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Assistant Manager, Sales and Service

Canadian Western Bank

This is a Full-time position in Victoria, BC posted July 16, 2021.

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 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.

Assistant Manager, Sales & Service CWB Financial Group (CWB) is not your typical bank
– we take a deeply personalized approach to our business and in our core values.

Taking the time to understand our clients’ goals and aspirations allows us to use a full-picture view in the type of support, guidance and service needed to help them cultivate a successful financial future.

The opportunity Our employees are more than just numbers
– we are proud of the welcoming and open culture that invests in our people.

Assistant Manager, Banking Customer Service helps lead our personal banking team, specifically in transactional operations and sales driving for the enhancement of current and potential client relationships.

Assist with leading the team to help clients with their day-to-day banking needs while become the source of information for where clients’ money is going and what it is doing.

Day-to-day activities Customer focused: 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.

Sales coaching.

Enhancing and shaping your leadership side through demonstrating, and coaching the team to proactively identifying client needs while driving sales and uncovering opportunities to be crucial to client’s financial success by probing, product matching, problem solving and relationship building.

This means also working closely all CWB lines of business: commercial, cash management, wealth, etc.

Mentoring formal and informal coaching to help develop skills and confidence that enhances client relationships and grows the personal banking portfolios in a way that promotes enthusiasm.

Process optimization.

Using customer insights to assist with the driving of implementations and maintenance of programs and procedures that ensure background administration, policy and regulatory requirements are running effectively and efficiently.


Applying your financial expertise and testing your accuracy while preparing and monitoring weekly, monthly, and quarterly reports that help communicate the progress, goals and strategic objectives of the branch.

Capabilities that will take you further Relationship building.

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.

Sales forward.

You’re able to see the bigger picture.

Your client focus allows you to anticipate client’s need to go beyond expectations and drive sales and opportunities to genuinely help others while growing business.


You’re a self-starter, independent and accountable.

You are ambitious, eager to learn and have a real interest in finances and how people spend and use their money.

Agile & responsive.

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

This means juggling the many tasks, demands and competing priorities that arise in a day with a practiced ease and level head.

Technically proficient.

You’re computer savvy
– MS Office Suite, as well as exposure to a lending or banking system.

Foundational knowledge and experience to grow from You’ve spent about three years in a banking environment and may have had practice at mentoring a sales driven team.

You’ve had exposure to what it takes to manage day-to-day cash operations in a branch and have some post-secondary education or equivalent experience and an understanding of debt and investment products.

Why work with us?

Accolades Winners of Canada’s Most Admired Corporate Culture 2020 & recognized as one of 50 Best Workplaces in Canada by Great Places to Work Benefits Your voice matters.

Help us shape our voice around important social & cultural matters.

The opportunity to make a difference.

Build a team.

Make an impact.

Put your mark on the CWB landscape.

Flexible work arrangements.

Make work make sense for you.

Remote work.


Compressed work weeks & more Physical health and mental fitness are priorities.

Generous time away to practice self-care and family-care with 100% company paid benefit & support programs.

Community giving .

Drive economic prosperity in your community.

Get involved.



All with CWB support.

Bring your whole self to work.

Inclusion is a journey requiring practice & experience that results in a powerful outcome.





We play to win.

When we fail, we fail forward.


Join, participate, lead an employee represented group (ERG).

Find a community within the CWB family.

Organization wide coaching services.

Strategic career design is something we work hard to deliver for all employees.


Peer to peer recognition program.

Both “in the moment” and monumental Financial rewards.

Yup We pay you too.

Base plus performance incentives.

Retirement investment strategy.

You can’t work forever, so created an RRSP contribution & matching program with financial advisors at the ready to help you make the most of your wealth.

Company ownership.

The knowledge and opportunity to impact the bottom line and be rewarded for it
– every day, with our employee share purchase plan.

Take your career further with CWB.

Apply today.

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

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