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

CWB Financial Group

Verified Company

Surrey, Canada

1 week 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.

Everyday flexibility. Hybrid work environments. Onsite requirements. Collaborative connections.
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,
_united_ as one.

The opportunity
Obsessed with helping our clients experience all that
CWB has to offer the Cash Management Relationship Manager Role is a non lending role, responsible for proactively driving the sale of cash management products, services, and deposits, by building & fostering a portfolio of diversified fullservice business commercial clients under $10MM, in a specified geographical market. This individual contributor role is primarily passionate about proactively sourcing newtobank client relationships. This is done through active prospecting, earning referrals from existing clients and working with members in our other lines of business as an active member of the branch deal team
Relationship Manager, Cash Management_ retains a nonlending portfolio of existing clients and is responsible for growing that existing branch client relationship ("80% franchising"), by identifying referrals to colleagues in other lines of business and collaborating with them to create meaningful fullservice relationships.
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 fullservice solutions for clients with the view to be every client's primary financial partner
Sales. Undertake dedicated sales activities, including proactive prospecting and regular communication with existing clients, to help with annual deposit, cash management growth and offering fullservice 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. You go above and beyond to build deep and meaningful relationships s. A client relationship is built on trust, and credibility is earned when you invest time and thoughtful consideration, adding value through care and attention. We know just as much about our clients' businesses as they do.
Sales activation: Proven executor of sales, marketing, and call plans
Analytical: Optimize both data & relationships while practicing 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