Client Relationship Manager

2 days ago

Abbotsford British Columbia, Fraser Valley, Canada CWB 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
Role Specifications

Location: Abbotsford, Banking Centre

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

Lead business development activities to build and manage a portfolio of diversified commercial clients, with average loan and deposit volumes less than $2MM. The incumbent drives the commercial client relationship and is responsible to ensure delivery of full-service banking and financial solutions, in collaboration with their colleagues. This individual is relied on to possess deep knowledge of the bank's products and services relevant to medium size enterprises and a detailed understanding of the client's business and story - in order to be an effective proactive partner and provide the best existing and new bank products to best meet their needs.

Areas of focus

Sales activation. Business growth. Client experience. Credit risk management.
  • Client experience. Deliver outstanding client experiences at every interaction 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 activation & business growth. Create, implement, and effect an independent marketing plan to achieve all sales & growth targets. Undertake independent sales activities to achieve annual loan, deposit, and cash management sales, revenue, volume, and new customer objectives. Negotiate skills to optimize overall profitability of relationships with new & existing clients. Actively generate leads & referrals for business partners across CWB.
  • Credit risk management. Together with the commercial credit team, you will apply your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within CWB's risk appetite.
Core know-how & experience requirements

A Bachelor's Degree in commerce, finance or accounting fields and a five-Ish years' experience within commercial lending or equivalent experience. Proven experience developing and implementing successful sales strategies and actions with critical partners. Subject matter expert in the continuous improvement of sales processes & programs. A solid base in business modelling & computer expertise is highly beneficial.

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
  • 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 represented groups.

#LI-JA1

IND-

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.
10/14/2024

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