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    Relationship Manager, Prestige Banking - Calgary, Canada - CWB Financial Group

    CWB Financial Group
    CWB Financial Group Calgary, Canada

    1 week ago

    Default job background
    Full time
    Description

    At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

  • Putting people first and building relationships with intention
  • Seeking out and embracing new ideas
  • Believing that how we do things is as important as what we do

    • Roles Specifications

    Location: Calgary, AB

    The opportunity

    Our Relationship Manager, Prestige Banking support our client's investment and deposit needs as they move through the various stages of life while maximizing their financial portfolio. Whether they need support when investing in retirement, helping their children go to post secondary school, or saving for that special investment property – CWB has the right product & solutions. This means having the chance to truly steer and grow your portfolio within your area of expertise. You will work collaboratively as a team, navigating our clients' investments & lending needs.

    The day to day

    Relationship building. Fulfill borrowing needs. 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 trends, and shifts in the economy that will influence borrowing
  • 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 effective lending portfolio management.
  • Sharing your 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 got some post-secondary education and have spent a few years in a personal banking environment with hands-on experience in personal investments and deposits and you are an investor

    Skills that will take you further

    Client focused: Deliver outstanding 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.

    Lifelong Learner. The ongoing, voluntary, and self-motivated

    Problem solving & advisement. Ability to provide clear and sound advice on practical solutions to complex issues.

    Why work with us?

    Your success is our obsession And our award-winning culture & benefits back it up.

    Proudly recognized by Great Place to Work in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterstone Human Capital's Most Admired Corporate Culture 2023.

    . We offer an award-winning benefits package that includes:

  • Hybrid work environments
  • Everyday flexibility
  • Generous company-funded health coverage
  • Health care spending account
  • A flexible wellness program
  • generous time-away options to unplug, rest & recover

    • We commit to our employees' development and help them reach their professional goals with:

  • Organization wide coaching services
  • Mentorship
  • Education support & training programs

    • Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.

    #LI-SA1

    As an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require during any part of the recruitment or selection process, please reach out.

    Closing Date:

    Position closes at 12:01am on the close date identified below.

    06/26/2024
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