Client Relationship Agent

2 weeks 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.

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,
_united_ as one.

Inclusion has power.

Labels don’t matter here. But your perspective does.

Bring you. All of you. Feminist. Ally. Outdoor enthusiast. Indigenous elder. Storyteller. Artist. Landscape photographer. Animal rights activist. Student.

The Opportunity

Our Client Relationship Agents are the backbone of the Motive Financial team, and we rely on them to deliver our best, every day. Connecting with clients to strengthen current relationships and attracting new customers by providing knowledgeable, friendly and efficient delivery of Motive Financials deposit products and services.

Do you go above and beyond for customers? Want a career in banking? Keep reading, this may be just what you’re looking for

The Day to Day.
- Provide a high level of customer service that consistently goes above and beyond by asking open ended discovery questions and demonstrating active listening to ensure all our client’s financial needs are being met.
- Build strong, long-lasting relationships with each individual client and consistently follow up to continue to build trust.
- Perform detailed portfolio reviews and explorations with each client to bring together their financial needs under Motives services.
- Ensure policy and procedures are followed to ensure Motive’s retail administration is functioning optimally and aligns with applicable policies & regulatory requirements in all areas of retail banking and retail operations including deposits and investments.
- Support the team through peer-to-peer mentoring, identifying and implementing operational improvement initiatives and assist with tasks and duties outside of the normal scope when required.
- Treat all partners with professionalism, dignity and respect and support an environment where people can contribute and excel.
- Demonstrate strong interpersonal skills that contribute to working successfully in a diverse working environment.

Foundational knowledge and experience to grow from
- Some post-secondary education, or equivalent experience.
- Two or more years of sales, business development and market experience.
- Banking experience and experience in a call centre environment is considered an asset

Skills and competencies that will take you further

Customer centric. Service orientated. Administratively proficient.

Customer Centric. You are all about people. Be it your clients or your colleagues - you like communicating and connecting with others to provide solutions and form lasting relationships.

Results-motivated. especially in a lively, fast-paced team environment.

Adaptable: Are comfortable working in a lively setting where you are required to identify and respond to changes quickly, addressing customer inquiries or concerns.

Administratively proficient: Respectful of information and data, you are accurate and detailed in your approach, execution & follow up.

Confident & assertive: Sound in your knowledge, you deliver communication with tact & diplomacy.

Organization and time management. You have the knack to reliably handle several priorities simultaneously.

Optimizer: Commitment to working and supplying to continuous improvement of internal processes.

Technically proficient: You are comfortable with Microsoft Office Suite of products and are adapt at learning new software as needed.

Great teammate: You work well with colleagues while aspiring to meet personal goals.

Why work
_with_ us?
- Your success is our obsession._

If you are obsessed with client success - we will surround you with a strong foundation of care, support, autonomy & know-how to make it happen. Learning, development, c

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