Senior Account Manager, Retail Banking - Calgary Main Branch (#341/14)

Employment type: Full-time
City: Calgary
Last visit: 2014-10-29
Author's ads: 1

Posted: 2014-10-29


About Us

At CWB Group we have opportunities for you to join a team where you can make a difference. Headquartered in Edmonton and with 2,000 employees across the four western provinces, we have an award-winning corporate culture that prides itself on being hard-working, creative, respectful and team-oriented. This has created a successful organization where employees don't just imagine the possibilities; they create the opportunity every day, for themselves, our clients, our communities and our shareholders. We are unique company looking for unique individuals to join our team. This may be the opportunity you've been looking for.

Job Description

Imagine working with colleagues that share your creativity, strong work ethic and desire to always do what’s right and what’s best. Imagine working within a culture built on respect and common sense thinking.  Imagine working for Canadian Western Bank Group (CWB Group We pride ourselves on a unique approach to financial services: “Put people first and profitability will follow.” This philosophy has created an organization where employees don’t just imagine the possibilities; they create opportunity every day, for themselves and for our clients. Our people are given the chance to take a job and turn it into a career and a life that is both rewarding and fulfilling.  This is an opportunity to join a positive team with a winning attitude – one that goes above and beyond for every customer, every time.

Position Focus:

This is primarily a business development role. The immediate focus is to enhance existing client relationships, and to develop and expand retail relationships with the management and employees of our commercial loan clients. As time permits, the individual will be expected to attend networking events, and to source new retail opportunities.


Mutual Funds Licence required.

Branch Compliance Officer designation required.

PFP Designation required, CFP designation an asset


7 years banking experience in a lending capacity with strong negotiating skills, including, mutual fund sales experience and 3-4 years supervisory experience.

Branch Compliance Officer experience an asset.

Ability to interpret and analyse Company financial statements would be an asset

Strong knowledge of credit structuring for self-employed and professional clients.

Proven business development and sales skills that enhance client relationships.

Excellent organizational, and communication skills (both written and verbal

Prepared to join business associations and attend networking events.


Strong focus on the development and growth of mutual funds portfolio. Participate in the development of retail deposit and loan portfolios.

Actively seeking to identify opportunities to develop and enhance client relationships as well as seeking and making appropriate referrals to/from the commercial banking team.

Participate in establishing and implementing the branch retail lending and deposit marketing plan.

Preparation, completion and processing of loan documents/applications while following established guidelines.

To apply, click here.

Follow us on twitter @cwbcareers and LinkedIn

Career Level: Experienced

Years of Relevant Experience: 7 Years

Industry: Financial Services and Banking

Job Function: Accounting and Finance