Private Banker

Full Time

Website CWB Financial Group

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.CWB is a bank built for business ownersCanadian 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, 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.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, united as one.The opportunityProactively develop, manage, retain and grow full-service relationships with high-net worth clients and prospects. This role is a key part of our commercial banking team reporting directly into the Deputy Manager & Commercial Banking Lead and works collaboratively with CWB Wealth to develop and execute a united client acquisition and management strategy while maintaining adherence to the banks’ risk appetite. Assists in the design, development and delivery of solutions that meet the client’s complex personalized needs. Works collaboratively with all specialized partners within CWBFG to identify opportunities.Areas of focus / What you’ll be doingBest for Clients• Creation, initiation, and execution of a high-level Business Development strategy focused on increasing Personal Banking solutions to high-net-worth business owner clients and prospects• Responsible for proactive sourcing and management of new business opportunities including identifying opportunities for integration with other CWB (Canadian Western Bank) business Lines, specifically Commercial and Wealth Management• Responsible for driving a highly personalized, seamless, “concierge-like” experience for new and existing high net worth business clients through full-service solutions and services• Responsible for developing and enhancing/expanding existing client relationships• Provides proactive advice to high net worth clients and their families and work alongside other advisors (CWB Wealth, Accountants, Lawyers, etc) to develop and execute on a comprehensive financial plan.• Cultivates an active network of Centre of Influence (COI) to generate referral business• May be targeted to specific client segments or industries• Manage a client portfolio of over 20MM in assets and lending with CWB Financial GroupBest for Investors• Ensure regular banking centre activities with the Commercial Relationship Managers, by referrals or joint client meetings, to identify opportunities with clients including a comprehensive suite of personal products and services for the principals of the businesses, their families, and their employees.• Proactively solicit and identify deposit opportunities from prospects and clients across Personal, Commercial and Cash Management clients ensuring suitable products for clients and appropriate pricing.• Proactively solicit and identify referral opportunities to CWB Partners, specifically including Wealth Management, Real Estate, Auto Finance Group, Equipment, and Maxium Financial.• Work closely with the Private Wealth Specialist team to make qualified referrals and jointly meet with clients• Analyze, prepare, recommend credit requests working with Credit Support, ensuring applications exhibit quality risk assessment and analysis as well as appropriate pricing.• Ensure regular banking centre activities are consistently followed to ensure effective client contact is maintained to develop relationships and identify client needs, as well as to probe/listen for new growth opportunities.• Participate in business development activities outside of CWB to generate business and enhance CWB’s image with clients, the industry, and the community.• Ensure the safety of the Bank’s funds through proper loan portfolio management focusing on loan quality, exposure limits, and security requirements.Best for People• Responsible for finding opportunities to mentor and coach less experienced team members and team members within other areas of the operation interested in Account Management career path• Live the CWB values in interactions within and outside of the organization• Be a brand ambassador for CWB• Recognize opportunities with personal development and create plan to address gaps• Participate in plans to enhance employee experience, collaboration within teams and recognition of peers within and beyond immediate portfolio• Inspire trust by being open, honest, and direct in communication, meeting commitments and behaving ethically in all dealings• Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel• Accept responsibility and accountability for actions and results• Prepare and regularly review annual goals and career development plan with your Leader• Promote cooperation and commitment within the CWB Group towards the attainment of common goals enabling productive group interactionsCWB Financial GroupCore knowledge requirements / Applicable “know-how”Education• Diploma/Degree in related field• PFP or commitment to acquire a PFP designation within (36) months is requiredProfessional Experience• Minimum 5 years banking experience and a comprehensive understanding of all aspects of retail lending.• Commercial banking experience is an asset• Proven experience in business development activities specific to marketing, sales and relationship management• Former Private Banking experience as an assetDemonstrated experience / Relevant “can do” experience• Strong knowledge of all Bank products & services.• Strong interpersonal and organizational skills.• Strong work ethic and positive team attitude• Ensures and maintains client satisfaction with the product and services offered by CWB and our partner companies• Proven customer service and troubleshooting skills• Exceptional conflict resolution and objection handling skills• Makes timely, informed decisions that take into account facts, goals, constraints and risks• Clearly conveys information using the tools necessary, engaging the audience to ensure the message is delivered and understood, creating a positive first impression with confidence and respect• Responds well to change – able to accept change, with a positive attitude, as a natural occurrence of any business• Shows respect, maintains confidentiality, and honors commitments• Preserves effectiveness, drive and focus for extended periods of time, while maintaining composure in highly stressful or adverse situations• Follows policies and procedures when completing tasks• Takes personal responsibility• Highly flexible, with solid interpersonal skills that allow one to work effectively in a diverse working environment• Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times• Strong attention to detailWhy work with us?_Winners of Canada’s Most Admired Corporate Culture 2021 &__Recognized as one of 50 Best Workplaces in Canada by Great Places to Work 2022__& Best Workplaces for Mental Wellness in Canada 2021_Values driven people first benefitsAt CWB, we know your life, downtime, family, adventure, recovery, and future are an important part of you.

They’re important to CWB too. That’s why our benefits take care of your whole life, family included._Wellness matters._ We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, 100% 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 a community within the CWB family _ in our employee represented groups. _Career development._ We invest in our employees’ development to help them reach their professional goals with organization wide _Coaching services. _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 “why” at __cwbcareers.com__._Be proud of where you work. Join CWB. Apply today.Job Type: Full-timeBenefits: Extended health careSchedule: 8 hour shift Monday to FridayWork Location: In person


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