Business Development Manager, Efg

Alberta, Canada

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.

Role Specifications

Everyday flexibility. Hybrid work environments. Travel Required.

Location: Southern Alberta (Lethbridge, Medicine Hat, Calgary)

CWB Equipment Financing is a team of specialized individuals who know heavy equipment industries inside and out. We are not office dwellers - our crew members often start the day in a branch and end the day on-site with our clients. We are out in the community every day speaking directly with clients, and no two days are the same.

The opportunity

The Business Development Manager (BDM) achieves sales targets and budgets by supporting an internal sales crew with large ticket transactions, and by prospecting, developing, and enhancing relationships with end users. The BDM will be responsible for a defined territory within Southern Alberta and will possess specific experience in financial analysis and credit packaging within the equipment-intensive industries.

The day-to-day

Sales driven. Relationship driven. Engaged. Motivated

Develops and implements a personal business plan and activity-based sales strategies to deliver strong, profitable, and balanced growth of equipment loans and leases.

Communicate directly with internal partners, customers and external professionals (accountants, etc.).

Analyze financial statements and develop credit packages to support larger dollar transactions.

Drive the credit and lease processes through the preparation of applications and documentation.

Apply effective communication to ensure customer expectations are successfully achieved with all internal/external collaborators.

Foundational knowledge and experience to grow with.

Financial and marketing knowledge of local markets and national economies built on a foundation of formal education (business, commerce, finance, sales, marketing diploma/degree) or real-life experience (5+ years of financial services sales experience \xe2\x80\x93 preferably in equipment financing and leasing). You don\xe2\x80\x99t need letters behind your name (CFA, CPA) but you will need the ability to understand financial statements, how to complete analysis, and possess a sound understanding of effective risk mitigation strategies. Credit adjudication experience and a basic knowledge of collateral security and documentation would be considered strong assets!

Skills and abilities that will take you further.

Understanding of credit within the transportation, construction, and manufacturing industries.

Solid negotiation, conflict resolution, time/people management skills.

Superior interpersonal and communication skills to effectively build key relationships.

Strong business sense, problem solving skills and analytical capabilities.

Proven work ethic with the utmost integrity and desire to excel and succeed.

Strong critical thinking and mathematical skills, attention to detail and accuracy.

Capacity to work in a fast-paced, deadline-driven environment.

Ability to maintain a high level of confidentiality.

Capable of learning existing software and programming used in house while remaining flexible to new technology being introduced.

Entrepreneurial problem solver who takes pride in their strong detail orientation and focuses on finding the best solution possible for the client and business.

Great teammate and see the value in working together to achieve common goals and pivotal initiatives.

Why work with us?

Values driven people first benefits

Wellness matters. We offer an award-winning benefits package that includes everyday flexibility, a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a robust 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 pay 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

Put your career in overdrive with Equipment Finance. Apply today.

#LI-AI1

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. 09/30/2023

Canadian Western Bank

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Job Detail

  • Job Id
    JD2237929
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Alberta, Canada
  • Education
    Not mentioned