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Relationship Manager, Cash Management - Lethbridge, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Lethbridge, Canada

1 month 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:

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

Role Specifications

Location:
Lethbridge

Put a new _spin _on your banking career

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.

What your day will look like

Client Centric.

Deliver outstanding client experiences at every interaction and follow through 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

Sales.

In this non lending role you will undertake dedicated sales activities, including proactive prospecting and regular communication with existing clients utilizing our Deal Team approach to your client interactions, to help with annual deposit, cash management growth and offering full-service cash management solutions to business owners.

Networking.

Coordinating and participating in regular branch activities with the business banking team while growing your network to help drive growth of.

Learning.

Although you've developed a strong banking foundation, you are always identifying trends and growing your knowledge on your next client or business area to achieve ultimate success and strong results from you and your team.

Data integrity. Ensure customer information is accurate and follows policy and procedures for an outstanding customer experience

Foundational knowledge and experience to grow from

Capabilities that will take you further

Play to win approach. You move quickly and efficiently as needed to support clients and your colleagues. You do so accurately and intentionally. You are proactive by nature, anticipating and preparing yourself and your clients accordingly.

Relationship builder:

Develop and implement a relationship strategy for each client, identifying the key issues surrounding the relationship and implement a strategy to facilitate the expansion of our partnership.

Sales activation:
Proven executor of sales, marketing, and call plans

Analytical:

Optimize both data & relationships while practising proactive risk management in a highly focused environment - a win/win determination.

A strategic planner. You've heard it your whole life, but you're a planner and an excellent one at that.

Your highly developed eye for details and strategy allows you to set successful plans that result in achievements and business successes.

An encouraging teammate. You love to work collaboratively. You see the value in working together and have achieved many professional wins because of this mentality.

Think big and beyond. Although you pride yourself in being detail oriented and can see well into the weeds of problems, it is your curiosity about strategy and solutions that sets you apart from your peers

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 companyfunded 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

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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: