Sr Manager, Commercial Portfolio Management

1 week ago

Kamloops, Canada CWB Full time
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: Putting people first and building relationships with intention
Seeking out and embracing new ideas
Believing that how we do things is as important as what we do
Role Specifications
Location: Kamloops Banking Centre
Alternative Locations: Kelowna and Prince George
CWB is a bank built for business owners
Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us.
The opportunity
Commercial Team Portfolio Management
This leadership role provides strategic and operational direction for the account specialist team, with direct oversight of account specialists focusing on business opportunities Areas of focus
Performance leadership.
Leader, player & coach.
Embrace our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and strong diverse workforce. Champion change. Be thoughtful & intentional. Recognize, reward & engage your team. Champion collaboration & a united CWB approach. Coach fearlessly. Intentionally feed forward. Strengthen our learning culture with a growth mindset. Invest in people first talent management through acquisition, development, engagement & retention initiatives. Grow from failures. Empower. Deliver results. Play with heart. Roll up your sleeves & get to work.
Deal flow. Business growth. Credit risk management. Client experience.
Effectively manage deal administration in achieving financial targets for branch/market Provide leadership of the Specialist team to support achievement of branch financial objectives for business opportunities under $2MM through effective and timely credit underwriting & approving deals of new & existing clients, while balancing risk and reward in line with CWB's risk appetite.
Support the team in identifying full-service solutions for clients & actively referring other CWB lines of business - with the view to be every client's primary financial partner.
Participate in developing recommendations for driving deeper business relationships with existing clientele.
With the team, optimize overall profitability of relationships based on return guidelines, customer risk profile, total banking relationship, and the business environment.
Managing credit activities within enterprise risk appetite Support the appropriate balance between growth and profitability in consideration of CWB goals and risk appetite.
Act as a credit subject matter expert, including relevant industry and market trends and the associated credit structuring.
Manage credit activities to ensure prudent lending with proactive risk management, inclusive of timely monitoring, due diligence, and recommendation. Ensure required reports and financial data are received and analyzed promptly in accordance with loan commitments & assist with management of negative trending accounts. Certify all products and services are sold in adherence to regulations, minimizing operational risk
Lead team execution, deployment, and adherence to all policies and procedures, in consultation with leaders to maintain satisfactory internal audit reports and to meet all compliance objectives
Drive efficient and effective operations with strong data integrity
Core know-how & experience requirements
A Bachelor's Degree in business or related field (equivalent experience accepted) with demonstrated & proven abilities (approx. 7 years' experience) within functions of risk management, banking, business lending, including direct experience leading people and managing teams. Financial designation is preferred but not required. Experience in credit adjudication supported by well-developed skills in financial statement analysis and knowledge of effective risk mitigation strategies for commercial credit underwriting.
Why work with us?
Your success is our obsession And our award-winning culture & benefits back it up.
Proudly recognized by Great Place to Work® in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterston Human Capital's Most Admired Corporate Culture 2023.
Wellness matters . We offer an award-winning benefits package that includes: Hybrid work environments
Everyday flexibility
Generous company-funded health coverage
Health care spending account
A flexible wellness program
generous time-away options to unplug, rest & recover
Career development. We commit to our employees' development and help them reach their professional goals with: Organization wide coaching services
Mentorship
Education support & training programs
Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.
As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.
Closing Date:
* Position closes at 12:01am on the close date identified below.
11/29/2024

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