The Senior Credit Analyst utilizes advanced skills in credit writing, financial statement analysis, loan structuring, risk management and communications to provide exceptional service and responsiveness within EFG’s key business line functions of credit underwriting, loan applications and recurring credit review process and administration. This is an important role in delivering effective risk-based loan pricing and profitability management with underwriting focus primarily directed toward more complex and higher value credits requiring in-depth knowledge and experience, to appropriately assess, and mitigate all attributes of risk in alignment with CWB’s defined risk appetite. This position provides direct functional mentorship and guidance to Credit Analysts and Associates – enhancing the development of EFG’s credit capabilities.

Day to day activities                                  

• Client engagement: Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner.

• Credit underwriting: As an experienced credit underwriter, you will partner with Senior Commercial Relationship Managers to support the branch strategy and client experience through effective and timely credit underwriting for new and existing borrowing clients with average loan volumes greater than $2MM. You will manage risks and day-to-day client relationships for medium to large commercial clients.

• Risk management: You will utilize 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. You respect and comply with all policy/procedures, regulatory and reporting requirements.

• Mentorship and coach: The two are synonymous. You have a proven ability to influence those in your sphere with knowledge and experience positively. You are engaged and present for every coaching opportunity to elevate those around you.

• Learning: Although you’ve developed a strong credit foundation, you are always identifying trends and growing your knowledge to achieve ultimate success and strong results for you and your team.

Foundational knowledge and experience to grow from

Financial and marketing knowledge of local markets and national economies built on a foundation of formal education (business degree) and real-life experience (5+ years of financial services experience in risk management, banking with 3 years in business lending)– preferably in equipment financing and leasing). If you are either on the path to get CFA, CPA, CGA, CMA, or CA or have the willingness to obtain those letters - that will set you apart. Exceptional credit adjudication experience supported by honed skills in financial statement analysis and deep knowledge base of effective risk mitigation strategies for credit underwriting with a knowledge of collateral security and documentation requirements.

Capabilities that will take you further.

• Financial expertise. You have garnered credit underwriting experience that has allowed you to plan, execute and mitigate risk on a portfolio of clients. You have solid comprehension of equipment financing and leasing and a general understanding of collateral security and documentation requirements.

• Proactive nature. Although you pride yourself in being detail oriented and can see well into the weeds of problems, it is your knack for anticipating needs, opportunities, and solutions that sets you apart from your peers.

• Effective communication.  You can communicate effectively both verbally and in writing.  You have refined your negotiation, facilitation, influencing and conflict mitigation skills. While it's not a must, being fluent in French could add a little "je ne sais quoi" to your success in this role!

• Technologically proficient. You are adept at learning new software that you will use on a day-to-day basis. You have mastered MS Office, especially Excel and a good working knowledge of Temenos/T24 and WAVE is an asset.

Why work with us?

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 CulturesTM 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.

#LI-AI1

The primary focus of the Banking Customer Service Representative is to provide exceptional customer service and be responsible to open products and services for new and existing clients without lending requirements by engaging clients in conversation and explore potential opportunities to provide a full-service solution.

Day-to-day activities

Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting

• Deliver outstanding customer experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner. Transforming their banking experience into something memorable, rewarding and financially satisfying. 

• Proactively identifying customer needs to uncover opportunities to be crucial to their financial success through referrals to Account Managers.

• Testing your accuracy and attention to detail with large volumes of transactions, cash handling, inquiries, and interactions.

• Exercising your financial smarts – helping clients understand banking products in a way that promotes enthusiasm and true comprehension.

• Learning and expanding your knowledge in a way that contributes to your branch’s success.

• Spreading positive vibes and collaborating with a team you’re proud to be a part of.

Capabilities that will take you further

• People first approach. You are all about people.  Be it your clients or your colleagues – you like communicating and connecting with others to provide solutions and build real, lasting relationships.

• Business focused. You’re able to see the bigger picture.  Your client focus allows you to anticipate clients’ needs to go beyond expectations and drive opportunities to genuinely help others while growing business.

• Agile. You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and effectively in changing conditions.

• Entrepreneurial. Being accountable and taking ownership of your actions and their results is something you pride yourself on.

• Accurate. You’re very detail oriented.  Accuracy is a practiced skill of yours and doesn’t diminish in a fast-paced, changing environment. 

• Knowledge seeking & growth minded. You’re a self-starter.  You ask questions, are eager to learn and have a real interest in banking and how people spend and use their money. 

• Technologically sound. You’re computer savvy – enough to move around MS Office Suite and other programs with ease.

Foundational knowledge and experience to grow from

Some post-secondary classes and ideally 1 year of customer service experience coupled with a strong desire and commitment to learn and grow a career in the financial sector!

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 Waterstone 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.  

#LI-SA1 

IND-SA

Closing Date:

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

09/30/2024

To provide professional administrative support to the Alberta and Central Banking Regions while maintaining a high level of confidentiality and professionalism. This position plays an integral role in ensuring efficiency and effectiveness in key support and administrative processes for the regions ensuring a positive and supportive team environment while providing excellent service to team members and clients. This includes general administrative support for the regional leadership teams, including expense, invoice and travel management, support for team activities, on premise admin support, assistance with budget tracking, meeting and communication support, and other coordination duties as required.

Specific accountabilities

• Receive incoming invoices, validate to budget detail and prepare payment coding instruction details for Accounts Payable, ensuring the proper signatory authorizations are obtained.

• Setting up contracts and blanket purchase orders for contract services.

• General budget tracking, as required.

• Support leaders with timely and accurate expense management (personal expenses and corporate expenses).

• Coordinate facility services, including seating/office plans, repair or maintenance, key/lock management, procurement of new furnishings

• Booking of rooms and organizing meetings for department level as required

• Other administrative duties, as assigned inclusive of: minute-taking, filing, invoicing, ordering office supplies at the discretion of business leaders

• Coordinates all travel/meeting arrangements and booking for the leadership team

• Manage incoming and outgoing correspondence per leader direction, as required.

• Manage travel requirements as assigned including airfare, and accommodations in line with CWB group travel policy. Support expense claim management process, as required.

• Receive incoming/forwarded phone calls in a professional manner, taking and distributing messages.

• Ordering and maintaining stationary supplies and supply room

• Capture and input information, both for presentation and storage, into the appropriate software

• Coordinating tasks within the department as assigned (e.g., ordering lunches, consolidating data, etc.)

• Other administrative duties, as assigned inclusive of meeting arrangements, minute-taking, filing, invoicing, meeting bookings, ordering office and kitchen supplies, mail runs and distribution of the daily mail

• Maintain strict confidentiality of employee information and leader interactions.

• Prepare and regularly review annual goals and career development plan with manager/supervisor

• Promote cooperation and commitment within the CWB Group towards the attainment of common goals enabling productive group interactions

Knowledge, Skills and Abilities

Education

• Some post-secondary education and/or learning courses preferred

Professional Experience

• Minimum 3-year administrative experience

Personal Competencies

• Portray a team player and a “can do” and proactive attitude at all times

• Excellent administrative and organizational skills with the ability to prioritize job responsibilities and manage high volumes of information effectively, particularly as this role supports multiple leaders at once

• Proficiency with Microsoft Office suite of products, including but not limited to Outlook, Word, Excel

• Able to deal with people sensitively, tactfully, diplomatically and professionally at all times

• Demonstrated ability to build and maintain relationships with management, staff, and clients to enhance professionalism and productivity

• Ability to execute role tasks with a high degree of confidentiality and professional discretion.

• Strong and highly flexible, solid interpersonal and communication skills, both written and verbal, that allow one to work effectively in a diverse environment

• Good analytical skills with strong attention to detail

• 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

• Ability to work effectively with minimal supervision

• Follows policies and procedures when completing tasks

• Takes personal responsibility

Grow your career with CWB. Apply today.

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 Waterstone 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. 

The primary role of the Administrative Receptionist is to ensure a positive first impression of CWB Financial Group.  Key responsibilities are to provide a professional and friendly front line reception experience to colleagues and guests over the phone and in person

The Administrative Receptionist will perform a variety of administrative duties, maintain databases and records, and will maintain positive relationships with the executive and staff, members of the Board, clients and third-party vendors.

Areas of focus

Reception:

• Greet and welcome guests in a friendly and professional manner.

• Manage incoming calls, triage inquiries, and transfer calls efficiently.

• Respond to client inquiries and handle complaints following established procedures.

• Manage meeting room bookings and maintain a tidy, organized reception area.

• Ensure availability of informational materials and refreshments for visitors.

• Train and supervise relief reception staff as needed.

Mail & Courier Support:

• Receive, sort, and distribute incoming and outgoing mail and couriers.

• Manage postage allocation and postage meter funds.

• Process shipping labels and manage fax communications.

• Track, scan, and arrange registered mail deliveries.

Administrative Support:

• Order and maintain office and kitchen supplies, ensuring stock levels are met.

• Process invoices and prepare payment instructions for Accounts Payable.

• Coordinate building and maintenance issues with Property Management.

• Update employee contact information and maintain access card inventory.

• Assist with office-related administrative tasks, such as meeting arrangements, document scanning, and filing.

• Participate in office committees and project teams as required.

Qualifications

• High School Diploma required; post-secondary education is a plus.

• Minimum 1 year of administrative experience, preferably with multiple phone lines and invoice processing.

• Proficiency in MS Office (Excel, Outlook, Word).

Skills & Competencies:

• Strong communication skills (verbal and written), with a polished, professional telephone manner.

• Excellent time management, organization, and multitasking abilities.

• Ability to work independently and make decisions with minimal supervision.

• Friendly, customer-focused attitude with the ability to handle high-pressure situations calmly.

• High attention to detail and strong problem-solving skills.

• Ability to handle sensitive and confidential information with discretion.

Working Conditions:

• Primarily office-based; ability to sit for extended periods.

• Occasional fluctuations in workload, requiring flexibility to meet deadlines.

Key Relationships:

• Internal: CWBFG employees, including senior executives.

• External: Clients and third-party vendors.

Impact:

• Individual contributor with no direct reports or signing authority.

• Works independently within established policies and procedures, exercising judgment as needed.

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 2024 as one of Canada’s top 50 Best Workplaces & member of Waterstone Human Capital’s Most Admired Corporate CulturesTM Hall of Fame.

Wellness matters. We offer an award-winning benefits package that includes:

• 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.

Closing Date:

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

09/19/2024