Titre du poste ou emplacement

Manager, Prestige & Personal Banking

CWB Financial Group
Red Deer, AB
Management

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:

Putting people first and building relationships with intention

Seeking out and embracing new ideas

Believing that how we do things is as important as what we do

Role Specifications

Put a new spin on your banking career

Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise , and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us.

The opportunity

People leadership. Client experience. Business growth. Risk management. Brand ambassador.

Our employees are more than just numbers – we are proud of the welcoming and open culture that invests in our people. We are seeking a dynamic sales and service driven Manager, Prestige & Personal Banking to lead our Red Deer team! We are looking for someone who understands what is important to business owners and wants to grow and develop the Personal Banking and Cash Management business in our branch to be in sync with our overall strategic goal. This is an exciting opportunity to showcase your coaching and leadership abilities within CWB's personalized and customer-focused culture. Leading & minimizing risk while growing business and delivering on strategic objectives expansive of:

People: Recruit, mentor, coach, develop and engage successful employees – investing in & empowering our greatest strategic asset.

Clients: Deliver a proactive, personalized, & specialized client experience that is consistent and flawless across all channels and businesses.

Investors: Enhance our use of resources, opportunities and capabilities for profitable balanced growth in all industries and segments.

Expected business results

Facilitate and enhance market awareness and productive relationships within the local business and professional community.

Strong portfolio growth in personal deposits and lending products.

Strong, profitable growth in full-service client relationships, inclusive of corresponding levels of banking fee income and wealth management assets under management.

Sound risk management and operational practices demonstrated through solid credit performance and continuous compliance with parameters of CWB's operational and regulatory risk appetite/policies/ procedures.

Foundational knowledge and experience to grow from

You've got a post-secondary degree or equivalent demonstrated experience. You've spent 6 years in banking inclusive of 5 years celebrated sales mentoring and leadership . You possess highly developed relationship building skills and proven capability to articulate customer value with a honed passion for supporting and carrying out sales & coaching initiatives. A Mutual Funds license is required & any small business or commercial banking exposure would be considered an asset.

Capabilities that will take you further

Client centric: Deliver outstanding client experiences at every interaction and complete 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.

People first leadership: Lead with intention. Foster an approach that aligns with CWB values and achieves targeted results. Promote and facilitate change, demonstrate a growth mentality, cultivate a learning dedication, and champion strong employee engagement.

Relationship builder . Building, growing, and maintaining profitable, long lasting and genuine relationships with CWB clients with highly developed client facing and relationship development skills, with the ability to optimally articulate value.

Sales & sales strategy development . Developing a strategy and implementing a marketing plan to achieve personal asset growth as per agreed targets. Driving personal sales activity through your own channels

Sales focused coaching . Honed passion in supporting and implementing sales and mentorship initiatives.

Risk management. Analyzing, preparing, recommending, and approving credit requests within discretionary limit, ensuring applications exhibit quality risk assessment and analysis as well as appropriate pricing.

Collaboration. Seamlessly interacting with Business Banking, Wealth, and other internal partners to drive and improve business referrals across CWB.

Agility. Strong and highly flexible, solid interpersonal and communication skills, that allow one to work effectively in a diverse and dynamic environment.

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up.


Proudly recognized by Great Place to Work in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterston e Human Capital's Most Admired Corporate Culture 2023.

Wellness matters . We offer an award-winning benefits package that includes:

Hybrid work environments

Everyday flexibility

Generous company-funded health coverage

Health care spending account

A flexible wellness program

generous time-away options to unplug, rest & recover

Career development. We commit to our employees' development and help them reach their professional goals with:

Organization wide coaching services

Education 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-NB1

IND-NB

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:

* P osition closes at 12:01am on the close date identified below.

05/13/2024

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:

  • Putting people first and building relationships with intention

  • Seeking out and embracing new ideas

  • Believing that how we do things is as important as what we do

Role Specifications

Location: Red Deer Banking Centre

Put a new spin on your banking career

Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise , and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us.

The opportunity

People leadership. Client experience. Business growth. Risk management. Brand ambassador.

Our employees are more than just numbers – we are proud of the welcoming and open culture that invests in our people. We are seeking a dynamic sales and service driven Manager, Prestige & Personal Banking to lead our Red Deer team! We are looking for someone who understands what is important to business owners and wants to grow and develop the Personal Banking and Cash Management business in our branch to be in sync with our overall strategic goal. This is an exciting opportunity to showcase your coaching and leadership abilities within CWB's personalized and customer-focused culture. Leading & minimizing risk while growing business and delivering on strategic objectives expansive of:

  • People: Recruit, mentor, coach, develop and engage successful employees – investing in & empowering our greatest strategic asset.

  • Clients: Deliver a proactive, personalized, & specialized client experience that is consistent and flawless across all channels and businesses.

  • Investors: Enhance our use of resources, opportunities and capabilities for profitable balanced growth in all industries and segments.

Expected business results
  • Facilitate and enhance market awareness and productive relationships within the local business and professional community.

  • Strong portfolio growth in personal deposits and lending products.

  • Strong, profitable growth in full-service client relationships, inclusive of corresponding levels of banking fee income and wealth management assets under management.

  • Sound risk management and operational practices demonstrated through solid credit performance and continuous compliance with parameters of CWB's operational and regulatory risk appetite/policies/ procedures.

Foundational knowledge and experience to grow from

You've got a post-secondary degree or equivalent demonstrated experience. You've spent 6 years in banking inclusive of 5 years celebrated sales mentoring and leadership . You possess highly developed relationship building skills and proven capability to articulate customer value with a honed passion for supporting and carrying out sales & coaching initiatives. A Mutual Funds license is required & any small business or commercial banking exposure would be considered an asset.

Capabilities that will take you further

Client centric: Deliver outstanding client experiences at every interaction and complete 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.

People first leadership: Lead with intention. Foster an approach that aligns with CWB values and achieves targeted results. Promote and facilitate change, demonstrate a growth mentality, cultivate a learning dedication, and champion strong employee engagement.

Relationship builder . Building, growing, and maintaining profitable, long lasting and genuine relationships with CWB clients with highly developed client facing and relationship development skills, with the ability to optimally articulate value.

Sales & sales strategy development . Developing a strategy and implementing a marketing plan to achieve personal asset growth as per agreed targets. Driving personal sales activity through your own channels

Sales focused coaching . Honed passion in supporting and implementing sales and mentorship initiatives.

Risk management. Analyzing, preparing, recommending, and approving credit requests within discretionary limit, ensuring applications exhibit quality risk assessment and analysis as well as appropriate pricing.

Collaboration. Seamlessly interacting with Business Banking, Wealth, and other internal partners to drive and improve business referrals across CWB.

Agility. Strong and highly flexible, solid interpersonal and communication skills, that allow one to work effectively in a diverse and dynamic environment.

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up.


Proudly recognized by Great Place to Work in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterston e Human Capital's Most Admired Corporate Culture 2023.

Wellness matters . We offer an award-winning benefits package that includes:

  • Hybrid work environments

  • Everyday flexibility

  • Generous company-funded health coverage

  • Health care spending account

  • A flexible wellness program

  • generous time-away options to unplug, rest & recover

Career development. We commit to our employees' development and help them reach their professional goals with:

  • Organization wide coaching services

  • Mentorship

  • Education 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-NB1

IND-NB

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:

* P osition closes at 12:01am on the close date identified below.

05/13/2024

About Us

CWB Financial Group is a diversified financial services organization providing specialized service in business and personal banking, equipment financing and leasing, trust and wealth management across Canada. With more than 2,500 employees in companies with offices and branches across the country, we're helping our clients manage their money, grow their business and realize their financial potential. If you're interested in sales, support or leadership role with a growing, award-winning organization, chances are we have a challenging and rewarding opportunity of interest to you.

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