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

Location: Vancouver, BC (Lower Mainland)
Everyday flexibility. Hybrid work environments. On-site requirements. Collaborative connections.

CWB Equipment Financing is a team of specialized individuals who know heavy equipment industries inside and out. Our crew members are not typical office dwellers, corporate nine to fivers\' - we are regularly on-site, connecting with clients, when it makes sense for them.

The opportunity

The Regional Sales Director (RSD) provides leadership to a geographically focused team of specialists to incite development, growth, and profitability by building strong client relationships and providing financial solutions to business owners operating in equipment-intensive industries. and the RSD is known for their excellent people leadership skills and creates a culture that inspires dedication, success, and aligns with CWB values. The RSD will lead the execution of CWB\xe2\x80\x99s strategic agenda and seize opportunities for growth in a complex, diverse and constantly evolving environment.

The day-to-day

Leadership

Provide visible and effective leadership to mobilize the team in line with our brand promise, winning aspiration, and change priorities, both with internal teams and externally in the market.

Build a successful and positive team culture in line that is fair, fun, progressive, diverse, and inclusive, where people feel they make a difference. Reinforce coaching practice throughout the region with clear and consistent expectations, activities, and accountability, leading by example

Facilitate ongoing training, development, and career growth for teams

Proactively collaborate with a wide range of partners across all CWB group companies to build credible, trusting, and candid relationships

Provide strong leadership of key change initiatives ensuring consensus and strong execution

Sales leadership & coaching

Drive proactive sales activities, lead, and manage accountability for and attainment of key performance measures including targeted goals for profitable loan growth, net new clients and internal business referrals required to grow franchised client relationships.

Deliver world-class client experiences at every interaction to continuously build a differentiated experience. We provide critical solutions for clients with the view to be every client\xe2\x80\x99s primary financial partner, working seamlessly with colleagues and peers across our organization to create a united & unrivalled experience.

Conduct proactively recurring coaching of sales and financial professionals, as determined by established operating rhythms.

Expand addressable market and new sales opportunities within assigned territories by ensuring all team members are accountable for proactive business development activities, including targeted prospecting and calling programs

Achieve consistent operating rhythms to manage activities and deliver sales targets while maintaining strong frameworks for accountability and communications

Develop, strategize, and implement a business development program in the applicable markets to achieve targeted growth. Develop a market specific strategy to drive growth and diversification in portfolio.

Regional portfolio management & operations

Provide oversight and guidance on credit requests ensuring applications exhibit quality risk assessment and analysis as well as appropriate pricing within defined credit policies and procedures

Manages prudent lending (quality underwriting) and effective controls (disciplined data integrity, forecasting, compliance, and monitoring) in accordance with CWB policy and relevant regulatory requirements

Use data and available information to minimize loan and revenue loss experienced, through implementation of programs and procedures to identify and manage problem loans

Ensure timely and consistent follow-up for account reviews, compliance targets are met, and interest rates/fee-based revenues are properly established

Champion use of customer relationship management tools and data analytics capabilities that facilitate effective performance planning and activity reporting, business forecasting, target-setting, and sales process optimization

Responsible for oversight and management of annual operating budgets and ongoing performance reporting for designated sales region,

Ensure appropriate balance between growth and profitability in consideration of targeted credit quality thresholds and risk appetite

Drive focus on key efficiency and expense metrics to ensure performance and meet all profit expectations, including adherence to expense budgets and implementation of business transformation initiatives

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) with 8 plus years of sales or sales management experience (preferably in equipment financing and leasing), including 5 years in a sales operation, business planning, or sales support management role. Subject matter expert in sales with proven success in developing, leading & implementing sales plans with extensive experience in business development, negotiations, and risk management for sophisticated financial transactions in the equipment finance and/or easing space. Robust understanding of multi product offering including cap-ex lines, consolidations, share acquisitions, and working capital. Talent management, inclusive of effective hiring, talent development, performance management and reward processes and programs across areas of responsibility that positively impact attraction, motivation, engagement, and retention of best-in-class talent.

Skills and competencies that will take you further

Play to win leadership. Embrace our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and diverse workforce. Build meaningful relationships. Champion change. Nurture collaboration & a untied CWB approach. Coach with courage & candor. Invest in people first talent management through acquisition, development, engagement, performance management & retention initiatives. Thrive under pressure. Grow from failures. Deliver results.

Sales driven. Demonstrates capacity to lead and enact a strategic & ambitious business plan, seizing opportunities for growth.

Collaborative & change ready. A demonstrated ability to think strategically and plan optimally for an organization working in a diverse and driven environment with a multitude of tasks, thriving with grace and humour, under pressure.

Experienced negotiator & communicator: Optimize business and client relationships while practicing proactive risk management in a highly driven environment \xe2\x80\x93 an absolute win/win determination.

Financially savvy. Strongly established skills in structuring creative, viable solutions to meet client needs and practice mindful lending while respecting CWB policies & procedures.

Agile, responsive & decisive: Identify and respond to changes in the business environment, making decisions and implementing to address client concerns, issues, and priorities.

Brand ambassadorship. Be highly visible as the face of CWB, in partnership with the branch manager, with larger businesses and related professionals, and be well-known as a trusted business advisor who is sought after for financial mentorship.

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