Manager Sales

2 weeks ago

Surrey, British Columbia, Canada CWB Financial Group Full time
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.

CWB is a bank built for business owners

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.

The opportunity


Our employees are more than just numbers - we are proud of the welcoming and open culture that invests in our people.

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.


  • Daytoday activities_

Client Centric:

Deliver outstanding client experiences at every interaction and execute 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 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.

Process optimization.

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.

Capabilities that will take you further

Relationship building. You are all about people.

Be it your clients or your colleagues - you like communicating and connecting with others to provide solutions and build real, lasting relationships.

Sales forward. You're able to see the bigger picture.

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.

Driven. You're a self-starter, independent and accountable.

You are ambitious, eager to learn and have a real interest in finances and how people spend and use their money.

Agile & responsive.

You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and effectively in changing conditions.

This means juggling the many tasks, demands and competing priorities that arise in a day with a practiced ease and level head.

Technically proficient. You're computer savvy - MS Office Suite, as well as exposure to a lending or banking system.

Foundational knowledge and experience to grow from


You've spent about four years in a banking environment and have honed your passion for mentoring a sales driven team.

You've had exposure to what it takes to manage day-to-day cash operations in a branch and have some post-secondary education or equivalent experience and an understanding of debt and investment products.

Why work with us?

Your success is our obsession And our award-winning culture & benefits back it up.


Proudly recognized by Great Places 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 company-funded 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
  • Bring your whole self to work._ Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the
    CWB family in our employee repre

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