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Account Relationship Manager

2 months ago

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

CWB is seeking a highly skilled Account Relationship Manager to join our team. As a key member of our business banking team, you will be responsible for delivering exceptional client experiences and building strong relationships with our clients.

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.
  • Coordinating and participating in regular branch activities with the business banking team.
  • Ensure customer information is accurate and follows policy and procedures for an outstanding customer experience.
Requirements
  • Financial and marketing knowledge of local markets and national economies.
  • 3 years of banking or financial services experience with a strong sales and relationship management focus.
  • Knowledge of cash management & deposit products with recognized sales achievements.
  • A plan for external prospecting and deal team mentality.
What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for career growth and development.
  • A comprehensive benefits package, including hybrid work environments, everyday flexibility, and generous company-funded health coverage.
About CWB

CWB is a leading financial institution in Canada, committed to providing exceptional client experiences and building strong relationships with our clients. We are proud to be recognized as one of Canada's top 50 Best Workplaces and recipient of Waterston Human Capital's Most Admired Corporate Culture.