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Account Manager, Personal Banking

4 months ago

Nanaimo, 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 Financial Group (CWB) is on a mission to become the
_best full-service _bank for business owners of Canada.

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 personal 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 personal 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.

Canadian Western Bank (CWB) is growing exponentially. Our proactive nature, financial expertise and collaborative advisement is in high demand.

The opportunity

Our Account Managers partner together to support our clients’ borrowing needs as they move through the various stages of life while maximizing their financial portfolio. Whether they need support when purchasing a home, investing in retirement, or helping their children go to post secondary school - CWB has the right product & solution. This means having the chance to truly steer and grow your portfolio within your area of expertise. You will work collaboratively as a team, navigating our clients’ investments & lending needs.

The day to day

Relationship building. Fulfill borrowing needs. Sales. Process & operations.- Dynamically fluid and purpose driven days that put you in the driver’s seat. Building, growing, and maintaining profitable, long lasting, and genuine relationships with CWB clients.- Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.- Exercising and developing your financial knowledgebase - reading, learning, and actively seeking market data trends, and shifts in the economy that will influence borrowing- Using customer insights to drive and guide your prioritization and handling of key relationships, information, and documentation. Developing strategies and scheduling for each account, while focusing on effective lending portfolio management.- Sharing your
- _lending expertise_ of financial products and solutions with clients and your colleagues - supporting their knowledge and participating in team meeting or sharing your
- _expertise of financial products and solutions_ with clients and your colleagues - supporting their knowledge and participating in team meetings.- Spreading positive vibes and collaborating with a team you’re proud to be a part of.

Foundational knowledge & experience you will grow with

You’ve got some post-secondary education and have spent a few years in a personal banking environment with strong hands-on experience in lending and have garnished an in-depth understanding of credit granting analysis & if you’re an investor, you’re got your Mutual Funds License to boot

Skills that will take you further

Client focused: Deliver outstanding client experiences at every interaction and execute 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.

Lifelong Learner. The ongoing, voluntary, and self-motivated
_ pursuit of knowledge._

Problem solving & advisement. Ability to provide clear and sound advice on practical solutions to complex issues.

Winning aspiration. Ability to be success in a dynamic environment arising from diverse responsibilities, complex processes, multiple stakeholders, and shifting deadlines by utilizing effective prioritization, planning, escalation, and teamwork.

A true
_ #tealmate_
- ._ Live & champion CWB values. Represent the CWB Brand with honour and integrity, embodying our culture in a way that prioritizes collaboration and respects individuality. Respect the code:
_OneCWB Growing Together._

Why work with us?
- Values driven people first benefits_

Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, 100% 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