Client Relationship Agent

5 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.

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

  • Real Estate Agents Realtor®

    5 months ago

    Edmonton, Canada Elite Agent Collective Full time

    **We need agents to join our growing team. We have incredible systems and training in place and need agents who can quickly integrate, are good with technology, and are ready to take on leads quickly and grow their business.** Are you starting a new career in Real Estate or looking to go to the next level? Our agents spend the most time doing what they love...

  • Client Support Agent

    5 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...

  • Client Relationship Specialist

    2 months ago

    Edmonton, Canada ATB Financial -Argyll Agency Full time

    **As a Client Relationship Specialist**, you are a member of an Agency who is responsible for providing face-to-face core banking services to our ATB clients. This involves providing professional and efficient customer service by identifying client needs and matching them with the right products, solutions and experts. - Please note: In this role you will...

  • Client Relationship Specialist

    5 months ago

    Edmonton, Canada At The Helm Full time

    On Behalf of **Gryphon Benefits and Insurance**: Seeking Client Relationship Specialist with Prior Benefits Experience! **Who we are**: Based in Edmonton, AB, **Gryphon Benefits & Insurance** is one of Alberta’s leading providers of employee benefits consulting. Renowned for our client-centric approach, we prioritize strong relationships and efficient...

  • Real Estate Agent

    5 months ago

    Edmonton, Canada Nexxus Group Full time

    **HIRING PASSIONATE REAL ESTATE AGENTS!** The Nexxus Group is a rapidly growing team of real estate professionals serving Edmonton and surrounding areas. Our team consists of skilled negotiators and problem solvers who thrive on going above and beyond for their clients.We understand that buying or selling a home is _**more than just a transaction**:_it’s...

  • Client Relationship Manager

    2 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners...

  • Real Estate Agent

    5 months ago

    Edmonton, Canada Nexxus Realty Group Full time

    **HIRING PASSIONATE REAL ESTATE AGENTS!** The Nexxus Group with Royal LePage ArTEAM is a rapidly growing team of real estate professionals serving Edmonton and surrounding areas. Our team consists of skilled negotiators and problem solvers who thrive on going above and beyond for their clients.We understand that buying or selling a home is _**more than just...

  • Client Relationship Manager

    2 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryClient-Focused RoleThis position requires a client-focused sales professional with strong problem-solving skills to maximize each client interaction. As an RBC ambassador, you will add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals.Key ResponsibilitiesProactively engage with...

  • Business and Client Relationship Manager

    5 months ago

    Edmonton, Canada Empire Drywall Ltd Full time

    _**The role**_ We have an exciting opportunity for a **Business and Client Relationship Manager **to join Empire Drywall Ltd, in Edmonton, AB. The Business and Client Relationship Manager plays a critical role in fostering positive relationships between Empire Drywall and its clients, ensuring client satisfaction, and driving business growth. This position...

  • Client Relationship Manager

    3 months ago

    Edmonton, Alberta, Canada Arthur J. Gallagher & Co. (AJG) Full time

    IntroductionJoin a dynamic team at Arthur J. Gallagher & Co., where your expertise in problem-solving will be valued as we tackle risk management challenges together. We are a diverse group committed to excellence, and as part of our organization, you will play a crucial role in protecting businesses and supporting their growth ambitions. Together, we will...

  • Client Relationship Manager

    1 month ago

    Edmonton, Alberta, Canada Arthur J. Gallagher & Co. (AJG) Full time

    IntroductionJoin a dynamic team at Arthur J. Gallagher & Co., where your expertise in problem-solving will be valued as we tackle risk management challenges together. We are a diverse group committed to excellence, and as part of our organization, you will play a crucial role in protecting businesses and supporting their growth ambitions. Together, we will...

  • Client Relationship Specialist

    5 months ago

    Edmonton, Canada Otis Canada Inc Full time

    Otis Elevator Company is searching for a highly motivated Client Relationship Specialist responsible for account management for all customers within the assigned geography. **Essential Responsibilities** - Prospect, build, and maintain customer relationships, achieve or exceed sales objectives, and serve as technical sales consultant to customers in the...

  • Leasing Agent

    5 months ago

    Edmonton, Canada Arbutus Properties Full time

    **Leasing Agent** Arbutus Properties is a leading commercial and residential property development company, offering a dynamic work environment, attractive compensation and benefits package, and vast opportunity for advancement. We are currently seeking a **Leasing Agent **with a strong work ethic, the desire to be part of a team, and the skills to assist in...

  • Client Advisor

    3 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly motivated and client-focused Client Advisor to join our team. As a Client Advisor, you will be responsible for providing exceptional sales and service expertise to our clients, building strong relationships, and identifying opportunities to drive business growth.Key ResponsibilitiesProactively engage with clients to...

  • Assistant Manager, Client Support

    5 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: - 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 Assistant Manager, Client Support Role...

  • Insurance Agent

    4 weeks ago

    Edmonton, Alberta, Canada DGN Insurance Ltd. Full time

    Job Title: Insurance Sales AgentWe are seeking a highly motivated and customer-focused Insurance Sales Agent to join our team at DGN Insurance Ltd.Job SummaryThe successful candidate will be responsible for selling insurance products to clients, identifying potential markets, and providing excellent customer service.Key ResponsibilitiesInsurance Sales: Sell...

  • Insurance Agent

    4 weeks ago

    Edmonton, Alberta, Canada DGN Insurance Ltd. Full time

    Job Title: Insurance Sales AgentWe are seeking a highly motivated and customer-focused Insurance Sales Agent to join our team at DGN Insurance Ltd.Job SummaryThe successful candidate will be responsible for selling insurance products to clients, identifying potential markets, and providing excellent customer service.Key ResponsibilitiesInsurance Sales: Sell...

  • Client Advisor

    3 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionKey ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized advice and solutionsFocus on client education and demonstration, leveraging technology to deliver a memorable client experience and drive salesRespond to client-initiated contact, assisting with a full range of financial...

  • Insurance Account Representative

    5 months ago

    Edmonton, Canada Tan Dang Insurance Agency Ltd Full time

    **About us** Join our southside insurance and financial services agency for Desjardins Insurance. Job Summary: **Responsibilities**: - Review policy coverages and assist with billing questions - Analyze clients' insurance needs and recommend appropriate coverage options - Develop and maintain relationships with clients to ensure customer satisfaction -...

  • Real Estate Agent

    5 months ago

    Edmonton, Canada Royal LePage Noralta Real Estate Full time

    Overview: We are seeking motivated Real Estate Agents to join our team. As a Real Estate Agent, you will be responsible for assisting clients in buying, selling, and renting properties. This is an exciting opportunity to work in a fast-paced industry and help individuals achieve their real estate goals. **Duties**: - Assist clients in buying, selling, and...