Business Development Specialist
2 days ago
About CWB Financial Group
CWB Financial Group is a bank built for business owners, striving to build value for its clients, employees, and investors.
We do this by:
- Putting people first and building relationships with intention.
- Seeking out and embracing new ideas.
- Beneath how we do things is as important as what we do.
The Opportunity
In this role, you will act as a strategic partner to Account Managers to build, grow, and maintain profitable, long-lasting, and genuine relationships with CWB clients. You will provide knowledge, courteous & efficient delivery of CWBs' products & services, enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.
Key Responsibilities
- Apply your administrative expertise and testing your accuracy while initiating large volumes of personal banking products, handling document control, and inputting data.
- Proactively identify and anticipate client needs to uncover opportunities to be crucial to their financial success.
- Use customer insights to drive and guide your prioritization and handling of critical, timely documentation and report production.
- Exercise your financial smarts – helping clients understand banking products in a way that promotes client engagement and true comprehension.
- Learn and expand your knowledge in a way that contributes to your branch's success.
- Serve positive vibes and collaborate with a team you're proud to be a part of.
About the Role
This is an exciting opportunity for a highly motivated individual to join our team as a Business Development Specialist. In this role, you will have the chance to work closely with our Account Managers to build strong relationships with our clients and help them achieve their financial goals.
What We Offer
- A competitive salary range of $60,000 - $80,000 per year, depending on experience.
- A comprehensive benefits package, including hybrid work environments, everyday flexibility, generous company-funded health coverage, and more.
- Opportunities for career growth and professional development through organization-wide coaching services, mentorship, and education support.
- An inclusive workplace culture where diversity, respect, and equality are non-negotiables.
Requirements
- 3 years of experience in a banking environment or equivalent.
- Strong understanding of banking products & services.
- Genuine desire to learn and grow your financial career.
About Us
CWB Financial Group is committed to being an equitable employer, providing a safe and inclusive workspace where a diverse workforce thrives. We welcome applications from qualified candidates who bring their whole selves to work.
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