Account Manager, Personal Banking - Kitchener, Canada - Canadian Western Bank

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:

• 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
  

Account Manager, Personal Banking

Roles Specifications

Location: Kitchener 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 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 hands-on experience in personal lending and have garnished an in-depth understanding of credit granting analysis & if you're 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 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 2023.

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

• 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.

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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:

* P osition closes at 12:01am on the close date identified below.
04/8/2024