Manager, Personal Banking

5 days ago

Coquitlam, 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

CWB is a bank built for business owners

Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us.

Our Personal Banking team includes a diverse group of finance professionals who strive every single day to achieve strong results for the bank and their clients. Our team of designated retail banking professionals know and understand the value of relationship building and brings that perfect combination of stellar stewardship, client support and financial expertise to the table. No day is ever the same in retail banking. Whether it’s providing proactive client solutions, stellar service support, consultation sessions or financial advice, we’re there every step of the way for our clients to ensure they reach their personal and business dreams. It’s this top service that we are known for.

The opportunity

People leadership. Client experience. Business growth. Risk management. Brand ambassador.

Our employees are more than just numbers - we are proud of the welcoming and open culture that invests in our people. We are seeking a dynamic sales and service driven Manager, Personal Banking to lead our Richmond team We are looking for someone who understands what is important to business owners and wants to grow and develop the Personal Banking and Cash Management business in our branch to be in sync with our overall strategic goal. This is an exciting opportunity to showcase your coaching and leadership abilities within CWB’s personalized and customer-focused culture. Leading & minimizing risk while growing business and delivering on strategic objectives expansive of:
- People: Recruit, mentor, coach, develop and engage successful employees - investing in & empowering our greatest strategic asset.- Clients: Deliver a proactive, personalized, & specialized client experience that is consistent and flawless across all channels and businesses.- Investors: Enhance our use of resources, opportunities and capabilities for profitable balanced growth in all industries and segments.

Expected business results- Facilitate and enhance market awareness and productive relationships within the local business and professional community.- Strong portfolio growth in personal deposits and lending products.- Strong, profitable growth in full-service client relationships, inclusive of corresponding levels of banking fee income and wealth management assets under management.- Sound risk management and operational practices demonstrated through solid credit performance and continuous compliance with parameters of CWB’s operational and regulatory risk appetite/policies/ procedures.

Foundational knowledge and experience to grow from

You’ve got a post-secondary degree or equivalent demonstrated experience. You’ve spent 6 years in banking inclusive of 5 years celebrated sales mentoring and leadership. You possess highly developed relationship building skills and proven capability to articulate customer value with a honed passion for supporting and carrying out sales & coaching initiatives. Small business or commercial banking exposure would be considered an asset.

Capabilities that will take you further

Client centric: Deliver outstanding client experiences at every interaction and complete 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.

People first leadership: Lead with intention. Foster an approach that aligns with CWB values and achieves targeted results. Promote and facilitate change, demonstrate a growth mentality, cultivate a learning dedication, and champion strong employee engagement.

Relationship builder. Building, growing, and maintaining profitable, long lasting and genuine relationships with CWB clients with highly developed client facing and relationship development skills, with the ability to optimally articulate value.

Sales & sales strategy development. Developing a strategy and implementing a marketing plan to achieve personal asset growth as per agreed targets. Driving personal sales activity through your own channels

Sales focused coaching. Honed passion in supporting and implementing sales and mentorship initiatives.

Collaboration. Seamlessly interacting with Business Banking, Wealth, and other internal partners to drive and improve business referrals across CWB.

Agility. Strong and highly flexible, s

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