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.

Business Development Manager, Equipment Financing

Role Specifications
Everyday Flexibility ? Flexible Work Arrangements ? Hybrid Work Environments

For additional information, please contact the recruiter for a complete job description.

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

Our Equipment Finance Group is a team of specialized individuals who know heavy equipment industries inside and out. We are not office dwellers - our team 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

Business Development Manager will develop and execute a personal business plan with activity-based sales strategies to deliver strong, profitable, and sustainable growth of equipment loans and leases - with Cambridge, Guelph, and Kitchener area as their designated sales territory. Targeted growth in franchised client relationships is achieved through anchoring strong relationships and facilitating collaboration, cross selling and shared relationships that result in successful business referrals within EFG and across CWB Financial Group.

Expected Deliverables

Client focused. Deliver exceptional 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.

Sales driven. Execute an independent marketing plan to achieve targeted business growth mix, with a focus on larger mid-market commercial clients ($10MM+ loan and deposit volume) inclusive of independent sales activities:

• Targeted outbound call program
• Referral generating program
• Business community and industry networking
• Developing self-generated leads
• Regimented follow-up calendar

Relationship driven. Develop and execute a relationship strategy for each client, identifying the key issues surrounding the relationship and implement a strategy to facilitate the expansion of our partnership with the business.

Market knowledge. Maintain extensive knowledge of clients and prospects, market, competition and economic factors, alongside robust understanding of key business issues and trends.

Expert negotiator. Optimize business and client relationships while practicing good judgement in a highly competitive environment to make win/win determinations.

Risk savvy. Strongly established skills in structuring creative, competitive solutions to meet client needs and practice proactive risk management while respecting CWB policies/procedures. Aptitude and capability to develop effective risk management skills for large and complex financial services transactions in the equipment finance and/or large-ticket leasing space

Adaptable. Identify and respond to changes in the business environment, establishing action plans to address customer issues and priorities.

Brand representative. Be highly visible, crafting personal credibility and increased EFG brand awareness & presence with larger businesses and related professionals. To be known as a trusted business advisor, sought after for financial guidance.

Teammate. Respect CWB values & conduct code. Representing the CWB brand with honor and integrity in a manner consistent with our culture.

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 (2+ years of financial services sales experience)- preferably in equipment financing and leasing). You don't 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!

Capabilities that will take you further

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

Relationship builder. You are a connector. You communicate clearly, inspire trust, build credibility and are a gifted negotiator. You like the long game.

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 allow 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.

Why work with us?

Winners of Canada's Most Admired Corporate Culture 2021 &

Recognized as one of 50 Best Workplaces in Canada by Great Places to Work 2021

& Best Workplaces for Mental Wellness in Canada 2021

Your voice matters. Help us shape our voice around important social and cultural matters.

The opportunity to make a difference. Build a team. Make an impact. Put your mark on the CWB landscape.

Flexible work arrangements. Make work make sense for you. Remote work. Relocation. Compressed work weeks and more!

Physical health and mental fitness are priorities. Generous time away to practice self-care and family-care with 100% company paid benefit and support programs.

Community giving. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support.

Bring your whole self to work. Inclusion is a journey requiring practice and experience that results in a powerful outcome.

Innovation. Learn. Grow. Enhance. At CWB we play to win. When we fail, we fail forward.

Connection. Join, participate, lead an employee regulated group (ERG). Find a community within the CWB family.

Organization wide coaching services. Strategic career design is something we work hard to deliver for all employees.

Recognition. Peer to peer recognition program. Both "in the moment" and monumental!

Financial rewards. Yup! We pay you too. Base plus performance incentives.

Retirement investment strategy. You can't work forever, so we have a RRSP contribution and matching program with financial advisors at the ready to help you make the most of your wealth.

Company ownership. The knowledge and opportunity to impact the bottom line and be rewarded for it - every day, with our employee share purchase plan.

Take your career further with CWB. Apply today.

#DiscoverCWB #LI-GL1

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. 11/25/2022