Account Manager, Retail Banking - Jobs in Abbotsford, BC - 610161

CWB Financial Group
Job Summary
  • Job Type
    Full Time
  • Telecommuting

Job Description

CWB Financial Group is a diversified financial services organization providing specialized service in business and personal banking, trust, and wealth management across Canada. Our approach to business is straightforward: we work hard and with integrity, we practice common-sense thinking, were accountable for our actions, and we care about our people. Were incredibly proud of the work we do every day to help our clients grow their businesses, manage their money and realize their financial potential! Learn more at .

CWB Financial Group (CWB) is not your typical bank we take a deeply personalized approach to our business and in our core values. Taking the time to understand our clients goals and aspirations allows us to use a full-picture view in the type of support, guidance and service needed to help them cultivate a successful financial future.

Our employees are more than just numbers we are proud of the welcoming and open culture that invests in our people. Account Managers are our experts in retail 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 opportunity to truly steer and grow your own portfolio of business.

Be what you want to be with CWB Financial Group.

Here is a glimpse into what your career could look like with us!

What you will be responsible for:
Dynamically! Fluid and purpose driven days that put you in the drivers 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 contributing to a team atmosphere youre proud to be a part of.

Who you are:
You are all about people. Be it your clients or your colleagues you like communicating and connecting with others to provide solutions and build real, lasting relationships.
Youre able to see the bigger picture. Your client focus allows you to anticipate clients need to go beyond expectations and drive opportunities to genuinely help others while growing business.
Youve spent about four years in a banking environment and have had strong exposure to lending and investing. Your experience in credit or loan administration has added to your sound understanding of credit granting analysis.
You have your Mutual Funds License, and a post-secondary education or equivalent experience.
Youre 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.
You are energized when faced with ambiguity and can adjust your approach with people and problems 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.
Youre computer savvy MS Office Suite, as well as exposure to a lending or banking system.

What you will get from us:
The opportunity to make a difference - our culture thrives on idea-sharing, collaboration and the ability to create impact.
Rewarding, enterprising and engaging atmosphere where you will be able to see your contributions at work.
Understanding balance: We know our people have places to go, people to see and good times to have when theyre not at work and we support that.
An award-winning benefits packages that includes 100% company-funded health coverage (dental, vision and prescriptions), health care spending account, a flexible wellness program and CWB Balance Day (extra day off with pay!).
The majority of our branches enjoy a Monday-Friday day time schedule.
Our commitment to your success and development: On-going career conversations and personalized professional growth opportunities.
Competitive salary and performance related bonus.
Continual learning opportunities and professional development training to grow your talent and realize your aspirations and potential.

Closing Date:
  • P osition closes at 12:01am on indicated close date

Inclusion & Diversity

CWB Financial Group is committed to being an equitable employer, providing an inclusive environment for a diverse workforce. We believe that inclusion has power. In fact, thats one of our values. We know that diverse teams unleash new ideas and perspectives. We work to create an organization where people can be proud of who they are, and allies for those around them. We know that there is power in our differences and we are committed to providing equitable treatment to all employees, applicants and clients. And beyond that, we celebrate our people and those differences. Were always looking for talent that believes these things too.

Accommodation or Accessibility

Applicants requiring accommodation, please reach out .

Application Process:
Applications are only accepted via our online recruiting system.

We appreciate your interest in working with us; however, only those applicants selected for interviews will be contacted.

Final candidates for this position will be required to undergo security screening, including a credit and criminal records check.

Quick Apply

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