Relationship Manager Prestige Banking

2 weeks ago

Lethbridge, 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:
- 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: Lethbridge 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- Canadian banking background and sales experiences are strong assets.- 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 encouraged to bring your whole self to work. Dignity, respect and eq

  • Relationship Originator

    22 hours ago

    Lethbridge, Alberta, Canada TD Bank Full time

    Company OverviewTD Bank is one of Canada's largest banks, serving millions of customers across the country. We are committed to delivering exceptional customer service and exceeding customer expectations. Our team of professionals works together to achieve our goals and drive business growth.Job SummaryThis is an exciting opportunity to join our team as a...

  • Relationship Manager, Business Markets

    4 days ago

    Lethbridge, Alberta, Canada Hager & North Investment Funds Ltd Full time

    Join to apply for the Relationship Manager, Business Markets role at PH&N Institutional.What is the opportunity?You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC's ambassador to the local business market. Applying your...

  • Relationship Manager, Business Markets

    4 days ago

    Lethbridge, Canada Hager & North Investment Funds Ltd Full time

    Join to apply for the Relationship Manager, Business Markets role at PH&N Institutional.What is the opportunity?You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC’s ambassador to the local business market. Applying your...

  • Relationship Manager, Business Markets

    2 weeks ago

    Lethbridge, Canada RBC Full time

    Job SummaryWhat is the opportunity?You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC’s ambassador to the local business market. Applying your mindset for external marketing and client acquisition, you will develop new...

  • Relationship Manager, Business Markets

    2 weeks ago

    Lethbridge, Canada PH&N Institutional Full time

    Job SummaryWhat is the opportunity?You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC’s ambassador to the local business market. Applying your mindset for external marketing and client acquisition, you will develop new...

  • Relationship Manager Intern, Business Markets

    3 weeks ago

    Lethbridge, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As our Relationship Manager Intern, you are in a proactive, face-to-face client relationship role in RBC’s Commercial Banking platform. The program is based primarily in a Commercial Centre and lasts approximately 9 months. A mentor is assigned to coach you throughout your training. This opportunity prepares...

  • Commercial Banking Professional

    1 day ago

    Lethbridge, Alberta, Canada TD Bank Full time

    Job DescriptionAs a Business Banking Relationship Originator at TD Bank, you will be responsible for leading all aspects of account management, credit and operational risk for an assigned portfolio. You will act as a confident business banker expected to meet the needs of customers by providing creative products/solutions. You will develop and maintain...

  • Relationship Manager, Commercial

    2 weeks ago

    Lethbridge, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • ATB Financial Relationship Manager

    24 hours ago

    Lethbridge, Alberta, Canada ATB Financial Full time

    Job DescriptionThis Client Service Representative role is a union-represented position requiring Saturday shifts on a rotating basis. The opportunity is temporary, lasting four months from May to August. You will be based out of the Lethbridge Highlands branch but may need to travel to neighboring branches on occasion.As ATB Financial's next Client Service...

  • Personal Banking Officer

    4 weeks ago

    Lethbridge, 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: - 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 **Personal Banking Officer - Lethbridge, AB.** **Roles...

  • Personal Banking Associate

    3 weeks ago

    Lethbridge, Canada TD Bank Full time

    **Work Location**: Lethbridge, Alberta, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $42,000 - $55,900 CAD **Department Overview**: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service...

  • Banking Centre Leader Ii

    3 weeks ago

    Lethbridge, 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...

  • Personal Banking Officer

    4 weeks ago

    Lethbridge, Canada CWB Full time

    At CWB , a subsidiary of National Bank, 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 doPersonal Banking OfficerRoles...

  • Banking Advisor

    2 weeks ago

    Lethbridge, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Financial Relationship Expert

    4 days ago

    Lethbridge, Alberta, Canada Hager & North Investment Funds Ltd Full time

    Join our team as a Financial Relationship Expert and take your career to the next level!About the RoleAs a Financial Relationship Expert, you will be responsible for developing and executing targeted business strategies to drive growth and revenue. Your primary goal will be to build and maintain strong relationships with high-value small business clients.Key...

  • Banking Advisor Intern

    6 days ago

    Lethbridge, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Vendor Relationship Manager

    13 hours ago

    Lethbridge, Alberta, Canada TransCanada Turbines Full time

    **Role Description:**We are seeking an experienced Vendor Relationship Manager to join our team in Airdrie, Alberta. The successful candidate will be responsible for developing and maintaining strong relationships with vendors, ensuring timely delivery of goods, and providing exceptional customer service. Responsibilities:Develop and maintain vendor...

  • Relationship Management Associate

    2 weeks ago

    Lethbridge, Canada Farm Credit Canada Full time

    Closing Date (MM/DD/YYYY): 02/25/2025 Worker Type: Permanent Language(s) Required: English Term Duration (in months): Salary Range (plus eligible to receive a performance based incentive, applicable to position) : $52,879 - $71,543 Lending admin knowledge and an agriculture background needed: Use your passion for providing extraordinary customer service to...

  • Relationship Manager

    7 hours ago

    Lethbridge, Alberta, Canada ATB Financial Full time

    Key AccountabilitiesSpend 80% or more of your day engaging with clients, understanding their needs, and delivering tailored solutions to meet their financial objectives.Become an expert in ATB's products and services, enabling you to provide informed advice and guidance to clients.Foster strong relationships with clients through active listening, empathy,...

  • Personal Banking Officer

    4 weeks ago

    Lethbridge, Alberta,, Alberta, Canada CWB Full time

    At CWB , a subsidiary of National Bank, 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 doPersonal Banking OfficerRoles...