Relationship Manager, Cash Management
5 months ago
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
Relationship Manager, Cash Management
Role 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.
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._
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, coaching, mentorship, & opportunities for growth & innovation. Challenging work matched with recognition & rewards. Pay for performance incentives and all the vital benefits to take care of you and your loved ones because your whole wellness matters - physical, mental, financial, & spiritual We live for today, and plan for tomorrow. Your investments grow with us with our RSP & ESP programs. And being an owner brings a differentiated level of motivation, engagement, empowerment & reward -with CWB, every employee can be an owner. Need another reason?
- Find your _
- why_
LI-JR1
IND-ON
As an equitable employer, CWB Financial Group is committed to providing a safe and
- inclusive environment
where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require
accommodation
during any part of the recruitment or selection process, please reach out.
Closing Dat
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