Relationship Manager, Prestige Banking

4 weeks ago

Calgary Alberta DJ, CA 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:

  • 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

The opportunity

Our Relationship Manager, Prestige Banking supports our client’s investment and deposit needs as they move through the various stages of life while maximizing their financial portfolio. Whether they need support when investing in retirement, helping their children go to post-secondary school, or saving for that special investment property – CWB has the right product & solutions. This means having the chance to truly steer and grow your portfolio within your area of expertise. You will work collaboratively as a team, navigating our clients’ investments & lending needs.

The day to day

Relationship building. Fulfill borrowing needs. Sales. Process & operations.

  • Dynamically fluid and purpose-driven days that put you in the driver’s seat. Building, growing, and maintaining profitable, long-lasting, and genuine relationships with CWB clients.

  • Proactively identifying and anticipating client needs to uncover opportunities crucial to their financial success.

  • Exercising and developing your financial knowledge base – reading, learning, and actively seeking market data trends, and shifts in the economy that will influence borrowing.

  • Using customer insights to drive and guide your prioritization and handling of key relationships, information, and documentation. Developing strategies and scheduling for each account, while focusing on effective lending portfolio management.

  • Sharing your expertise of financial products and solutions with clients and your colleagues – supporting their knowledge and participating in team meetings.

  • Spreading positive vibes and collaborating with a team you’re proud to be a part of.

Foundational knowledge & experience you will grow with

You’ve got some post-secondary education and have spent a few years in a personal banking environment with hands-on experience in personal investments and deposits, and you are an investor

Skills that will take you further

Client focused: 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.

Lifelong Learner: The ongoing, voluntary, and self-motivated pursuit of knowledge.

Problem solving & advisement: Ability to provide clear and sound advice on practical solutions to complex issues.

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 Waterstone Human Capital’s Most Admired Corporate Culture 2023.

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

  • 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-represented groups.

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:

* Position closes at 12:01am on the close date identified below.

08/26/2024

About Us

CWB Financial Group is a diversified financial services organization providing specialized service in business and personal banking, equipment financing and leasing, trust and wealth management across Canada. With more than 2,500 employees in companies with offices and branches across the country, we’re helping our clients manage their money, grow their business, and realize their financial potential.

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