- 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
- 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 & investment 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.
- 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, investment or banking system.
- You have an interest in networking and business development, experience in this area is an asset.
- 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
- Organization wide coaching services
- Mentorship
- Education support & training programs
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Relationship Manager, Prestige Banking
1 week ago
CWB Financial Group Courtenay, CanadaAt · 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: · - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as i ...
Relationship Manager, Prestige Banking - Courtenay, Canada - CWB Financial Group
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:
CWB Financial Group (CWB) is on a mission to become the bank for business owners of Canada.
Our Prestige 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
The Relationship Manager, Prestige Banking supports our clients' borrowing & investment 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 own lending portfolio. Your will work collaboratively with Personal Bankers as they navigate our clients investments.
The day to day
Relationship building. Fulfill borrowing needs. Sales. Process & operations.
Foundational knowledge & experience you will grow with
You've got some post-secondary education and have spent 4 years in a 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
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 2023.
. We offer an award-winning benefits package that includes:
We commit to our employees' development and help them reach their professional goals with:
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-KM
#IND-KM
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.
05/14/2024