Relationship Manager, Cash Management

4 days ago

Abbotsford, 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 as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

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.

Obsessed with helping our clients experience all that CWB has to offer - the Cash Management Relationship Manager Role is a non lending role, responsible for proactively driving the sale of cash management products, services, and deposits, by building & fostering a portfolio of diversified full-service business commercial clients under $10MM, in a specified geographical market. This individual contributor role is primarily passionate about proactively sourcing new-to-bank client relationships. This is done through active prospecting, earning referrals from existing clients and working with members in our other lines of business as an active member of the branch deal team

Relationship Manager Cash Management retains a non lending portfolio of existing clients and is responsible for growing that existing branch client relationship (“80% franchising”), by identifying referrals to colleagues in other lines of business and collaborating with them to create meaningful full-service relationships.

What your day will look like

Client Centric. Deliver outstanding client experiences at every interaction and follow through on plans to continuously build the client experience, 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. Undertake dedicated sales activities, including proactive prospecting and regular communication with existing clients, to help with annual deposit, cash management growth and offering full-service cash management solutions to business owners.

Networking. Coordinating and participating in regular branch activities with the business banking team while growing your network to help drive growth of.

Learning. Although you’ve developed a strong banking foundation, you are always identifying trends and growing your knowledge on your next client or business area to achieve ultimate success and strong results from you and your team.

Data integrity. Ensure customer information is accurate and follows policy and procedures for an outstanding customer experience

Foundational knowledge and experience to grow from

Capabilities that will take you further

Play to win approach. You move quickly and efficiently as needed to support clients and your colleagues. You do so accurately and intentionally. You are proactive by nature, anticipating and preparing yourself and your clients accordingly.

Relationship builder: Develop and implement a relationship strategy for each client, identifying the key issues surrounding the relationship and implement a strategy to facilitate the expansion of our partnership.

Sales activation: Proven executor of sales, marketing, and call plans

Analytical: Optimize both data & relationships while practising proactive risk management in a highly focused environment - a win/win determination.

A strategic planner. You’ve heard it your whole life, but you’re a planner and an excellent one at that. Your highly developed eye for details and strategy allows you to set successful plans that result in achievements and business successes.

An encouraging teammate. You love to work collaboratively. You see the value in working together and have achieved many professional wins because of this mentality.

Think big and beyond. Although you pride yourself in being detail oriented and can see well into the weeds of problems, it is your curiosity about strategy and solutions that sets you apart from your peers

Why work with us?

Your success is our obsession And our award-winning culture & benefits back it up.

Proudly recognized by Great Places to Work in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston 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’ dev

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