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Finance Clerk
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Financial Supervisor
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Ast Mg 16r
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Sales Manager- Corporate Accounts - Courtenay, BC, Canada - Canadian Western Bank
Description
Putting people first and building relationships with intentionCWB Financial Group (CWB) is on a mission to become the best full-service bank for business owners of Canada.
Manager, Banking Customer Service lead our Banking Customer Service Officers, specifically in transactional operations and sales driving for the enhancement of current and potential client relationships.
Lead the team to help clients with their day-to-day banking needs while become the source of information for where clients' money is going and what it is doing.
Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB's brand promise.
Sales coaching.
Enhancing and shaping your leadership side through demonstrating and coaching the team to proactively identifying client needs while driving sales and uncovering opportunities to be crucial to client's financial success by probing, product matching, problem solving and relationship building.
This means also working closely all CWB lines of business:commercial, cash management, wealth, etc.
Mentoring formal and informal coaching to help develop skills and confidence that enhances client relationships and grows the personal banking portfolios in a way that promotes enthusiasm.
Using customer insights to assist with the driving of implementations and maintenance of programs and procedures that ensure background administration, policy and regulatory requirements are running effectively and efficiently.
Applying your financial expertise and testing your accuracy while preparing and monitoring weekly, monthly, and quarterly reports that help communicate the progress, goals and strategic objectives of the branch.
Your client focus allows you to anticipate client's need to go beyond expectations and drive sales and opportunities to genuinely help others while growing business.
Agile & responsive. You're computer savvy – MS Office Suite, as well as exposure to a lending or banking system.
You've spent about four years in a banking environment and have honed your passion for mentoring a sales driven team.
Flexible wellness program
We commit to our employees' development and help them reach their professional goals with:
Organization wide coaching services
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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