Relationship Manager, Commercial

4 weeks ago


St Albert, 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: Edmonton 103rd Street 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.

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.
12/3/2024



  • St. John's, Canada Bluebayinvest Full time

    h3>Relationship Manager, Commercial Financial Services, InternLocations: MONTRÉAL, Quebec, CanadaTime Type: Full timePosted on: Posted 2 Days AgoTime left to apply: b>As our Relationship Manager, Commercial Financial Services Trainee, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based...


  • St. John's, Canada Bluebayinvest Full time

    Senior Relationship Manager, Commercial Financial ServicesJob SummaryJob DescriptionWhat is the opportunity?Your natural flair for connecting to prospects, new and existing clients by providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering...


  • St. Albert, 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...


  • St. Albert, Alberta,, Edmonton region, 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsLocation: Edmonton Main Banking Centre Put a new...

  • Relationship Manager

    7 months ago


    St. Thomas, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • St. Albert, Alberta, Canada CWB Full time

    About CWBCWB is a leading financial institution dedicated to delivering exceptional value to its clients, employees, and investors. Our commitment to building long-term relationships is rooted in our core values: people first, embracing innovation, and doing things right.Job OverviewWe are seeking an experienced Lead Commercial Portfolio Strategist to join...


  • St. Albert, Canada Melewka Structures & Design Full time

    Commerical and Industrial Carpenter Apprentice **Why Melewka Structures & Design?** Melewka Structures & Design is a Rural Alberta based self performing contractor that has been active in the construction industry since 2000. Melewka Structures & Design has been a part of the Athabasca area for more than 10 years, servicing Central Northeast Alberta, with...

  • Relationship Manager

    7 months ago


    Prince Albert, Canada Farm Credit Canada Full time

    Closing Date (MM/DD/YYYY): 06/12/2024 Worker Type: Permanent Language(s) Required: English Term Duration (in months): Salary Range (plus eligible to receive a performance based incentive, applicable to position): $69,904 - $94,576 Passion for agriculture required: Manage relationships with local producers and be responsible for a developing loan...

  • Commercial Analyst

    4 months ago


    St. Catharines, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: About Meridian **Our Business Banking Practice**: At Meridian, our vision is to be recognized as the...


  • St. Albert, Canada Salisbury Enjoy Full time

    **Job Summary**: Reporting to the Warehouse Manager, the Commercial Flower Barrel Watering Associate nurtures the heart of St. Albert's urban landscape. Responsible for watering all commercial planters provided by Salisbury, including those adorning retail spaces and public areas, this role ensures the vibrant allure of our city. Collaborating closely with...


  • St. Albert, Canada 019986 Hub International Canada West ULC (Canada West) Full time

    Hi, we’re HUB Warranty! We are a dynamic and fast paced innovative construction insurance brokerage offering and developing products and services that meet the ever-changing needs in our home building clients and industry. We represent 3 New Home Warranty brands with over 400,000 home inspections completed and countless homes protected. We focus on...


  • St. Catharines, Canada Morison Insurance Brokers Inc. Full time

    **Commercial Insurance Account Manager** **Location: St. Catharines, Ontario** **_ About Morison Insurance_** At Morison Insurance, our team shapes who we are and the excellent service we provide our customers. We are a values-based company, which means all our decisions and day-to-day operations are based on our 5 core values: Go Beyond, Evolve, Own It,...


  • St. Albert, Canada ATB Financial Full time

    **Our bottom line is different.** Listening to Albertans. Going deeper to understand who they are and where they are going. Translating the complex world of banking and investing into brilliantly simple solutions. Through all this, we believe we can create happiness. This is the ATB way. **Location**:108-150 Bellerose Drive St. Albert, Alberta T8N 8N8 **#...


  • St. Albert, Canada HUB International Full time

    Hi, we’re HUB Warranty! We are a dynamic and fast paced innovative construction insurance brokerage offering and developing products and services that meet the ever-changing needs in our home building clients and industry. We represent 3 New Home Warranty brands with over 400,000 home inspections completed and countless homes protected. We focus on...

  • Commercial Manager

    6 months ago


    St. George's, Canada Aecon Group Full time

    **Come Build Your Career at Aecon!** As a Canadian leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive! We lead some of the most impactful infrastructure projects of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to...


  • St. Albert, Canada Perras Weir Full time

    **Job description** We are an Edmonton based mechanical company that specializes in commercial plumbing. This is an exciting time to join our team at a high-growth stage and build several key processes. The position requires strong written and verbal communication skills, as well as excellent attention to detail in a deadline driven environment. In this...


  • St. Catharines, Canada Straight Line Investments Full time

    Job Title: Commercial Property Manager Job Summary: As the Commercial Property Manager at Straight Line Investments, you will play a crucial role in overseeing the management, leasing, financial analysis, repairs & maintenance, Tenant relations, and vendor coordination of our Niagara commercial properties. Your attention to detail, strong negotiation...


  • St. John's, Newfoundland and Labrador, Canada Bluebayinvest Full time

    Unlock Your Potential as a Strategic Client Relationship ManagerEarn a competitive salary of CAD 80,000 - 100,000 per year in St. John's, Canada.About the RoleWe are seeking an exceptional Senior Relationship Manager to join our team at Bluebayinvest in Burnaby, BC. As a key member of our Client Relationship Team, you will be responsible for building and...


  • St. Albert, Alberta, Canada beBee Professionals Full time $28,000 - $35,000

    beBee Professionals in St. Albert is seeking a skilled Housekeeper (m/f/d) to join our cleaning team. As a key member of our team, you will be responsible for cleaning and maintaining residential and commercial properties to ensure they are spotless and comfortable for clients.Responsibilities:Clean and sanitize bathrooms, kitchens, and living spaces to the...


  • St. Catharines, Canada Dixon Commercial Investigators Full time

    **About Us**: At Dixon Commercial, we are dedicated to providing exceptional service to our clients while maintaining a collaborative and supportive work environment. We are currently seeking four motivated and customer-focused **Customer Service Agents** to join our team. This role will primarily focus on client outreach, answering inquiries, and supporting...