Client Support Specialist

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

Roles Specifications

Term Role : 12 Months

Location : Edmonton Main Banking Centre

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 opportunity

Commercial Portfolio Management >

$2MM

The senior specialist provides credit structuring, credit underwriting, risk management, and client facing support for a portfolio of diversified clients with average loan volumes greater than $2MM, within a specified geographic market.

This individual contributor role partners with the sales & support teams to deliver effective solutions to our clients by analyzing financial statements of loan prospects to drive in making credit decisions, analyzing moderately complex credit, conducting due diligence, re-analyzing financial statements to bring an existing client's credit file to up to date & represents the day-to-day contact for clients.

Areas of focus

Credit underwriting. Risk management. Client experience.

Credit Underwriting. As an expert credit underwriter, you will partner with sales teams to support the branch strategy and client experience 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.

Core know-how & experience requirements

A Bachelor's Degree in commerce, finance, or accounting subject areas (equivalent experience accepted) and have 3 plus years' hands-on experience in business banking, commercial lending, financial services, etc.

You have a real passion for all things credit and credit risk management that runs through your veins. Your hard work ethic and financial acuity are the main attributes to your success and it's your desire to succeed that makes you stand out amongst your colleagues.

You are highly organized, technically proficient, and have a strong desire to carry new learning forward and build a career in financial services.

Go further. Ignite your career. Apply now.

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.

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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.

Closing Date :

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

11 / 26 / 2024