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Relationship Manager, Cash Management

4 months ago

Edmonton, Canada CWB Financial Group Full time

At , 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: St. Albert Banking Centre

Put a new on your banking career  

 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. 

What your day will look like

Client Centric. Deliver outstanding client experiences at every interaction and follow through 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

Sales . Undertake dedicated sales activities, including proactive prospecting and regular communication with existing clients, to help with annual deposit, cash management growth and offering full-service cash management solutions to business owners.

Networking . Coordinating and participating in regular branch activities with the business banking team while growing your network to help drive growth of.

Learning . Although you’ve developed a strong banking foundation, you are always identifying trends and growing your knowledge on your next client or business area to achieve ultimate success and strong results from you and your team.

Data integrity . Ensure customer information is accurate and follows policy and procedures for an outstanding customer experience


Foundational knowledge and experience to grow from

Financial and marketing knowledge of local markets and national economies built on a foundation of some formal education and real-life experience (3 years of banking or financial services experience with a strong sales and relationship management focus). Knowledge of cash management & deposit products with recognized sales achievements, a plan for external prospecting and deal team mentality, will set your application apart.

Capabilities that will take you further

Play to win approach. You move quickly and efficiently as needed to support clients and your colleagues. You do so accurately and intentionally. You are proactive by nature, anticipating and preparing yourself and your clients accordingly.

Relationship builder : Develop and implement a relationship strategy for each client, identifying the key issues surrounding the relationship and implement a strategy to facilitate the expansion of our partnership.

Sales activation: Proven executor of sales, marketing, and call plans

Analytical : Optimize both data & relationships while practicing proactive risk management in a highly focused environment – a win/win determination.

A strategic planner. You’ve heard it your whole life, but you’re a planner and an excellent one at that. Your highly developed eye for details and strategy allows you to set successful 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 curiosity about strategy and solutions that sets you apart from your peers

Why work 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.   

. 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

We commit to our employees’ development and help them reach their professional goals with: 

Organization wide coaching services 

Mentorship 

Education support & training programs

#LI-NB1

IND-NB

As an equitable employer, CWB Financial Group is committed to providing a safe and 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 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.

06/4/2024