Private Banking Specialist

6 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.

Roles Specifications

Everyday flexibility. Hybrid work environments. On-site requirements. Collaborative connections.

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.

The Opportunity

Areas of Focus

Personal Financial Services- Execute on the direction of the Private Banker in the delivery and development of personal financial services to clients and prospects by taking care of all administration related to opening of accounts, facilitating purchases of investment products and any other products or services- Work alongside the Private Banker and other credit structuring resources to assess, structure, and underwrite personal lending requests including complex, tax-driven lending requests.- Take direction from the Private Banker to support client coordination to and from other business lines in CWB including partner companies.- Serve as primary client contact when the Private Banker is out of the office meeting with clients and prospects and be able work independently to execute on client requests and provide a “concierge-like” level of service.- Proactively identify opportunities when reviewing client statements and information to bring to the Private Bankers attention for action.- Ensure KYC (Know Your Client) is utilized regularly for Client retention and relationship building.- Ensuring client requests are dealt with immediately and keeping both the client and Private Banker apprised of the progress.

Administration & Compliance Management- Support Private Banker in overall management of client compliance.- Support Private Banking in monitoring and managing the ongoing risks within the lending portfolio.- Responsible for the compliance requirements associated with portfolio.- Ensure accurate data collection and input of client data for relationship and regulatory purposes.- Accountable for adhering to CWB policies with every client interaction.- Ensure policies and procedures are followed, escalating exceptions as described.- Ensure timely and consistent follow-up for account reviews.- Maintain up-to-date knowledge of competitor products & services.

Who we’re looking for & what you’ve done

Core knowledge requirements- 4+ years of Personal banking experience.- Proficient in all aspects of personal banking including personal lending.- Commercial credit structuring experience would be an asset.

Demonstrated Experience- Ensures and maintains client satisfaction with the product and services offered by CWB and our partner companies.- Strong customer service and troubleshooting skills.- Client driven - interested in the client, greets them with a smile, makes eye contact, adapts tone and pace, is timely, observes client to decide approach to use.- Follows policies and procedures when completing tasks.- Exceptional conflict resolution and objection handling skills.- Highly flexible, with solid interpersonal skills that allow one to work effectively in a diverse working environment.- Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times.- Strong attention to detail.- Working knowledge of Microsoft Office..

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

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