Manager, Client Solutions Analytics

2 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.

Role Specifications

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

Location: Edmonton, Toronto, Vancouver, Calgary

CWB Bank

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.

CWB Corporate

Put a new
_spin _on your banking career
- The overwhelming majority of our employees say CWB is a Great Place to Work®_

We’re different from the big banks in
_the way_ we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.
- Our employees love CWB. You’ll love it here too._

Inclusion has power

Labels don’t matter here. But your perspective does.

Bring you. All of you. Data nerd. Indigenous hoop dancer. Gym junkie. Sign-language interpreter. Coder. Foodie. World traveler. Justice activist. Blogger. Veteran.

The opportunity

The Manager Client Solutions Analytics contributes to the overall success of the Business Banking and Personal Banking portfolios in Canada and is accountable to drive profitability analysis and recommendations to drive overall growth strategies, business intelligence, and product / portfolio analytics.

The role will work closely with their leader to support multiple business partners to ensure specific business goals, plans, initiatives are executed / delivered in support of the Bank’s overall business strategy and that all activities conducted are in compliance with governing regulations, internal policies and procedures. This role is a part of the team responsible for contributing in a variety of areas, including but not limited to projects to support business strategy and business cases, preparation for quarterly board reporting and executive packages, variable compensation programs and the regional rewards and recognition programs, portfolio insights, and various acquisition, engagement and retention strategies and campaigns.

Day-to-day activities

Financial and Client Pillar- Optimize the profitability of the Personal and Business banking portfolios by analyzing, designing, and executing analytics initiatives to drive revenue growth, including the improvement of client acquisition, engagement and retention through the use of customer data. Recommend initiatives that will accelerate growth, expand our client base, create stickier customers and improve NPS scores- Build enhanced customer and portfolio / product reports and dashboards with a holistic approach across our clients and segments focusing on profitability: NIM, spreads and customer lifetime value measurements- Identify and review strategic issues facing the business and provide analysis, decision support and recommendations for implementation ready strategies and tactics- Support (and with key stakeholders) the development of business cases, financial impact sizing, business modelling and analysis for various strategic initiatives and projects across Personal and Business banking- Support the validation and testing the data accuracy of the FTP roll-out and effectively capture, track, and measure business results, with a strong focus on identifying opportunities for deeper dives and new business prospects- Manage the reporting of the key financial measures and reporting packages for executive leadership, such as “The Metrics that Matter”, Sales Pipeline reporting and Incentive Plans- Develop new reporting and dashboards as required-
- Support campaign analytics and related test and learn strategies to drive acquisition, retention and

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