Sr Relationship Manager, Commercial

3 weeks ago

Chestermere, 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: Calgary, Northeast or Main Banking Centre

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

Lead business development activities to build and maintain a portfolio of diversified commercial clients, with average loan and deposit volumes between $2MM and $10MM, in a specified geographic market. This individual contributor role is fully qualified to develop and foster banking relationships for medium size commercial enterprises and is responsible to own and deliver full-service banking and financial solutions, in concert with Senior Account Specialists and other internal partners. This position functions as the primary resource for extension of the full range of bank products and services applicable to the medium size business client.

The day-to-day

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 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.

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.

Capabilities that will take you further

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.

Foundational knowledge and experience to grow with

A Bachelor's Degree in commerce, finance or accounting fields and a minimum of 5 years' experience within commercial lending or related experience.

Go further. Ignite your career. Apply now.

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.

IND-NB

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.
09/18/2024

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