Business Development Manager, Direct

1 week ago


Grande Prairie, Canada CWB Financial Group Full time
About the Role

CWB Financial Group is seeking a seasoned professional to join our team as a Business Development Manager, Direct. This role requires a strong background in sales and credit, with a proven track record of achieving sales targets and budgets in the leasing industry.

Key Responsibilities
  • Develop and implement a personal business plan and activity-based sales strategies to deliver strong, profitable, and balanced growth of equipment loans and leases.
  • Communicate directly with internal partners, customers, and external professionals (accountants, etc.).
  • Analyze financial statements and develop credit packages to support larger dollar transactions.
  • Drive the credit and lease processes through the preparation of applications and documentation.
  • Apply effective communication to ensure customer expectations are successfully achieved with all internal/external collaborators.
Requirements
  • Financial and marketing knowledge of local markets and national economies built on a foundation of formal education (business, commerce, finance, sales, marketing diploma/degree) or real-life experience (5+ years of financial services sales experience – preferably in equipment financing and leasing).
  • You don't need letters behind your name (CFA, CPA) but you will need the ability to understand financial statements, how to complete analysis, and possess a sound understanding of effective risk mitigation strategies.
  • Credit adjudication experience and a basic knowledge of collateral security and documentation would be considered strong assets.
About CWB Financial Group

CWB Financial Group is a leading provider of financial services, with a commitment to providing a safe and inclusive work environment where a diverse workforce thrives. We offer a range of benefits, including hybrid work environments, everyday flexibility, company-funded health coverage, and a flexible wellness program.

We are committed to our employees' development and help them reach their professional goals with organization-wide coaching services, mentorship, education support, and training programs.

We value diversity and inclusion, and we welcome applicants from all backgrounds. If you require any accommodations during the recruitment or selection process, please reach out.



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