Job Description

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 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.

Everyday Flexibility Flexible Work Arrangements Hybrid Work Environments

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 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 \xe2\x80\x93 as individuals and as a team \xe2\x80\x93 to accomplish our strategy.

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

Bring you. All of you. Ally. Outdoor enthusiast. Indigenous elder. Storyteller. Artist. Landscape photographer. Animal rights activist. Labels don\xe2\x80\x99t matter here, but your perspective does.

All applicants are welcome, and we expressly encourage applicants to apply who identify as women, persons with visible and invisible disabilities (including physical, mental, sensory, learning impairment, etc.), Indigenous Peoples (including First Nations, Metis and Inuit), LGBTQ2S+ and/or racialized persons. At CWB we believe that inclusion has power, and we\xe2\x80\x99re always looking for unique perspectives to add to our teams. We have a culture that thrives on idea-sharing, collaboration, respect, caring and camaraderie. If you have a voice to add to the conversation, we\xe2\x80\x99d love you to apply. All applicants are considered as part of an equitable and fair selection process.

Canadian Western Bank (CWB) is the only full-service bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a relationship-based approach to deliver a uniquely proactive client experience through highly personalized service, specialized expertise, customized solutions, and faster response times. We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services. And we do it together \xe2\x80\x93 united, as oneCWB. We are firmly committed to the responsible creation of value for all our stakeholders and our approach to sustainability will support our continued success.

Our highly engaged teams operate within a client-centric, collaborative and change-ready culture, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities. And we are building momentum.

The opportunity

The primary focus of the role is to enhance current relationships with Motive clients and attract new customers by providing knowledgeable, courteous and efficient delivery of Motive Financials deposits products and services to new and existing clients.

Key deliverables

• 
  Responsible for enabling Motive Financial to hit all growth targets through fostering and growing relationships between Motive and each individual client by providing class leading front-line support.
• 
  Responsible for acting as the primary initial point of contact and resolution between clients and Motive providing excellent client needs recognition and with the expectation to achieve first call resolutions with each client.
• 
  Demonstrates active listening combined with a natural curiosity to engage with clients to determine the client\xe2\x80\x99s needs and requirements on a case-by-case basis.
• 
  Perform detailed portfolio review and exploration with each client to ensure that all of their financial needs are being addressed by Motive when and where possible.
• 
  Consistently follow-up and do what is agreed upon to continue to build a solid trusting relationship with the client.
• 
  Establish and maintain a relationship of trust, mutual respect, caring and competency with each individual client through words and actions.
• 
  Ensure the CRM (Client Relationship Management) tool within T24 is utilized on every client interaction to ensure proper documentation and to allow other Motive employees to provide each client with the same level of client service.
• 
  Monitor and respond to client voicemails to the shared Motive Financial voicemail and either respond to the enquiries or relay the required information to the right individual.
• 
  Monitor and respond to client emails to the shared Motive Financial inbox when appropriate and to ensure that any client facing communications are consistent.
• 
  Assist the client support team when required with tasks and duties that are outside of the normal scope of the job for a client relationship agent.
• 
  Complete and maintain all regulatory related tasks and requirements that are assigned and be proactive in identifying any existing gaps in existing processes.
• 
  Provide peer-to-peer coaching when applicable to ensure the entire Motive team is operating with the same understanding of all processes and procedures.
• 
  Ensure policy and procedures are followed to ensure Motive\xe2\x80\x99s retail administration is functioning effectively and complies with applicable policies & regulatory requirements in all areas of retail banking and retail operations including lending, deposits and investments.
• 
  Participate and assist in the daily department meetings to help spread information, success stories and learnings from each day.
• 
  Work effectively with management and support staff to enhance professionalism, productivity and team achievement.
• 
  Inspire trust by being open, honest and direct in communication, meeting commitments and behaving ethically in all dealings.
• 
  Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel.
• 
  Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment.
• 
  Accept responsibility and accountability for actions and results.
• 
  Make decisions guided by common sense and sound business judgement.
• 
  Prepare and regularly review annual goals and career development plan with manager/supervisor.
• 
  Promote cooperation and commitment within the CWB Group towards the attainment of common goals enabling productive group interactions.

Successful incumbent

• 
  Outgoing personality, comfortable talking to and meeting new people on a constant basis
• 
  Strong work ethic and positive team attitude
• 
  Proven customer service and troubleshooting skills
• 
  Exceptional conflict resolution and objection handling skills
• 
  Makes timely, informed decisions that take into account facts, goals, constraints and risks
• 
  Clearly conveys information using the tools necessary, engaging the audience to ensure the message is delivered and understood, creating a positive first impression with confidence and respect
• 
  Responds well to change - able to accept change, with a positive attitude, as a natural occurrence of any business
• 
  Shows respect, maintains confidentiality, and honors commitments
• 
  Preserves effectiveness, drive and focus for extended periods of time, while maintaining composure in highly stressful or adverse situations
• 
  Follows policies and procedures when completing tasks
• 
  Takes personal responsibility
• 
  Highly flexible, with solid interpersonal skills that allow one to work effectively in a diverse working environment
• 
  Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
• 
  Strong attention to detail

Core knowledge requirements

• 
  Post-secondary diploma or degree (asset)

Demonstrated experience

• 
  2+ years of sales experience, banking experience would be an asset
• 
  Experience in business development specific to marketing and sales

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 cwbcareers.com.

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
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.

01/19/2023