and client relationships while practicing good judgement in a highly competitive environment to make win/win determinations.

Risk savvy.

Strongly established skills in structuring creative, competitive solutions to meet client needs and practice proactive risk management while respecting
CWB policies/procedures.

Aptitude and capability to develop effective risk management skills for large and complex financial services transactions in the equipment finance and/or large-ticket leasing space

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

Brand representative. Be highly visible, crafting personal credibility and increased EFG brand awareness & presence with larger businesses and related professionals. To be known as a trusted business advisor, sought after for financial guidance.

Teammate. Respect
CWB values & conduct code. Representing the
CWB brand with honor and integrity in a manner consistent with our culture.

Foundational knowledge and experience to grow with

Financial and marketing knowledge of local markets and national economies built on a foundation of formal education (business, commerce, finance, sales, marketing diploma/degree) or real-life experience (2+ years of financial services sales experience)
- preferably in equipment financing and leasing). You don't need letters behind your name (CFA, CPA) but you will need the ability to understand financial statements, how to complete analysis, and possess a sound understanding of effective risk mitigation strategies. Credit adjudication experience and a basic knowledge of collateral security and documentation would be considered strong assets

Capabilities that will take you further

Responsive. You move quickly and efficiently as needed to support clients and your team. You do so accurately and intentionally. You are proactive by nature, anticipating and preparing yourself and your clients according