Relationship Manager, Prestige and Personal Banking
1 week ago
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
Regular, Full-Time, On-site, Monday
- Friday 8:00am-4:30pm.
Location: Surrey Panorama Banking Centre
Put a new _spin _on your banking career
Our Personal Banking team includes a diverse group of finance professionals who strive every single day to achieve strong results for the bank and their clients. Our team of designated personal banking professionals know and understand the value of relationship building and brings that perfect combination of stellar stewardship, client support and financial expertise to the table. No day is ever the same in personal banking. Whether it’s providing proactive client solutions, stellar service support, consultation sessions or financial advice, we’re there every step of the way for our clients to ensure they reach their personal and business dreams. It’s this top service that we are known for.
The opportunity
Relationship Managers, Prestige, are our specialists in personal banking, helping our clients understand where their money is going and what it is doing. Things like purchasing a home, investing in retirement or helping their children go to post-secondary school. This means having the chance to truly steer and grow your own portfolio of business.
The day-to-day Relationship building.
Financial analysis & guidance. 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 to be crucial to their financial success.- Exercising and developing your financial knowledgebase - reading, learning, and actively seeking market data, lending strategies, investment activity and much more.- 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 portfolio management, quality, exposure limits and security requirements.- 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.
Qualifications- You’ve spent at least one year in a Canadian banking environment, with a strong background in sales and exposure to investing.- You’ve got some post-secondary education or equivalent experience.
Skills that will take you further- You are all about people. Be it your clients or your colleagues - you like communicating and connecting with others to provide solutions and build real, lasting relationships.- You’re able to see the bigger picture. Your client focus allows you to anticipate client’s need to go beyond expectations and drive opportunities to genuinely help others while growing business.- You’re a self-starter, independent and accountable. You are results-oriented, eager to learn and have a real interest in finances and how people spend and use their money.- You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and optimally in changing conditions. This means balancing the many tasks, demands and challenging priorities that arise in a day with a practiced ease and level head.- You’re computer savvy - MS Office Suite, as well as exposure to a lending or banking system.
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:
- 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-AL1
IND-AL
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 e
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