Portfolio Manager, Equipment Financing

At

CWB

, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Portfolio Manager, Equipment Financing

Role Specifications

Flexible Work Arrangements (FWA)

Alternate Locations & Remote Work

Hybrid Work Environment Options
- For additional information, please contact the recruiter for a complete job description._

CWB Financial Group (CWB) is on a mission to become the
_best full-service bank_ for business owners in Canada.

Our Equipment Finance Group is a team of specialized individuals who know heavy equipment industries inside and out. We are not office dwellers - our team members often start the day in a branch and end the day on-site with our clients. We are out in the community every day speaking directly with clients, and not one day is the same as the last.

The opportunity

Portfolio Managers are responsible for the day-to-day management and depth of client relationships for very active, large and/or strategic accounts with attributes of recurring flow business and/or intensive account management requirements. Targeted growth in franchised client relationships is achieved through anchoring strong relationships and facilitating collaboration, cross selling and shared relationships that result in successful business referrals within across CWB and our active lines of business.

Day-to-day activities

Client focused. Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner.

Portfolio management. You will drive growth while cultivating a diverse mix of client accounts.

Sales activation. You will undertake the gamut in sales activities to source and develop franchised client relationships through strong partnerships and collaboration with specialist teams across the regional branch network.

Knowledge growth. You will invest in continuous learning. Keeping up-to-date and in-tune with local market trends and national industry shifts.

Networking. You will connect and establish networks with a variety of partners and clients to develop lasting relationships for you and the bank.

Risk management. Together with the commercial credit team, you will utilize your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within CWB's risk appetite.

Mentorship. Although no direct employees report to you, you will develop a strong leadership foundation by coaching and mentoring work with junior employees.

Foundational knowledge and experience to grow with

Financial and marketing knowledge of local markets and national economies built on a foundation of formal education (business, finance, accounting degree) and real-life experience (2+ years of sales or financial services experience) with proven analytical & risk assessment skills, preferably in equipment financing and leasing.

Capabilities that will take you further- Play to win approach. You move quickly and efficiently as needed to support clients and your team. You do so accurately and intentionally. You are proactive by nature, anticipating and preparing yourself and your clients accordingly.- Relationship builder & negotiator. You are a connector. You communicate clearly, inspire trust, build credibility and are a gifted negotiator. You like the long game.- Financially savvy. You’ve garnered strong commercial lending experience that has allowed you to plan, execute and develop strategies that have resulted in you hitting your sales targets and business goals out of the financial institution park.- A strategic planner. You’ve heard it your whole life, but you’re a planner and an excellent one at that. Your innate eye for details and strategy allows you to set winning plans that result in achievements and business successes.- An encouraging teammate. You love to work collaboratively. You see the value in working together and have achieved many professional wins because of this mentality.- Think big and beyond. Although you pride yourself in being detail oriented and can see well into the weeds of problems, it is your knack for strategy and solutions that sets you apart from your peers.

Why work with us?

Accolades and Benefits
- Winners of Canada’s Most Admired Corporate Culture 2020_
- and recognized as one of 50 Best Workplaces in Canada by Great Places to Work_

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