Current jobs related to Relationship Manager Prestige Banking - Lethbridge - CWB Financial Group

  • Agriculture Banking Professional

    3 weeks ago

    Lethbridge, Alberta, Canada Servus Credit Union Full time

    Job OverviewServus Credit Union, a leading member-owned credit union in Alberta, is seeking an experienced Agriculture Banking Professional to join our Business Banking team in Lethbridge. This role offers a unique opportunity to develop strong relationships with agriculture members and contribute to the growth of our business banking portfolio.About...

  • Senior Business Relationship Manager

    2 weeks ago

    Lethbridge, Alberta, Canada CWB Full time

    Company OverviewCWB is a forward-thinking bank that prioritizes building strong relationships with its clients, people, and investors. Our mission is to deliver exceptional value through personalized service, specialized expertise, and customized solutions.

  • Relationship Manager, Commercial

    8 months 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...

  • Business Banking Specialist

    2 weeks ago

    Lethbridge, Canada CWB Full time

    Role OverviewWe are seeking an experienced Business Banking Specialist to join our team in Lethbridge, AB. As a key member of our business banking team, you will be responsible for building and maintaining relationships with our clients, providing them with personalized service and expert advice on our financial products and services.About CWB BankCWB Bank...

  • Business Banking Specialist

    17 hours ago

    Lethbridge, Alberta, Canada Disability Solutions Full time

    About Us:At CWB Financial Group, we are dedicated to delivering proactive client experiences through personalized service, specialized expertise, and customized solutions. Our commitment to excellence drives us to continuously innovate and improve our products and services.Job Summary:This is an exciting opportunity to join our dynamic team as a Business...

  • Associate, Commercial Banking

    4 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...

  • Business Banking Associate

    4 months ago

    Lethbridge, Canada TD Bank Full time

    **Work Location**: Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy that’s...

  • Personal Banking Officer

    2 weeks ago

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

  • Personal Banking Officer

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

  • Banking Centre Leader Ii

    1 week 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

    2 weeks ago

    Lethbridge, 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 doPersonal Banking Officer - Lethbridge, AB.Roles...

  • Personal Banking Officer

    2 weeks ago

    Lethbridge, 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 doPersonal Banking Officer - Lethbridge, AB.Roles SpecificationsLocation...

  • Personal Banking Officer

    2 weeks ago

    Lethbridge, 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 Personal Banking Officer - Lethbridge, AB. Roles Specifications...

  • Personal Banking Officer

    2 weeks ago

    Lethbridge, Canada Disability Solutions 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 doPersonal Banking Officer - Lethbridge, AB.Roles SpecificationsLocation...

  • Mortgage Originator and Relationship Builder

    6 days ago

    Lethbridge, Alberta, Canada Bank of Montreal Full time

    About the Role">The Mortgage Specialist role at BMO Financial Group is an exciting opportunity for individuals who are passionate about helping customers achieve their dream of home ownership. As a key member of our team, you will be responsible for cultivating, building, and managing relationships with a referral network to drive business growth and...

  • Personal Banking Associate Trainee

    2 months 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 Customer Service Representative

    3 months 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 Location: Lethbridge, AB Put a new...

  • Customer Experience Associate

    6 days ago

    Lethbridge, Alberta, Canada TD Bank Full time

    Company OverviewTD Bank is a leading global financial institution with a commitment to delivering legendary customer experiences. As a Customer Experience Associate, you will play a key role in building deep and long-lasting relationships with our customers.Job DescriptionIn this role, you will be responsible for processing financial transactions,...

  • Personal Account Manager

    5 hours ago

    Lethbridge, Alberta, Canada Disability Solutions Full time

    Job Title: Personal Account ManagerJob Summary:Join our team as a Personal Account Manager and play a key role in delivering exceptional client experiences. As a strategic partner to account managers, you will be responsible for building and growing profitable client relationships, providing expert guidance on our products and services, and identifying...

  • Everyday Banking Advisor 2

    7 months ago

    Lethbridge, Canada ATB Financial Full time

    At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care,...

Relationship Manager Prestige Banking

4 months 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