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Account Relationship Manager

2 months ago

Vancouver, British Columbia, Canada CWB Full time
About the Role

CWB is seeking a highly skilled Account Relationship Manager to join our team. As a key member of our business banking team, you will be responsible for delivering exceptional client experiences and building strong relationships with our clients.

Key Responsibilities
  • Develop and implement a relationship strategy for each client, identifying key issues and opportunities for growth.
  • Provide full-service solutions for clients, including cash management and deposit products.
  • Undertake dedicated sales activities, including proactive prospecting and regular communication with existing clients.
  • Coordinate and participate in regular branch activities with the business banking team.
  • Ensure customer information is accurate and follows policy and procedures.
Requirements
  • 3 years of banking or financial services experience with a strong sales and relationship management focus.
  • Knowledge of cash management & deposit products and recognized sales achievements.
  • A plan for external prospecting and deal team mentality.
What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for career growth and development.
  • A comprehensive benefits package, including hybrid work environments, everyday flexibility, and generous company-funded health coverage.
About CWB

CWB is a leading financial institution in Canada, committed to building value for our people, clients, and investors. We strive to deliver exceptional client experiences and build strong relationships with our clients.