Relationship Manager, Commercial Banking

4 weeks ago

Kamloops, 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

Canadian Western Bank (CWB) is the only full-service bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a relationship-based approach to deliver a uniquely proactive client experience through highly personalized service, specialized expertise, customized solutions, and faster response times. We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services.

Our highly engaged teams operate within a client-centric, collaborative, and change-ready culture, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities.

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.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.

The CWB way
- Passion, motivation, & fit is important._

CWBs’ combined strengths in commercial banking, personal banking, and wealth management represent a comprehensive full-service experience, uniquely positioned to exceed the needs of successful business families. CWB teamteal is united, bound by principals, shared goals, strong values, and a passion for business owners. Each service offering on its own is unique and fulfilling, together, our service offerings are unparalleled. And we do it together - the CWB way.- Lifelong learner. The ongoing, voluntary, and self-motivated pursuit of knowledge. You seek out challenges, opportunities, feedback and are confident failing & failing forward, growing stronger with every experience to build successful momentum.- Client centric, collaborative & change ready. We invest in our culture, products, services, & processes to provide a differentiated & unrivalled client experience with every interaction We are resilient, tenacious, and determined to win. We succeed because we are proactive & purposeful.- Relationship builder & sales focused. We go above and beyond to build deep & relevant relationships. A client relationship built on trust and credibility is earned when you invest time, thoughtful consideration, and make valuable contributions with care and attention. We know just as much about our clients’ businesses as they do.- Provide practical solutions. We provide clear and sound advice on practical solutions. We draw from our collective expertise to deliver solutions & advice tailored to our individual clients’ needs. There is no one size fits all-we have a wardrobe of options to explore. With custom solutions, & specialized knowledge, we help busines

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