Relationship Manager, Prestige Banking - Sherwood Park, Canada - CWB Financial Group
Description
AtCWB
, 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
Location:
Sherwood Park Banking Centre
CWB is a bank built for business owners
Our core focus is to become the best full-service bank for business owners in Canada.
How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions.
And we do all this with an unrivalled sense of urgency that our clients love about us.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.
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 _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 withYou'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.
Lifelong Learner. The ongoing, voluntary, and self-motivated_ pursuit of knowledge._
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 Waterston Human Capital's Most Admired Corporate Culture 202- Wellness matters_.
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
- Career development.
- Organization wide coaching services
- Mentorship
- Education support & training programs
- Bring your whole self to work._ 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.
IND-AB
As an equitable employer,
CWB Financial Group is committed to providing a safe and
- inclusive environment
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
accommodation
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.
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