Job title: Manager, Personal Banking
Company: Canadian Western Bank
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
Everyday flexibility. Hybrid work environments with onsite requirements.
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 everyday, 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 – 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.
Our Personal Banking team includes a diverse group of finance professionals who strive every single day to achieve strong results for the bank and their clients. Our team of designated retail banking professionals know and understand the value of relationship building and brings that perfect combination of stellar stewardship, client support and financial expertise to the table. No day is ever the same in retail banking. Whether it’s providing proactive client solutions, stellar service support, consultation sessions or financial advice, we’re there every step of the way for our clients to ensure they reach their personal and business dreams. It’s this top service that we are known for.
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, Personal Banking to lead our Courtenay 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 benefits back it up.
Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, 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 community within the CWB family in our employee represented groups. 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. 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. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can’t work forever! So, we’ve got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner.
Find your at www.CWBcareers.com
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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. 01/23/2024
Expected salary:
Location: Red Deer, AB
Job date: Thu, 11 Jan 2024 08:36:08 GMT
