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: 2 Roles Available roles Locations: Calgary Main and 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 The Specialist, Commercial Portfolio Management provides credit structuring, credit underwriting, risk management, and client facing support for a portfolio of diversified clients with average loan volumes under $2MM, within a specified geographic market. This individual contributor role partners with the sales & support teams to deliver effective solutions to our clients by supporting them with the analysis and development of general economic overviews, industry profiles, the evaluation of past and present fiscal viability of loan prospects & represents the day-to-day contact for clients. Areas of focus / What you'll be doing Credit underwriting. Risk management. Client experience. Credit Underwriting. As a credit underwriter, you will partner with sales teams to support through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and day-to-day client relationships for medium to large commercial clients. Directly supporting the sales team to develop creative, competitive, full-service client solutions, using internal partnerships and specialists where appropriate. Risk management. You will apply your risk management skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB's risk appetite. Proactively manage risk with prudent lending recommendations, including appropriate & consistent monitoring & due diligence, minimizing operational losses. Client experience. Acts as the key point of contact for daily interactions with clients for daily operations, account administration, & inquires as well as effective & consistent support to the deal team, ensuring the delivery of an exceptional client experience. Successful incumbent A Business Administration or related diploma (or equivalent experience) and have 2ish years' hands-on experience in banking, or business lending - inclusive of direct commercial credit underwriting. You are comfortable with financial statement analysis and possess a proven understanding of Moody's Financial Analyst. Your hard work ethic, commitment to collaboration, growth mindset & drive are the main attributes to your success and it's your competitive advantage to rise above that makes you stand out amongst your peers. You are highly organized, technically proficient, and have a strong desire to carry new learning forward and build a career in financial services. 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 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. 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: Position closes at 12:01am on the close date identified below. 10/8/2024
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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsHybrid work environment with onsite requirement. Everyday flexibilityLocation: Coquitlam, BCCWB is a bank built for business ownersPut a new spin on your banking careerOur 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 The Manager, Commercial Portfolio Management provides credit structuring, credit underwriting, risk management, and client facing support for a complex and diversified client portfolio with average loan volumes primarily greater than $10 MM. This role performs credit underwriting, monitoring and adjudication on a diversified commercial banking book in the Mid-Market commercial banking space. The successful candidate will have a full understanding of the organization's credit policies and existing credit arrangements and is still developing knowledge of specifics related to unique credit arrangements. The role has day to day contact with clients and partners relationship managers & acts as a mentor/leader to specialist team.What you'll be doing Credit underwriting. As an expert credit underwriter, you will partner with sales teams to support the branch through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and day-to-day client relationships for Mid Market commercial clients. Directly working with the sales team to develop creative, and ambitious, full-service client solutions, while maximizing internal partnerships and specialists where appropriate.Risk management. Use knowledge of credit policies & arrangements to apply risk mitigation skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB's risk appetite. Proactively manage risk with prudent lending recommendations, including appropriate & consistent monitoring & due diligence, minimizing operational losses. Exercises good judgement & decisive actions when meeting the needs of clients.Client experience. Connects with clients daily & provides critical retention touch points for high value clients, actively determining needs & referring clients to other business partners across CWB Financial Group.Play-to-win mentorship. Embrace our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and strong diverse workforce. Champion change. Champion collaboration & an united CWB approach. Coach fearlessly. Intentionally feed forward. Strengthen our learning culture with a growth mindset. Grow from failures. Deliver results.Successful incumbentA Bachelor's Degree in commerce, finance, or accounting fields (or equivalent experience) with demonstrated & proven abilities (approx. 6 years experience) within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries with directly leadership & coaching experienceWhy work with us?Proudly recognized by Great Place to Work in 2024 as one of Canada's top 50 Best Workplaces & member of Waterstone Human Capital's Most Admired Corporate Culture Hall of Fame. Wellness matters . We offer an award-winning benefits package that includes:Hybrid work environmentsEveryday flexibilityGenerous company-funded health coverageHealth care spending accountA flexible wellness programgenerous 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 servicesMentorshipEducation 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.IND-AIAs 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: Position closes at 12:01am on the close date identified below.10/9/2024
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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsHybrid work environment with onsite requirement. Everyday flexibilityLocation: Coquitlam, BCCWB is a bank built for business ownersPut a new spin on your banking careerOur 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 The Manager, Commercial Portfolio Management provides credit structuring, credit underwriting, risk management, and client facing support for a complex and diversified client portfolio with average loan volumes primarily greater than $10 MM. This role performs credit underwriting, monitoring and adjudication on a diversified commercial banking book in the Mid-Market commercial banking space. The successful candidate will have a full understanding of the organization's credit policies and existing credit arrangements and is still developing knowledge of specifics related to unique credit arrangements. The role has day to day contact with clients and partners relationship managers & acts as a mentor/leader to specialist team.What you'll be doing Credit underwriting. As an expert credit underwriter, you will partner with sales teams to support the branch through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and day-to-day client relationships for Mid Market commercial clients. Directly working with the sales team to develop creative, and ambitious, full-service client solutions, while maximizing internal partnerships and specialists where appropriate.Risk management. Use knowledge of credit policies & arrangements to apply risk mitigation skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB's risk appetite. Proactively manage risk with prudent lending recommendations, including appropriate & consistent monitoring & due diligence, minimizing operational losses. Exercises good judgement & decisive actions when meeting the needs of clients.Client experience. Connects with clients daily & provides critical retention touch points for high value clients, actively determining needs & referring clients to other business partners across CWB Financial Group.Play-to-win mentorship. Embrace our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and strong diverse workforce. Champion change. Champion collaboration & an united CWB approach. Coach fearlessly. Intentionally feed forward. Strengthen our learning culture with a growth mindset. Grow from failures. Deliver results.Successful incumbentA Bachelor's Degree in commerce, finance, or accounting fields (or equivalent experience) with demonstrated & proven abilities (approx. 6 years experience) within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries with directly leadership & coaching experienceWhy work with us?Proudly recognized by Great Place to Work in 2024 as one of Canada's top 50 Best Workplaces & member of Waterstone Human Capital's Most Admired Corporate Culture Hall of Fame. Wellness matters . We offer an award-winning benefits package that includes:Hybrid work environmentsEveryday flexibilityGenerous company-funded health coverageHealth care spending accountA flexible wellness programgenerous 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 servicesMentorshipEducation 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.IND-AIAs 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: Position closes at 12:01am on the close date identified below.10/9/2024
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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsLocation: Abbotsford, Banking CentreCWB is a bank built for business ownersOur 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 opportunityLead business development activities to build and manage a portfolio of diversified commercial clients, with average loan and deposit volumes less than $2 MM. The incumbent drives the commercial client relationship and is responsible to ensure delivery of full-service banking and financial solutions, in collaboration with their colleagues. This individual is relied on to possess deep knowledge of the bank's products and services relevant to medium size enterprises and a detailed understanding of the client's business and story - in order to be an effective proactive partner and provide the best existing and new bank products to best meet their needs.Areas of focus Sales activation. Business growth. Client experience. Credit risk management. Client experience. Deliver outstanding client experiences at every interaction in line with CWB's brand promise. Provide full-service solutions for clients with the view to be every client's primary financial partner.Sales activation & business growth. Create, implement, and effect an independent marketing plan to achieve all sales & growth targets. Undertake independent sales activities to achieve annual loan, deposit, and cash management sales, revenue, volume, and new customer objectives. Negotiate skills to optimize overall profitability of relationships with new & existing clients. Actively generate leads & referrals for business partners across CWB.Credit risk management. Together with the commercial credit team, you will apply your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within CWB's risk appetite.Core know-how & experience requirementsA Bachelor's Degree in commerce, finance or accounting fields and a five-Ish years' experience within commercial lending or equivalent experience. Proven experience developing and implementing successful sales strategies and actions with critical partners. Subject matter expert in the continuous improvement of sales processes & programs. A solid base in business modelling & computer expertise is highly beneficial.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 Waterstone 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.IND-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: Position closes at 12:01am on the close date identified below.10/14/2024
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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsLocation: Abbotsford, Banking CentreCWB is a bank built for business ownersOur 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 opportunityLead business development activities to build and manage a portfolio of diversified commercial clients, with average loan and deposit volumes less than $2 MM. The incumbent drives the commercial client relationship and is responsible to ensure delivery of full-service banking and financial solutions, in collaboration with their colleagues. This individual is relied on to possess deep knowledge of the bank's products and services relevant to medium size enterprises and a detailed understanding of the client's business and story - in order to be an effective proactive partner and provide the best existing and new bank products to best meet their needs.Areas of focus Sales activation. Business growth. Client experience. Credit risk management. Client experience. Deliver outstanding client experiences at every interaction in line with CWB's brand promise. Provide full-service solutions for clients with the view to be every client's primary financial partner.Sales activation & business growth. Create, implement, and effect an independent marketing plan to achieve all sales & growth targets. Undertake independent sales activities to achieve annual loan, deposit, and cash management sales, revenue, volume, and new customer objectives. Negotiate skills to optimize overall profitability of relationships with new & existing clients. Actively generate leads & referrals for business partners across CWB.Credit risk management. Together with the commercial credit team, you will apply your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within CWB's risk appetite.Core know-how & experience requirementsA Bachelor's Degree in commerce, finance or accounting fields and a five-Ish years' experience within commercial lending or equivalent experience. Proven experience developing and implementing successful sales strategies and actions with critical partners. Subject matter expert in the continuous improvement of sales processes & programs. A solid base in business modelling & computer expertise is highly beneficial.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 Waterstone 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.IND-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: Position closes at 12:01am on the close date identified below.10/14/2024
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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsLocation: Abbotsford, Banking CentreCWB is a bank built for business ownersOur 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 opportunityLead business development activities to build and manage a portfolio of diversified commercial clients, with average loan and deposit volumes less than $2 MM. The incumbent drives the commercial client relationship and is responsible to ensure delivery of full-service banking and financial solutions, in collaboration with their colleagues. This individual is relied on to possess deep knowledge of the bank's products and services relevant to medium size enterprises and a detailed understanding of the client's business and story - in order to be an effective proactive partner and provide the best existing and new bank products to best meet their needs.Areas of focus Sales activation. Business growth. Client experience. Credit risk management. Client experience. Deliver outstanding client experiences at every interaction in line with CWB's brand promise. Provide full-service solutions for clients with the view to be every client's primary financial partner.Sales activation & business growth. Create, implement, and effect an independent marketing plan to achieve all sales & growth targets. Undertake independent sales activities to achieve annual loan, deposit, and cash management sales, revenue, volume, and new customer objectives. Negotiate skills to optimize overall profitability of relationships with new & existing clients. Actively generate leads & referrals for business partners across CWB.Credit risk management. Together with the commercial credit team, you will apply your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within CWB's risk appetite.Core know-how & experience requirementsA Bachelor's Degree in commerce, finance or accounting fields and a five-Ish years' experience within commercial lending or equivalent experience. Proven experience developing and implementing successful sales strategies and actions with critical partners. Subject matter expert in the continuous improvement of sales processes & programs. A solid base in business modelling & computer expertise is highly beneficial.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 Waterstone 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.IND-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: Position closes at 12:01am on the close date identified below.10/14/2024
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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsHybrid work environment with onsite requirement. Everyday flexibilityLocation: Coquitlam, BCCWB is a bank built for business ownersPut a new spin on your banking careerOur 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 The Manager, Commercial Portfolio Management provides credit structuring, credit underwriting, risk management, and client facing support for a complex and diversified client portfolio with average loan volumes primarily greater than $10 MM. This role performs credit underwriting, monitoring and adjudication on a diversified commercial banking book in the Mid-Market commercial banking space. The successful candidate will have a full understanding of the organization's credit policies and existing credit arrangements and is still developing knowledge of specifics related to unique credit arrangements. The role has day to day contact with clients and partners relationship managers & acts as a mentor/leader to specialist team.What you'll be doing Credit underwriting. As an expert credit underwriter, you will partner with sales teams to support the branch through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and day-to-day client relationships for Mid Market commercial clients. Directly working with the sales team to develop creative, and ambitious, full-service client solutions, while maximizing internal partnerships and specialists where appropriate.Risk management. Use knowledge of credit policies & arrangements to apply risk mitigation skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB's risk appetite. Proactively manage risk with prudent lending recommendations, including appropriate & consistent monitoring & due diligence, minimizing operational losses. Exercises good judgement & decisive actions when meeting the needs of clients.Client experience. Connects with clients daily & provides critical retention touch points for high value clients, actively determining needs & referring clients to other business partners across CWB Financial Group.Play-to-win mentorship. Embrace our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and strong diverse workforce. Champion change. Champion collaboration & an united CWB approach. Coach fearlessly. Intentionally feed forward. Strengthen our learning culture with a growth mindset. Grow from failures. Deliver results.Successful incumbentA Bachelor's Degree in commerce, finance, or accounting fields (or equivalent experience) with demonstrated & proven abilities (approx. 6 years experience) within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries with directly leadership & coaching experienceWhy work with us?Proudly recognized by Great Place to Work in 2024 as one of Canada's top 50 Best Workplaces & member of Waterstone Human Capital's Most Admired Corporate Culture Hall of Fame. Wellness matters . We offer an award-winning benefits package that includes:Hybrid work environmentsEveryday flexibilityGenerous company-funded health coverageHealth care spending accountA flexible wellness programgenerous 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 servicesMentorshipEducation 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.IND-AIAs 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: Position closes at 12:01am on the close date identified below.10/9/2024
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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsLocation: Abbotsford, Banking CentreCWB is a bank built for business ownersOur 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 opportunityLead business development activities to build and manage a portfolio of diversified commercial clients, with average loan and deposit volumes less than $2 MM. The incumbent drives the commercial client relationship and is responsible to ensure delivery of full-service banking and financial solutions, in collaboration with their colleagues. This individual is relied on to possess deep knowledge of the bank's products and services relevant to medium size enterprises and a detailed understanding of the client's business and story - in order to be an effective proactive partner and provide the best existing and new bank products to best meet their needs.Areas of focus Sales activation. Business growth. Client experience. Credit risk management. Client experience. Deliver outstanding client experiences at every interaction in line with CWB's brand promise. Provide full-service solutions for clients with the view to be every client's primary financial partner.Sales activation & business growth. Create, implement, and effect an independent marketing plan to achieve all sales & growth targets. Undertake independent sales activities to achieve annual loan, deposit, and cash management sales, revenue, volume, and new customer objectives. Negotiate skills to optimize overall profitability of relationships with new & existing clients. Actively generate leads & referrals for business partners across CWB.Credit risk management. Together with the commercial credit team, you will apply your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within CWB's risk appetite.Core know-how & experience requirementsA Bachelor's Degree in commerce, finance or accounting fields and a five-Ish years' experience within commercial lending or equivalent experience. Proven experience developing and implementing successful sales strategies and actions with critical partners. Subject matter expert in the continuous improvement of sales processes & programs. A solid base in business modelling & computer expertise is highly beneficial.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 Waterstone 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.IND-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: Position closes at 12:01am on the close date identified below.10/14/2024
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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsLocation: Abbotsford, Banking CentreCWB is a bank built for business ownersOur 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 opportunityLead business development activities to build and manage a portfolio of diversified commercial clients, with average loan and deposit volumes less than $2 MM. The incumbent drives the commercial client relationship and is responsible to ensure delivery of full-service banking and financial solutions, in collaboration with their colleagues. This individual is relied on to possess deep knowledge of the bank's products and services relevant to medium size enterprises and a detailed understanding of the client's business and story - in order to be an effective proactive partner and provide the best existing and new bank products to best meet their needs.Areas of focus Sales activation. Business growth. Client experience. Credit risk management. Client experience. Deliver outstanding client experiences at every interaction in line with CWB's brand promise. Provide full-service solutions for clients with the view to be every client's primary financial partner.Sales activation & business growth. Create, implement, and effect an independent marketing plan to achieve all sales & growth targets. Undertake independent sales activities to achieve annual loan, deposit, and cash management sales, revenue, volume, and new customer objectives. Negotiate skills to optimize overall profitability of relationships with new & existing clients. Actively generate leads & referrals for business partners across CWB.Credit risk management. Together with the commercial credit team, you will apply your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within CWB's risk appetite.Core know-how & experience requirementsA Bachelor's Degree in commerce, finance or accounting fields and a five-Ish years' experience within commercial lending or equivalent experience. Proven experience developing and implementing successful sales strategies and actions with critical partners. Subject matter expert in the continuous improvement of sales processes & programs. A solid base in business modelling & computer expertise is highly beneficial.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 Waterstone 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.IND-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: Position closes at 12:01am on the close date identified below.10/14/2024
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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole Specifications:2 Roles Available rolesLocations: Calgary Main and Red Deer Banking CentrePut a new spin on your banking careerOur 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 The Specialist, Commercial Portfolio Management provides credit structuring, credit underwriting, risk management, and client facing support for a portfolio of diversified clients with average loan volumes under $2 MM, within a specified geographic market. This individual contributor role partners with the sales & support teams to deliver effective solutions to our clients by supporting them with the analysis and development of general economic overviews, industry profiles, the evaluation of past and present fiscal viability of loan prospects & represents the day-to-day contact for clients.Areas of focus / What you'll be doing Credit underwriting. Risk management. Client experience.Credit Underwriting. As a credit underwriter, you will partner with sales teams to support through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and day-to-day client relationships for medium to large commercial clients. Directly supporting the sales team to develop creative, competitive, full-service client solutions, using internal partnerships and specialists where appropriate.Risk management. You will apply your risk management skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB's risk appetite. Proactively manage risk with prudent lending recommendations, including appropriate & consistent monitoring & due diligence, minimizing operational losses.Client experience. Acts as the key point of contact for daily interactions with clients for daily operations, account administration, & inquires as well as effective & consistent support to the deal team, ensuring the delivery of an exceptional client experience.Successful incumbentA Business Administration or related diploma (or equivalent experience) and have 2ish years' hands-on experience in banking, or business lending - inclusive of direct commercial credit underwriting. You are comfortable with financial statement analysis and possess a proven understanding of Moody's Financial Analyst. Your hard work ethic, commitment to collaboration, growth mindset & drive are the main attributes to your success and it's your competitive advantage to rise above that makes you stand out amongst your peers. You are highly organized, technically proficient, and have a strong desire to carry new learning forward and build a career in financial services.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 Human Capital's Most Admired Corporate Culture 2023. Wellness matters . We offer an award-winning benefits package that includes:Hybrid work environmentsEveryday flexibilityGenerous company-funded health coverageHealth care spending accountA flexible wellness programgenerous 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 servicesMentorshipEducation 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.IND-NBAs 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: Position closes at 12:01am on the close date identified below.10/8/2024
