Account Manager, Personal Banking

3 months ago

Edmonton, 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.

Roles Specifications

Everyday flexibility. Hybrid work environments. On-site requirements. Collaborative connections.

Put a new
_spin _on your banking career

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,
_united_ as one.

The opportunity

Our Account Managers partner together to support our clients’ borrowing needs as they move through the various stages of life while maximizing their financial portfolio. Whether they need support when purchasing a home, investing in retirement, or helping their children go to post secondary school - CWB has the right product & solution. This means having the chance to truly steer and grow your portfolio within your area of expertise. You will work collaboratively as a team, navigating our clients’ investments & lending needs.

The day to day

Relationship building. Fulfill borrowing needs. 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 trends, and shifts in the economy that will influence borrowing- 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 effective lending portfolio management.- Sharing your
- _lending expertise_ of financial products and solutions with clients and your colleagues - supporting their knowledge and participating in team meeting or 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.

Foundational knowledge & experience you will grow with

You’ve got some post-secondary education and have spent a few years in a personal banking environment with hands-on experience in personal lending and have garnished an in-depth understanding of credit granting analysis & if you’re an investor.

Skills that will take you further

Client focused: Deliver outstanding client experiences at every interaction and execute 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.

Lifelong Learner. The ongoing, voluntary, and self-motivated
_ pursuit of knowledge._

Problem solving & advisement. Ability to provide clear and sound advice on practical solutions to complex issues.

Winning aspiration. Ability to be success in a dynamic environment arising from diverse responsibilities, complex processes, multiple stakeholders, and shifting deadlines by utilizing effective prioritization, planning, escalation, and teamwork.

A true
_ #tealmate_
- ._ Live & champion CWB values. Represent the CWB Brand with honour and integrity, embodying our culture in a way that prioritizes collaboration and respects individuality. Respect the code:
_OneCWB Growing Together._

day, with our employee share purchase plan.

Why work
_with_ us?
- Your success is our obsession _
- And our benefits back it up_
- ._

Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, company-funded health coverage, health care spending account, a flexible wellness program & generous time-away

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