Manager, Commercial Portfolio Management

1 month ago

Edmonton, Alberta, Canada Canadian Western Bank 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


Roles Specifications

Location: Gateway Banking Centre

Put a new spin on your banking career

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

Commercial Portfolio Management >$10MM - Mid Market

Provides credit structuring, credit underwriting, risk management, and client facing support for a complex and diversified client portfolio with average loan volumes primarily greater than $10MM. This role performs credit underwriting, monitoring and adjudication on a diversified commercial banking book in the Mid-Market commercial banking space. The role holder will have full understanding of the organization's credit policies and existing credit arrangements and is still developing knowledge of specifics related to unique credit arrangements. The role has day to day contact with clients and partners relationship managers & acts as a mentor/leader to specialist team.

Areas of focus

Credit underwriting. Risk management. Client experience.
  • Credit underwriting.As an expert credit underwriter, you will partner with sales teams to support the branch through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and day-to-day client relationships for Mid Market commercial clients. Directly working with the sales team to develop creative, and ambitious, full-service client solutions, while maximising internal partnerships and specialists where appropriate.
  • Risk management.Use knowledge of credit policies & arrangements to apply risk mitigation skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB's risk appetite. Proactively manage risk with prudent lending recommendations, including appropriate & consistent monitoring & due diligence, minimizing operational losses. Exercises good judgement & decisive actions when meeting the needs of clients.
  • Client experience.Connects with clients daily & provides critical retention touch points for high value clients, actively determining needs & referring clients to other business partners across CWB Financial Group.
  • Play-to-win leadership.Embrace our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and strong diverse workforce. Champion change. Champion collaboration & an united CWB approach. Coach fearlessly. Intentionally feedforward. Strengthen our learning culture with a growth mindset. Invest in people first talent management through acquisition, development, engagement & retention initiatives. Grow from failures. Deliver results.



Core know-how & experience requirements

A Bachelor's Degree in commerce, finance, or accounting fields (or equivalent experience) with demonstrated & proven abilities (approx. 6 years experience) within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries with directly leadership & coaching experience.

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-NB1

IND-NB

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:

* P osition closes at 12:01am on the close date identified below.
05/30/2024

  • Portfolio Manager

    1 week ago

    Edmonton, Alberta, Canada Gold Investment Management Ltd. Full time

    Gold Investment Management Ltd. is a boutique portfolio management company located in downtown Edmonton. We are seeking a permanent, full-time Portfolio Manager or Associate Portfolio Manager to join our team.Under the guidance and supervision of Senior Portfolio Managers: You will work closely wi

  • Manager, Commercial Portfolio Management

    3 weeks ago

    Edmonton, Alberta, Canada Canadian Western Bank 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we do Roles Specifications Location: Edmonton Main Banking Centre Put a...

  • Manager, Commercial Portfolio Management

    1 month ago

    Edmonton, Alberta, Canada Canadian Western Bank 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we do Roles Specifications Location: Edmonton Main Banking Centre Put a...

  • Portfolio Manager

    1 week ago

    Edmonton, Alberta, Canada Gold Investment Management Ltd. Full time

    Gold Investment Management Ltd. is a boutique portfolio management company located in downtown Edmonton. We are seeking a permanent, full-time Portfolio Manager or Associate Portfolio Manager to join our team. Under the guidance and supervision of Senior Portfolio Managers:You will work closely with our clients to build long-term relationships and deliver...

  • Executive, Portfolio Manager

    7 days ago

    Edmonton, Alberta, Canada Gold Investment Management Ltd. Full time

    Gold Investment Management Ltd. is a boutique portfolio management company located in downtown Edmonton. We are seeking a permanent, full-time Portfolio Manager or Associate Portfolio Manager to join our team.Under the guidance and supervision of Senior Portfolio Managers:You will work closely with our clients to build long-term relationships and deliver the...

  • Specialist, Commercial Portfolio Management

    1 week ago

    Edmonton, Alberta, Canada CWB Financial Group Full time

    AtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investorsWe 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 doRoles SpecificationsLocation: Edmonton, AB - West Point Banking...

  • Manager, Commercial Portfolio Management

    1 month ago

    Edmonton, Alberta, Canada Canadian Western Bank 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doPut a new spin on your banking career Our core focus is to become...

  • Manager, Commercial Portfolio Management

    3 weeks ago

    Edmonton, Alberta, Canada Canadian Western Bank 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doPut a new spin on your banking career Our core focus is to become...

  • Marketing Manager

    1 week ago

    Edmonton, Alberta, Canada AICRE Commercial Full time

    POSITION OVERVIEW:We are seeking a dynamic and results-driven Marketing Manager to join our commercial real estate firm. As the Marketing Manager, you will be responsible for developing and implementing marketing initiatives to promote our properties, our team and drive lead generation. You will collaborate closely with the sales team, industry professionals...

  • Portfolio Manager, Fundamental Equities

    1 week ago

    Edmonton, Alberta, Canada AIMCo (Alberta Investment Management Corporation) Full time

    DEPARTMENT:Investment Management CLOSING DATE: July 21, 2023OpportunityThe Fundamental Equity team operates as one of the key building blocks within the Public Equities team at AIMCo by managing large pools of assets utilizing a combination of bottom-up and top-down analysis. The team utilizes a rigorous research process including financial modeling combined...

  • Commercial Accounts Manager

    1 week ago

    Edmonton, Alberta, Canada CWB Financial Group Full time

    Manager, Commercial Portfolio Management page is loaded Manager, Commercial Portfolio Management Apply locations Edmonton, AB - Main Banking Centre time type Full time posted on Posted 2 Days Ago job requisition id R7815 At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. Putting people first...

  • Portfolio Manager

    1 week ago

    Edmonton, Alberta, Canada GEF Seniors Housing Full time

    Take the lead with GEF Seniors Housing, the largest provider of subsidized seniors' housing in Alberta and a dedicated registered charity. We are passionate about supporting the quality of life for seniors in every facet of our operations, and we are searching for a like-minded professional to fill our Portfolio Manager role.Reporting to the Director of...

  • Commercial Account Manager

    7 days ago

    Edmonton, Alberta, Canada Sauce Recruitment Corp. Full time

    COMMERCIAL ACCOUNT MANAGER - EDMONTON - FULL TIME - HYBRID Join one of the largest and most advanced insurance brokerages in Edmonton Explore diverse career paths within the commercial insurance field Act as an expert advisor, managing a portfolio of clients with professionalism Collaborate closely with producers on client service, marketing, and...

  • Commercial Property Manager

    1 week ago

    Edmonton, Alberta, Canada Three Property Management Group Full time

    Group Three Property Management is looking for an experienced full-time Commercial Property Manager to join their teamTerm: Full-Time Location: Edmonton Salary: Salary will be negotiable based on experience Job Description:Duties include, (but are not limited to): Handle tenant inquiries/concerns in a timely and courteous manner. Inspect property and...

  • Commercial Account Manager

    1 week ago

    Edmonton, Alberta, Canada DGA Careers Full time

    Our client is a company that leverages the unique characteristics of the markets where its multiple offices are located. Their network of offices enables them to gather and exchange insights that other companies overlook due to being set in their ways. They operate as a collective of teams, fully supporting their staff as they acknowledge that their strength...

  • Commercial Manager

    1 week ago

    Edmonton, Alberta, Canada Acara Solutions Full time

    Description: Commercial Manager At Alstom, we understand transport networks and what moves people. From high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digital mobility, we offer our diverse customers the broadest portfolio in the industry. Every day, 80,000 colleagues lead the way to greener and...

  • Senior Commercial Account Manager

    1 week ago

    Edmonton, Alberta, Canada DGA Careers Full time

    Job Title: Senior Commercial Account ManagerCompany: Innovative Insurance SolutionsThe Opportunity:Join a dynamic team as a Senior Commercial Account Manager where you will collaborate with Sales Executives to strategize and expand the brokerage operations. As the primary point of contact for customer insurance requirements, you will oversee renewals for the...

  • Portfolio Manager

    1 week ago

    Edmonton, Alberta, Canada homeED Non Profit Housing Corp Full time

    Organizational SummaryHomeEd is on a mission to provide Edmononians with quality affordable housing. Our team goes to work every day driven by our purpose that _Better Housing Can't Wait_ and that we can achieve our vision ofreimagining affordable housing as sustainable, growing, and valued throughout Edmonton. Whether we're developing new properties or...

  • Commercial Manager

    1 week ago

    Edmonton, Alberta, Canada Graham Full time

    Graham is intent on fueling growth by ensuring we have the right people, in the right place, at the right time, balancing both Company and individual needs. Graham talent management strategies include succession planning, employee development and hiring. Our Talent Acquisition team focuses on finding and matching external and internal talent through our open...

  • Pic Associate Portfolio Manager

    1 week ago

    Edmonton, Alberta, Canada TD Bank Full time

    Work Location:Edmonton, Alberta, CanadaHours:37.5Line of Business:TD WealthPay Details:This role is responsible for building and managing a small book of high net worth clients - relationships that are managed on a discretionary basis. An Associate Portfolio Manager may work singly or as part of a team with a Portfolio Manager.KEY ACCOUNTABILITIESCUSTOMER-...