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 in Canada.

Our target clients are small and medium-sized business owners, and they expect a clear alternative. They deserve a financial partner who helps them succeed - partner obsessed with their success. We're redefining a proactive client experience with a united team, offering specialized knowledge and a personalized experience. We have real relationships with our clients. We genuinely care about them & their success. We don't sit back passively. We respond with attentiveness & speed, anticipate our clients' needs, come to them with valuable ideas, and advise.

CWB Equipment Finance is a crew 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 business owners. We are out in the community every day speaking directly with clients, and no two days are the same.

Role Specifications

Student Opportunity 8 Month Term (37.5 hours/week)

Everyday Flexibility ? Flexible Work Arrangements ? Hybrid Work Environments

The opportunity

The Equipment Financing Internship/Co-op opportunity provides a unique experience where you will be able to showcase your education while making a real & direct impact on our sales strategy. The opportunity to provide and shape recommendations from conducting market & competitive research, data & financial analysis, and insights & trend identification. If you have a love of numbers, are curious by nature & are a creative problem solver, this is a real opportunity to test yourself & contribute to a growing sales team.

Put your education to work and ignite your career with a proud Canadian owned company. While we may have grown up in the Prairies, we are excited to continue to build on our growth strategy as we continue expand our national footprint coast-to-coast. If you are looking for an exciting opportunity with excellent exposure & differentiated experience- this, is it.

You will learn the finances of the business while engaging with our Sales, Operations, & Risk Management teams, providing day-to-day support & crucial sales insights & recommendations for strategy & execution. The role is accountable to ensure excellence client delivery through the proactive facilitation assigned tasks and processes required to facilitate effective sales, loan management, underwriting, adjudication, regulatory compliance and/or credit support functions.

Day-to-day activities

Research. Analysis. Recommendations. Driving sales through data. Team & client support.

• Engaging, interaction & information confirmation. Connect with external equipment vendors and clients, as the need arises, to ensure appropriate information and documentation is obtained to effect timely funding of loan commitments.
• Project research & analysis. Research products, tools, market competitors, internal process, capturing data to discuss and bring forward potential changes, improvements, and areas of focus for the EFG Sales team
• Financial analysis. Conduct financial analysis on client financial statements and certain sectors of the market to gain understanding of market trends that can benefit future financial structures provided to those markets.
• Data analysis. Provide deep analysis on sales trends and results- working with salesforce.com and exporting to excel to show trends and assist in providing recommendations to sales team for execution
• Data entry & calculations. Assist with completion of risk scorecards and return on capital (RoC) worksheets to ensure strong data integrity and achievement of adequate risk-based returns by Business Development Managers.
• Correspondence & documentation. Draft Commitment Letters, Powers or Attorney and other vital documentation not produced by centralized Credit Support, as well as periodic maintenance of sales prospect profiles and other individual and team reporting.
• Reporting. Preparation, distribution, and completion of various business management and performance reports (out of order report, master delinquency report, credit decision report and credit review date report) while ensuring appropriate follow-up actions are implemented to address identified issues, as applicable.
• Learning. Although you've developed a strong credit foundation, you are always identifying trends and growing your knowledge to achieve ultimate success and strong results for you, and your team.

Required know how, common sense, life experience & drive

You have administrative experience & operational knowledge built on some formal education (pursuing degree/diploma in a business/finance related field). You must be dedicated & motivated! To learn, grow & work hard! A self-starter, independent & accountable. You ask questions, have a real interest in data, sales & finances. Agility is purposeful, you thrive in any environment and are driven by results.

Is this impactful opportunity for you?

• Success obsessed. You know that a supportive role is a service role. And every successful team needs expertise behind the scenes to empower & enable them to perform their best.
• Winning aspiration. You're very detail oriented and remarkably well organized. Accuracy and prioritization are your practiced skills and don't diminish in a fast-paced, changing environment.
• Curious optimizer You are not afraid to learn - continuously and consistently. New challenges excite you, and you're eager to gain new experiences and perpetually enhance your systems and process knowledge.
• Perceptive. You're able to see the bigger picture. Your understanding of banking and documentation together with your financial insight helps you go beyond expectations and drive opportunities to genuinely help others.
• Responsive. You move quickly and efficiently as needed to support your team. You do so accurately and intentionally. You are proactive by nature, anticipating and preparing yourself and your clients accordingly.
• Agile. You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and optimally in changing conditions. This means juggling the many tasks, demands and competing priorities that arise in a day with a practiced ease and level head.
• Technically proficient. Systems pundit, early adopter & part-time help desk. Intermediate to advanced MS Word, Outlook and Excel are essential, PowerBI is a game changer & salesforce is just ideal.

Equip your career for growth. Apply today.

What's in it for you?

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your opinion matters & your voice will be heard. Find a community within the CWB family in our employee represented groups. Career development. We invest in our employees' development to help them reach their professional goals with organization wide Coaching services. Strategic career design is an investment in our core asset - 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 "in the moment" 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.

Find your "why" at .

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. 11/1/2022