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Richmond

    Cash Management Specialist - Richmond, BC, Canada - Canadian Western Bank

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    Description
    Putting people first and building relationships with intention

    CWB is a bank built for business owners

    Our core focus is to become the best full-service bank for business owners in Canada.

    The Cash Management Specialist is the primary contact for our business clients and provides critical support from day one and every day forward Day one includes initial onboarding activities comprised of opening, installation, and activation of cash management products and services, with required documentation and electronic entries.

    From there, you will play a key service role with our clients, providing day-to-day operational support and assistance with their banking needs.

    Responding to requests, delivering regular follow-up, account maintenance, and proactive support to help deliver an unrivalled client experience as part of a team of business banking professionals.


    Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB's brand promise.

    Help provide full-service solutions for clients with the view to be every client's primary financial partner.


    Administration, tracking, and reporting of sales activities, marketing campaigns, local market initiatives & ad hoc work as needed to support the team.


    Using your prioritization and triage skills, and testing your accuracy by balancing diverse accounts, applying policy requirements and anti-money laundering regulations while focusing on delivering high quality documentation and customer service.


    Business and cash management market knowledge of local markets and national economies built on a foundation of some formal education in business administration or commerce and real-life experience (4 years of banking and 2 years in business or banking support or administration type roles).

    Knowledge of cash management, deposit & investment products with an awareness of Payment Canada Rules will set your application apart.


    Your keen attention allows you to anticipate clients' needs to go beyond expectations and drive opportunities to genuinely help others while growing business.

    Agile.

    You ask questions, are eager to learn and have a real interest in banking and how people spend and use their money.

    You're computer savvy – enough to move around MS Office Suite and other programs with ease.


    Proudly recognized by Great Places to Work in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterston Human Capital's Most Admired Corporate Culture 2023.

    Health care spending account

    A flexible wellness program

    We commit to our employees' development and help them reach their professional goals with:

    Education support & training programs

    Inclusion is a journey requiring practice & experience to result in a powerful outcome. Find community within the CWB family in our employee represented groups.

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