Relationship Manager, Commercial Banking
2 weeks ago
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.
Relationship Manager, Commercial Banking
Role Specifications
Everyday flexibility. Flexible work arrangements. Hybrid work environments.
It’s a new world, and we are learning to embrace it. Work and life have been connected in new & different ways - for our clients & their businesses too. So, at CWB we’ve been changing the way we work. In fact, we’re still changing. We’re still learning.
Canadian Western Bank (CWB) is the only
_full-service bank_ in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a
_ relationship-based_ approach to deliver a uniquely
_proactive client experience_ through highly
_personalized service, specialized expertise, customized solutions, and faster response times. _We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services.
_And we do it together - united, as oneCWB. _We are firmly committed to the responsible creation of value for all our stakeholders and our approach to sustainability will support our continued success.
Our highly engaged teams operate within a
_client-centric, collaborative and change-ready culture, _with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities.
_And we are building momentum_.
The opportunity
Lead business development activities to build and maintain a portfolio of diversified commercial clients, with average loan and deposit volumes less than $2MM. The incumbent
_drives_ the commercial client relationship and is responsible to ensure delivery of
_ full-service banking and financial solutions_, in collaboration with their colleagues This individual is relied on to possess deep knowledge of the bank’s products and services relevant to medium size enterprises and a detailed understanding of the client’s business and story - in order to be an effective proactive partner and provide the best existing and new bank products to best meet their needs.
The day-to-day- Client centric. 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 including annual loan, deposit, cash management, revenue, and new client objectives.- Networking. You will connect and establish networks with a variety of partners and clients to develop lasting relationships for you and the bank.-
- 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 from
A Bachelor’s Degree in commerce, finance or accounting fields and a 5 years’ experience within commercial lending or equivalent experience.
Capabilities that will take you further
Lifelong learner. The ongoing, voluntary, and self-motivated
_ pursuit of knowledge. _We seek out challenges, opportunities, feedback and are comfortable failing & failing forward, growing stronger with every experience to build successful momentum.
Client centric, collaborative & change ready. You work seamlessly with colleagues and peers across our organization to deliver a united & unrivalled experience.
Relationship builder. We go above and beyond to build deep and substantial relationships. A client relationship is built on trust, and credibility is earned when you invest time and thoughtful consideration, making valuable contributions through care and attention. We know just as much about our clients’ businesses as they do.
Provide practical solutions. We provide clear and sound advice on practical solutions to sophisticated issues. We draw from our collective expertise to deliver solutions & advice
_tailored_ to our individual clients’ needs. There is no one size fits all-we have a wardrobe of options to explore. With custom solutions, & specialized knowledge, we help business owners feel confident in their financial success.
Winning aspiration. We thrive in a dynamic environment arising from diverse responsibi
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