Relationship manager banque F/H - Courtenay, BC, Canada - Canadian Western Bank

Description

Putting people first and building relationships with intention

CWB Financial Group (CWB) is on a mission to become the best full-service 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.

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.

Your will work collaboratively with Personal Bankers as they navigate our clients investments.

Relationship building. Sales. Building, growing, and maintaining profitable, long lasting, and genuine relationships with CWB clients.

Exercising and developing your financial knowledgebase – reading, learning, and actively seeking market data trends, and shifts in the economy that will influence borrowing

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.

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.

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 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.

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.

Health care spending account

A flexible wellness program

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

Education support & training programs

Inclusion is a journey requiring practice & experience to result in a powerful outcome. Find community within the CWB family in our employee represented groups.

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