Account Manager, Personal Banking

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 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.

The opportunity

Account Managersare our specialists in personal banking, helping our clients understand where their money is going and what it is doing. Things like purchasing a home, investing in retirement or helping their children go to post secondary school. This means having the chance to truly steer and grow your own portfolio of business.

The day to day

• Dynamically fluid and purpose driven days that put you in the driver’s seat. Building, growing and maintaining profitable, long lasting and genuine relationships with CWB clients.

• Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.

• Exercising and developing your financial knowledgebase – reading, learning and actively seeking market data, lending strategies, investment activity and much more.

• Using customer insights to drive and guide your prioritization and handling of key relationships, information and documentation. Developing strategies and scheduling for each account, while focusing on portfolio management, quality, exposure limits and security requirements.

• Sharing your expertise of financial products and solutions with clients and your colleagues – supporting their knowledge and participating in team meetings.

• Spreading positive vibes and collaborating with a team you’re proud to be a part of.

Foundational knowledge & experience you will grow with

4 years experience in a banking environment with a strong exposure to lending and investing, including enough experience in credit or loan administration to bolster your understanding of credit granting analysis. You have some post-secondary education or equivalent experience. Mutual funds license is not required but would be considered an asset.

Why work with us?

Winners of Canada’s Most Admired Corporate Culture 2020

Your voice matters.Help us craft our voice around important social & cultural matters.

The opportunity to me a difference. Build a team. Make an impact. Put your mark on the CWB landscape.

Flexible work arrangements. Make work make sense for you. Remote work. Relocation.

Physical health and mental fitness are priorities. Generous time away to practice self-care and family-care with 100% company paid benefit & support programs.

Community giving.Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support.

Bring your whole self to work.Inclusion is a journey requiring practice & experience that results in a powerful outcome.

Innovation.Learn. Grow. Improve. At CWB, we play to win. When we fail, we fail forward.

Connection.Join, participate, lead an employee regulated group (ERG). Find a community within the CWB family.

Organization wide coaching services. Strategic career design is something we work hard to deliver for all employees.

Recognition.Peer to peer recognition program. Both “in the moment” and monumental!

Financial rewards. Yup. We pay you too. Base plusperformance incentives. In fact, this role has incentives on top of incentives!

Retirement investment strategy.You can’t work forever, so we have a RRSP contribution & matching program with financial advisors at the ready to help you make the most of your wealth.

Company ownership.The knowledge and opportunity to impact the bottom line and be rewarded for it - every day, with our employee share purchase plan.

Great Places To Work.CWB recognized as one of 50 Best Workplaces in Canada

Ignite your career. Apply today.

#discoverCWB

#LI-KM

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.