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Account Relationship Manager

2 months ago

Vancouver, British Columbia, Canada CWB Full time
About the Role

We are seeking a highly skilled and motivated Account Relationship Manager to join our team at CWB. As a key member of our business banking team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth through proactive sales and relationship management.

Key Responsibilities
  • Develop and implement a relationship strategy for each client, identifying key issues and opportunities for growth
  • Provide full-service solutions for clients, including cash management and deposit products
  • Undertake dedicated sales activities, including proactive prospecting and regular communication with existing clients
  • Coordinate and participate in regular branch activities with the business banking team
  • Ensure customer information is accurate and follows policy and procedures
Requirements
  • 3 years of banking or financial services experience with a strong sales and relationship management focus
  • Financial and marketing knowledge of local markets and national economies
  • Knowledge of cash management & deposit products with recognized sales achievements
  • Proven executor of sales, marketing, and call plans
What We Offer
  • Award-winning benefits package, including hybrid work environments, everyday flexibility, and generous company-funded health coverage
  • Organization-wide coaching services, mentorship, and education support & training programs
  • A safe and inclusive environment where a diverse workforce thrives