Manager, Commercial Portfolio Management - Surrey, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Surrey, Canada

3 weeks 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 holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Manager, Commercial Portfolio Management

CWB is a bank built for business owners

Canadian Western Bank (
CWB) is the only

_full-service bank_ in Canada with a strategic focus to meet the unique financial needs of businesses and their owners.

Our teams take a
_ relationship-based_ approach to deliver a uniquely
_proactive client experience_ through highly
_personalized service, specialized expertise, customized solutions, and faster response times.

_We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services.

Our highly engaged teams operate within a

_client-centric, collaborative, and change-ready culture, _with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities.

The opportunity

Commercial Portfolio Management >$10MM - Mid Market

Provides credit structuring, credit underwriting, risk management, and client facing support for a complex and diversified client portfolio with average loan volumes primarily greater than $10MM.

This role performs credit underwriting, monitoring and adjudication on a diversified commercial banking book in the Mid-Market commercial banking space.

The role holder will have full understanding of the organization's credit policies and existing credit arrangements and is still developing knowledge of specifics related to unique credit arrangements.

The role has day to day contact with clients and partners relationship managers & acts as a mentor/leader to specialist team.

Areas of focus

Credit underwriting. Risk management. Client experience.

Credit underwriting. As an expert credit underwriter, you will partner with sales teams to support the branch through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and daytoday client relationships for Mid Market commercial clients. Directly working with the sales team to develop creative, and ambitious, fullservice client solutions, while maximizing internal partnerships and specialists where appropriate.
Client experience. Connects with clients daily & provides critical retention touch points for high value clients, actively determining needs & referring clients to other business partners across
CWB Financial Group.
Playtowin leadership. Embrace our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and strong diverse workforce. Champion change. Champion collaboration & an united
CWB approach. Coach fearlessly. Intentionally feed forward. Strengthen our learning culture with a growth mindset. Invest in people first talent management through acquisition, development, engagement & retention initiatives. Grow from failures. Deliver results.

Core know-how & experience requirements

A Bachelor's Degree in commerce, finance, or accounting fields (or equivalent experience) with demonstrated & proven abilities (approx. 6 years experience) within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries with directly leadership & coaching experience.

Why work with us?

The overwhelming majority of our employees say
CWB is a Great Place to Work

We're different from the big banks in the way we engage our employees - caring, responsive, and armed with an obsession for growing talent.

Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.

Our employees love
CWB. You'll love it here too.

Find your
- why_

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: