Job Description

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 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.

CWB Financial Group (CWB) is on a mission to become the best full-service bank for business owners of Canada.

Our Personal Banking team includes a diverse group of finance professionals who strive every single day to achieve strong results for the bank and their clients. Our team of designated personal banking professionals know and understand the value of relationship building and brings that perfect combination of stellar stewardship, client support and financial expertise to the table. No day is ever the same in personal banking. Whether it\xe2\x80\x99s providing proactive client solutions, stellar service support, consultation sessions or financial advice, we\xe2\x80\x99re there every step of the way for our clients to ensure they reach their personal and business dreams. It\xe2\x80\x99s this top service that we are known for.

The opportunity

The Account Manager, Personal Lending supports our clients\xe2\x80\x99 borrowing & investment needs as they move through the various stages of life while maximizing their financial portfolio. Whether they need support when purchasing a home, investing in retirement, or helping their children go to post secondary school \xe2\x80\x93 CWB has the right product & solution. This means having the chance to truly steer and grow your own lending portfolio. Your will work collaboratively with Personal Bankers as they navigate our clients investments.

The day to day

Relationship building. Fulfill borrowing needs. Sales. Process & operations.

Dynamically fluid and purpose driven days that put you in the driver\xe2\x80\x99s seat. Building, growing, and maintaining profitable, long lasting, and genuine relationships with CWB clients.

Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.

Exercising and developing your financial knowledgebase \xe2\x80\x93 reading, learning, and actively seeking market data trends, and shifts in the economy that will influence borrowing

Using customer insights to drive and guide your prioritization and handling of key relationships, information, and documentation. Developing strategies and scheduling for each account, while focusing on effective lending portfolio management.

Sharing your lending & investment expertise of financial products and solutions with clients and your colleagues \xe2\x80\x93 supporting their knowledge and participating in team meetings.

Spreading positive vibes and collaborating with a team you\xe2\x80\x99re proud to be a part of.

Foundational knowledge & experience you will grow with

You\xe2\x80\x99ve got some post-secondary education and have spent 4 years in a banking environment with strong hands-on experience in lending and have garnished an in-depth understanding of credit granting analysis.

Skills that will take you further

You are all about people. Be it your clients or your colleagues \xe2\x80\x93 you like communicating and connecting with others to provide solutions and build real, lasting relationships.

You\xe2\x80\x99re able to see the bigger picture. Your client focus allows you to anticipate client\xe2\x80\x99s need to go beyond expectations and drive opportunities to genuinely help others while growing business.

You\xe2\x80\x99re a self-starter, independent and accountable. You are results-oriented, eager to learn and have a real interest in finances and how people spend and use their money.

You are energized when faced with ambiguity and can adjust your approach \xe2\x80\x93 with people and problems \xe2\x80\x93 to respond efficiently and optimally in changing conditions. This means balancing the many tasks, demands and challenging priorities that arise in a day with a practiced ease and level head.

You\xe2\x80\x99re computer savvy \xe2\x80\x93 MS Office Suite, as well as exposure to a lending, investment or banking system.

You have an interest in networking and business development, experience in this area is an asset.

Why work with us?

Winners of Canada\xe2\x80\x99s Most Admired Corporate Culture 2021 &

Recognized as one of 50 Best Workplaces in Canada by Great Place to Work\xc2\xae 2022

& Best Workplaces for Mental Wellness in Canada 2021

Values driven people first benefits

At CWB, we know your life, downtime, family, adventure, recovery, and future are an important part of you. They\xe2\x80\x99re important to CWB too. That\xe2\x80\x99s why our benefits take care of your whole life, family included.

Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, 100% company-funded health coverage, health care spending account, a flexible wellness program & generous time-away options to unplug, rest & recover. 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 a community within the CWB family in our employee represented groups. Career development. We invest in our employees\xe2\x80\x99 development to help them reach their professional goals with organization wide Coaching services. Strategic career design is an investment in our core asset \xe2\x80\x93 our people. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for \xe2\x80\x9cin the moment\xe2\x80\x9d and monumental wins. Community giving. Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can\xe2\x80\x99t work forever! So, we\xe2\x80\x99ve got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner! Find your \xe2\x80\x9cwhy\xe2\x80\x9d at .

Be proud of where you work. Join CWB. Apply today.

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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. 01/19/2024

Canadian Western Bank