Current jobs related to Relationship Manager, Prestige Banking - Courtenay - CWB Financial Group
-
Relationship Manager Intern
1 week ago
Courtenay, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and proactive Relationship Manager Intern to join our Commercial Financial Services team. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our commercial business clients.Job DescriptionThe Relationship Manager Intern will be...
-
Relationship Manager Intern
1 week ago
Courtenay, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and proactive Relationship Manager Intern to join our Commercial Financial Services team. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our commercial business clients.Job DescriptionThe Relationship Manager Intern will be...
-
Senior Banking Services Manager
4 weeks ago
Courtenay, British Columbia, Canada CIBC Full timeJob Title: Senior Banking Services ManagerCompany: CIBC BankWe are seeking a talented and experienced professional to lead our Personal Banking Services team. As a Senior Banking Services Manager, you will be responsible for providing exceptional customer experience and driving business growth.Key Responsibilities:Customer Experience: Lead a team of...
-
Relationship Manager, Business Markets
1 week ago
Courtenay, Canada Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC’s ambassador to the local business market. Applying your mindset for external marketing and client acquisition, you...
-
Relationship Manager, Business Markets
1 week ago
Courtenay, Canada Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises. You are RBC’s ambassador to the local business market. Applying your mindset for external marketing and client acquisition, you...
-
Business Relationship Manager
4 months ago
Courtenay, Canada Coastal Community Credit Union Full time**Position Type**: Permanent **Together, Let’s Do Great Things!** Coastal Community Credit Union is the largest financial services organization based on Vancouver Island and the Gulf Islands and serves over 110,000 members and clients through its 24 branches, 16 insurance offices and 4 business centers. Coastal Community is committed to improving...
-
Banking Centre Leader Ii
4 months ago
Courtenay, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Mortgage Banking Specialist
1 week ago
Courtenay, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full timeAbout Us:The Toronto-Dominion Bank (Canada) is a leading global financial institution with a rich history of innovation and customer-centricity. Our mission is to enrich the lives of our customers, communities, and colleagues through legendary customer experiences.Job Summary:We are seeking a highly motivated and customer-focused Mortgage Banking Specialist...
-
Mortgage Banking Specialist
1 week ago
Courtenay, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full timeAbout Us:The Toronto-Dominion Bank (Canada) is a leading global financial institution with a rich history of innovation and customer-centricity. Our mission is to enrich the lives of our customers, communities, and colleagues through legendary customer experiences.Job Summary:We are seeking a highly motivated and customer-focused Mortgage Banking Specialist...
-
Banking Centre Leader II
3 weeks ago
Courtenay, British Columbia, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Banking Centre Leader II to join our team at CIBC. As a key member of our organization, you will be responsible for leading a team of financial services professionals to deliver exceptional customer experiences.Key ResponsibilitiesCustomer Experience - Provide leadership and guidance to your team...
-
Banking Centre Leader II
3 weeks ago
Courtenay, British Columbia, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Banking Centre Leader II to join our team at CIBC. As a key member of our organization, you will be responsible for leading a team of financial services professionals to deliver exceptional customer experiences.Key ResponsibilitiesCustomer Experience - Provide leadership and guidance to your team...
-
Indigenous Community Liaison
3 weeks ago
Courtenay, British Columbia, Canada CIBC Full timeAbout the RoleCIBC is seeking a dedicated and culturally sensitive individual to join our Personal and Business Banking Team as an Indigenous Community Liaison. In this role, you will be the first point of contact for clients from diverse Indigenous backgrounds, providing exceptional customer service and support.Key ResponsibilitiesClient Engagement: Develop...
-
Indigenous Community Liaison
3 weeks ago
Courtenay, British Columbia, Canada CIBC Full timeAbout the RoleCIBC is seeking a dedicated and culturally sensitive individual to join our Personal and Business Banking Team as an Indigenous Community Liaison. In this role, you will be the first point of contact for clients from diverse Indigenous backgrounds, providing exceptional customer service and support.Key ResponsibilitiesClient Engagement: Develop...
-
Banking Centre Leader II
3 weeks ago
Courtenay, British Columbia, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Banking Centre Leader II to join our team at CIBC. As a key member of our organization, you will be responsible for leading a team of financial services professionals to deliver exceptional customer experiences.Key ResponsibilitiesCustomer Experience - Provide leadership and guidance to your team...
-
Banking Centre Leader II
3 weeks ago
Courtenay, British Columbia, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Banking Centre Leader II to join our team at CIBC. As a key member of our organization, you will be responsible for leading a team of financial services professionals to deliver exceptional customer experiences.Key ResponsibilitiesCustomer Experience - Provide leadership and guidance to your team...
-
Business Development Manager
1 week ago
Courtenay, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and experienced Business Development Manager to join our team at the Royal Bank of Canada. As a key member of our Commercial Banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing expert financial advice to help...
-
Business Development Manager
1 week ago
Courtenay, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and experienced Business Development Manager to join our team at the Royal Bank of Canada. As a key member of our Commercial Banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing expert financial advice to help...
-
Relationship, Couples Counsellor
4 months ago
Courtenay, Canada Treehouse Therapy Inc. Full timeWe are growing! - **We are seeking a registered therapist with a minimum of 5 years experience with with advanced training and specialization in working with couples. **_ - *contract position*_ **Who We Are**: Treehouse Therapy is a multidisciplinary counselling practice offering comprehensive in person services for children, youth, families, couples and...
-
Customer Relationship Specialist
3 months ago
Courtenay, Canada Mackenzie Gartside & Associates - Select Mortgage Full timeAs our Client Relationship Specialist, you’ll be a key player in our organization, responsible for cultivating love and appreciation with every interaction. You will focus on generating new business and referrals from our existing databases and social media platforms, looking for opportunities to leave a positive and lasting impression, ensuring a...
-
Business Development Manager
4 days ago
Courtenay, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?You will provide expert business and financial guidance to high-value small business clients, helping them navigate growth and success. As RBC's ambassador to the local business market, you will develop new business opportunities and deepen client relationships. Partnering with other RBC advisors and...
Relationship Manager, Prestige Banking
4 months ago
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 Financial Group (CWB) is on a mission to become the _best full-service _bank for business owners of Canada.
- Our Prestige 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 Relationship Manager, Prestige Banking 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?- Your success is our obsession And our award-winning culture & benefits back it up.
- Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.- Wellness matters_. We offer an award-winning benefits package that includes:- Hybrid work environments
- Everyday flexibility
- Generous company-funded health coverage
- Health care spending account
- A flexible wellness program
- generous time-away options to unplug, rest & recover- 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- Bring your whole self to work._ Inclusion is a journey requiring practice & experience to result in a powerful ou
