Canadian Western Bank
Job title:
Manager, Personal Banking Administration
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. On-site requirements. Collaborative connections.
Locations: Edmonton 103rd Street Banking Centre /Sherwood Park Banking Centre.
Note This role will also be responsible for managing Personal Banking Administration duties at the Sherwood Park Banking Centre. The successful candidate’s main location will be at 103rd Street Banking Centre, and will only work out of the Sherwood Park Banking Centre one day per week. Candidate must be able to travel between banking centres.
CWB is a bank built for business owners
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, 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 opportunity
The primary focus of the Manager, Personal Banking Administration is to maintain established programs and procedures to ensure the branch’s personal administration is functioning effectively and complies with policies and regulatory requirements in all areas of personal banking and operations.
Day to day
Prepare and monitor monthly and quarterly reports including branch non-interest expenses
Assist the retail team to ensure branch activities and processes are followed to promote the retention and growth of existing clients, as well as attract new clients to effectively meet their banking and financial needs and meet branch targets and goals.
Professionally and actively refer clients to Account Managers who will explore potential solutions to solve the problems identified.
Provide a high level of customer service that consistently exceeds expectations and enhances the relationship with the client.
Provide general supervision/support to the retail area, particularly during times of high volume, vacation relief, and extended periods of absenteeism for any reason.
Implement and maintain programs and procedures to ensure the branch’s retail administration is functioning effectively and complies with applicable policies & regulatory requirements in all areas of retail banking and retail operations. Ensure an inspection rating of Satisfactory is maintained with limited major and repeat findings identified.
Provide ongoing coaching, both scheduled and impromptu, with teams to develop skills and confidence which will enhance client relationships and grow the personal banking portfolios.
Support the Manager, Sales & Service at all times to ensure ongoing cooperation and example to all other staff. Replace the Manager, Sales & Service during absence due to holidays or illness, etc.
Client experience. Detail Oriented. Collaboration. Organization.
Skills and competencies that will take you further
Excellent knowledge of all Bank and partner company’s products & services.
Working knowledge of Canadian Banking Regulations.
Ability to create a positive work environment where employees are motivated to do their best.
Proven excellence in interpersonal and organization skills.
Inspires and persuades others to voluntarily follow directions and pursue and achieve goals
Proven problem solving and analytical skills.
Proven ability to identify cross-sell/referral opportunities.
Intermediate knowledge of Microsoft Office products and KYC program.
Foundational knowledge and experience to grow from
Diploma/degree in related field
Minimum 5 years banking experience
Why work with us?
Your success is our obsession! And our benefits back it up.
Wellness matters. We offer a flexible and personalized benefits package that includes hybrid work environments, everyday flexibility, a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a robust 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
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. 01/17/2024
Expected salary
Location
Edmonton, AB
Job date
Fri, 05 Jan 2024 05:10:26 GMT
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