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

CWB Financial Group

Verified Company

Victoria, Canada

1 week 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.

Everyday flexibility. On-site requirements. Collaborative connections.

Put a spin on your banking career

The overwhelming majority of our employees say
CWB is a Great Place to Work_

We're different from the big banks in the way we engage our employees - caring, responsive, and armed with an obsession for growing talent.

Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.

Our employees love
CWB. You'll love it here too._

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.

Labels don't matter here. But your perspective does.

Bring you. All of you. Single parent. Ally. Rock climber. Indigenous community member. Film buff. Amputee. Nature photographer. Climate change activist.

The opportunity

Our Account Managers partner together to support our clients' borrowing needs as they move through the various stages of life while maximizing their financial portfolio.

Whether they need support when purchasing a home, investing in retirement, or helping their children go to post secondary school -
CWB has the right product & solution.

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
- _lending expertise_ of financial products and solutions with clients and your colleagues - supporting their knowledge and participating in team meeting or 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 got some post-secondary education and have spent a few years in a personal banking environment with strong hands-on experience in lending and have garnished an in-depth understanding of credit granting analysis

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
_ pursuit of knowledge._

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

Winning aspiration.

Ability to be success in a dynamic environment arising from diverse responsibilities, complex processes, multiple stakeholders, and shifting deadlines by utilizing effective prioritization, planning, escalation, and teamwork.

A true
_ #tealmate_
- ._ Live & champion
CWB values. Represent the
CWB Brand with honour and integrity, embodying our culture in a way that prioritiz