Manager, Personal Banking Administration

7 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.

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.

The opportunity

The primary focus of the Manager, Personal Banking Administration is to maintain established programs and procedures to ensure the branch’s personal administration is functioning effectively and complies with policies and regulatory requirements in all areas of personal banking and operations.

Day to day- Prepare and monitor monthly and quarterly reports including branch non-interest expenses- Assist the retail team to ensure branch activities and processes are followed to promote the retention and growth of existing clients, as well as attract new clients to effectively meet their banking and financial needs and meet branch targets and goals.- Professionally and actively refer clients to Account Managers who will explore potential solutions to solve the problems identified.- Provide a high level of customer service that consistently exceeds expectations and enhances the relationship with the client.- Provide general supervision/support to the retail area, particularly during times of high volume, vacation relief, and extended periods of absenteeism for any reason.- Implement and maintain programs and procedures to ensure the branch’s retail administration is functioning effectively and complies with applicable policies & regulatory requirements in all areas of retail banking and retail operations. Ensure an inspection rating of Satisfactory is maintained with limited major and repeat findings identified.- Provide ongoing coaching, both scheduled and impromptu, with direct reports to develop skills and confidence which will enhance client relationships and grow the retail banking portfolios.- Support the Manager, Sales & Service at all times to ensure ongoing cooperation and example to all other staff. Replace the Manager, Sales & Service during absence due to holidays or illness, etc.

People leadership. Client experience. Detail Oriented. Collaboration. Organization.

Skills and competencies that will take you further- Excellent knowledge of all Bank and partner company’s products & services.
- Working knowledge of Canadian Banking Regulations.
- Ability to create a positive work environment where employees are motivated to do their best.
- Proven excellence in interpersonal and organization skills.
- Inspires and persuades others to voluntarily follow directions and pursue and achieve goals
- Proven problem solving and analytical skills.
- Proven ability to identify cross-sell/referral opportunities.
- Intermediate knowledge of Microsoft Office products and KYC program.

Foundational knowledge and experience to grow from- Diploma/degree in related field
- Minimum 5 years banking experience
- 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 options to unplug, rest & recover. Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups. Career development. We commit to our employees’ development and help them reach their professional goals with organization wide coaching services, mentorship, education support & training programs. Strategic career design

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