Account Manager, Personal Banking

7 months ago

Langley, 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.

The opportunity

The Account Manager, Personal Lending supports our clients’ borrowing & investment 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 own lending portfolio. Your will work collaboratively with Personal Bankers as they navigate our clients investments.

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 & investment 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 4 years in a banking environment with strong hands-on experience in lending and have garnished an in-depth understanding of credit granting analysis.

Skills that will take you further- You are all about people. Be it your clients or your colleagues - you like communicating and connecting with others to provide solutions and build real, lasting relationships.- You’re able to see the bigger picture. Your client focus allows you to anticipate client’s need to go beyond expectations and drive opportunities to genuinely help others while growing business.- You’re a self-starter, independent and accountable. You are results-oriented, eager to learn and have a real interest in finances and how people spend and use their money.- You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and optimally in changing conditions. This means balancing the many tasks, demands and challenging priorities that arise in a day with a practiced ease and level head.- You’re computer savvy - MS Office Suite, as well as exposure to a lending, investment or banking system.- You have an interest in networking and business development, experience in this area is an asset.

Why work with us?
- Winners of Canada’s Most Admired Corporate Culture 2021 &_
- Recognized as one of 50 Best Workplaces in Canada by Great Place to Work® 2022_
- & _
- Best Workplaces for Mental Wellness in Canada 2021_

Values driven people first benefits

At CWB, we know your life, downtime, family, adventure, recovery, and future are an important part of you. They’re important to CWB too. That’s why our benefits take care of your whole life, family included.
- 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 flexi

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