Manager, Sales & Service

Courtenay, BC, 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:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doCWB Financial Group (CWB) is on a mission to become the best full-service bank for business owners of Canada.The opportunityOur employees are more than just numbers \xe2\x80\x93 we are proud of the welcoming and open culture that invests in our people. Manager, Banking Customer Service lead our Banking Customer Service Officers, specifically in transactional operations and sales driving for the enhancement of current and potential client relationships. Lead the team to help clients with their day-to-day banking needs while become the source of information for where clients\xe2\x80\x99 money is going and what it is doing.Day-to-day activitiesClient Centric: Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB\xe2\x80\x99s brand promise. Provide full-service solutions for clients with the view to be every client\xe2\x80\x99s primary financial partner.Sales coaching. Enhancing and shaping your leadership side through demonstrating and coaching the team to proactively identifying client needs while driving sales and uncovering opportunities to be crucial to client\xe2\x80\x99s financial success by probing, product matching, problem solving and relationship building. This means also working closely all CWB lines of business: commercial, cash management, wealth, etc.Mentoring formal and informal coaching to help develop skills and confidence that enhances client relationships and grows the personal banking portfolios in a way that promotes enthusiasm.Process optimization. Using customer insights to assist with the driving of implementations and maintenance of programs and procedures that ensure background administration, policy and regulatory requirements are running effectively and efficiently.Reporting. Applying your financial expertise and testing your accuracy while preparing and monitoring weekly, monthly, and quarterly reports that help communicate the progress, goals and strategic objectives of the branch.Capabilities that will take you furtherRelationship building. 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.Sales forward. 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 sales and opportunities to genuinely help others while growing business.Driven. You\xe2\x80\x99re a self-starter, independent and accountable. You are ambitious, eager to learn and have a real interest in finances and how people spend and use their money.Agile & responsive. 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 effectively 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. You\xe2\x80\x99re computer savvy \xe2\x80\x93 MS Office Suite, as well as exposure to a lending or banking system.Foundational knowledge and experience to grow fromYou\xe2\x80\x99ve spent about four years in a banking environment and have honed your passion for mentoring a sales driven team. You\xe2\x80\x99ve had exposure to what it takes to manage day-to-day cash operations in a branch and have some post-secondary education or equivalent experience and an understanding of debt and investment products.Why work with us?If you\xe2\x80\x99re tired of being just another cog in the wheel, this is your chance to make your mark at CWB.
Values. Culture. People. Growth. Opportunity.Wellness matters. We offer an award-winning benefits package that includes:Hybrid work environmentsEveryday flexibilityCompany-funded health coverage with a health care spending accountFlexible wellness programGenerous time-away options to unplug, rest & recover.Career development. We commit to our employees\xe2\x80\x99 development and help them reach their professional goals with:Organization wide coaching servicesMentorshipEducation support & training programs.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 community within the CWB family in our employee represented groups.#LI-KMAs 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. 06/28/2024

Canadian Western Bank

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Job Detail

  • Job Id
    JD2306043
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Courtenay, BC, Canada
  • Education
    Not mentioned