Business Banking Advisor

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

Location | Edmonton, AB

CWB is a bank built for business owners

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 CWB Small Business Banking Portfolio is a vital part of CWB's mission to become an exciting force in Canadian banking and the best full-service bank for business owners. Working alongside other Small Business Banking Advisors, the position delivers expert advice on CWB product and services including loans, deposits and cash management products. If you have a passion for delivering top tier customer services and exploring a career in commercial banking, keep reading!

As a Business Banking Advisor at CWB, you will have the unique opportunity to provide outstanding service and experienced advice on CWB business banking and cash management solutions. You will be the first point of contact for clients, ensuring their needs are met and leaving them with a magnificent impression of CWB. Your responsibilities will include:

• Providing outstanding customer service by offering experienced advice on CWB business banking and cash management solutions

• Leading and growing a portfolio of new business clients (up to $5M) that are onboarded through CWB's Business Contact Centre

• Proactively asking clients additional questions to better understand their needs and provide tailored solutions

• Assisting in the administration, tracking, and reporting of sales activities, marketing campaigns, and local market initiatives using our CRM Reporting tool

• Post-secondary diploma or certificate with strong supporting professional experience

• A passion for continuous growth and learning

• Three (3) to five (5) years of banking experience, experience in small business banking and cash management would be considered an asset.

• Resilience and adaptability to embrace change and improve processes and efficiencies

• Strong interpersonal skills with the ability to build rapport with a geographically diverse client base in a contact centre environment

• Outstanding communication skills, both written and verbal, demonstrated through email and telephone interactions

• Excellent attention to detail and the ability to effectively and efficiently handle large volumes of work

• Shown ability to prioritize tasks and meet targets while encouraging meaningful relationships with team members and partners

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 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.

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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.

* Position closes at 12:01am on the close date identified below.