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Client Relationship Intern

3 months ago

Calgary, Alberta, Canada CWB Financial Group Full time
Role Overview

Client Relationship Intern plays a pivotal role in fostering connections and enhancing client satisfaction. Our focus is on understanding and addressing the investment and deposit requirements of our clients as they navigate different life stages, all while optimizing their financial portfolios.

Key Responsibilities
  • Relationship Development: Cultivate, nurture, and sustain meaningful and profitable relationships with clients.
  • Financial Acumen: Continuously enhance your financial knowledge by engaging with market data trends and economic shifts that may impact lending.
  • Strategic Planning: Formulate tailored strategies for each account, emphasizing effective management of lending portfolios.
  • Client Experience: Deliver exceptional client interactions and implement strategies to enhance the overall client experience, aligned with our brand values.
Qualifications

The ideal candidate will possess some post-secondary education and have relevant experience in a personal banking setting, with a strong foundation in personal investments and deposits.

Why CWB?

CWB Financial Group is recognized for its commitment to employee development and a supportive workplace culture. We offer:

  • Health care spending account
  • A flexible wellness program
  • Education support and training initiatives

We believe in the power of inclusion and community, fostering a diverse environment through employee-represented groups.

As a leading financial services organization in Canada, CWB Financial Group specializes in providing tailored solutions in business and personal banking, equipment financing, leasing, trust, and wealth management.