- 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
- Lead the Cash Management Specialists to work closely with the Banking Centre, Real Estate, and Equipment Finance teams, to recommend effective full-service business banking solutions to clients to meet Banking Centre financial objectives.
- Ensure team is collecting all manual fees for Cash Management Services and programming monthly service fees to be collected as well as overseeing the accurate execution of client processes and account reviews, to ensure minimal fee reimbursements and reversals (service charges reversals, customer goodwill, and third-party reimbursements) to clients due to preventable Banking Centre errors.
- Ensure that direct reports are delivering exceptional client experiences by responding to requests quickly and effectively, in line with CWB's brand promise.
- Provide transactional support for client specific cash management services.
- Oversee the Cash Management Specialist team's participation in marketing campaigns, and local market initiatives including consistent use of the CRM reporting tool.
- Ensure that team members are following operational guidelines for KYC and AML.
- Oversee team participation in all Head and Regional Office requests for file audits and remedial ("clean-up") projects and ensure that all team members are properly managing all required reports.
- Liaise with Bank Operations and Compliance at inter Banking Centre, regional, and Head Office levels
- Provide ongoing leadership, formal and informal coaching to direct reports, to develop their administrative and client support skills and confidence.
- Minimum 4 years banking experience of which 2 years in a business or other banking support and administrative role.
- Strong background in cash management, treasury management, payments, merchant services, liquidity, and investment products and services.
- Excellent knowledge of cash management products, services, service fees, and renewal terms.
- Solid understanding of Payment Canada Rules, knowledge of deposit and investment products, and understanding of business and cash management market knowledge
- A passionate leader and coach who can effectively empower a team and be a role model for team performance, employee engagement, and career progression.
- Excellent time management and organization skills.
- Self-starter with a strong sense of teamwork, who proactively seeks out business opportunities and is willing to be accountable for the success of the Banking Centre Cash Management business.
- Strong ability to respond and resolve service and problem issues including navigating through Corporate Office departments and inter Banking Centre cooperation.
- Ability to create a positive work environment where employees are motivated to do their best.
- Exceptional verbal, written, communication, interpersonal, and organizational skills.
- 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
- Organization wide coaching services
- Mentorship
- Education support & training programs
-
Manager, Cash Management Specialists
4 weeks ago
CWB Financial Group Calgary, Canada Full timeAt , 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 import ...
-
Specialist, Records Management
1 week ago
Bennett Jones Calgary, CanadaRanked a Best Employer in Canada for 23 years, Bennett Jones is one of Canada's premier business law firms and home to lawyers and business advisors. With deep experience in complex transactions and litigation matters, and offices in Calgary, Edmonton, Montréal, Ottawa, Toronto, ...
-
Alert Management Specialist
6 days ago
Blackline Safety Calgary, Canada Full timeOur team at Blackline Safety is growing As a people-driven technology company, with a mission to make sure every worker returns home safely, we drive innovation, practice resiliency, demonstrate leadership, go the extra mile for our customers, and empower our people to be their b ...
-
Change Management Specialist
3 weeks ago
ATB Calgary, Canada Full timeOur Bottom Line is Different. · There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring you ...
-
Change Management Specialist
3 weeks ago
ATB Financial Calgary, Canada Full timeOur Bottom Line is Different. · There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring you ...
-
Desktop Platform Management Specialist
18 hours ago
Insight Enterprises Calgary, CanadaDescription: · Our client, in the energy sector, is seeking a Desktop Platform Management Specialist for a six-month contract employment opportunity starting July 2024. As a Desktop Platform Management Specialist, you'll oversee the SCCM environment for an enterprise organizatio ...
-
Specialist, Commodity Risk Management
3 weeks ago
Randstad Canada Calgary, Canada FreelanceWe are currently looking for a Specialist, Commodity Risk Management to support our client in their Calgary AB location. In this role you will work full time hours on a 2 month assignment working primarily remote. · Located in the Calgary office, the individual in the Specialist, ...
-
Bilingual Alert Management Specialist
1 week ago
Adecco Canada Calgary, Canada Direct HireAre you a Bilingual professional (French OR Spanish & English) seeking a partially remote job opportunity? Adecco is currently recruiting for a permanent Bilingual Alert Management Specialist (French OR Spanish & English) position with our client, a global leader in workplace saf ...
-
Organization Change Management Specialist
1 week ago
Alberta Health Services Calgary, Canada Regular Full timeYour Opportunity: · Alberta Health Services IT has an exciting opportunity for a highly motivated and client focused Organization Change Management (OCM) Specialist to join our project delivery team within the Provincial Support Services Projects portfolio. Leveraging your knowl ...
-
Software Asset Management Specialist
1 week ago
MNP Calgary, Canada Full timeJob Details · Description · Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. · Make an impact with our Technology – Solution Delivery team a ...
-
Procurement Specialist, Materials Management
3 weeks ago
TransAlta Calgary, CanadaWHO WE ARE · "Energizing the Future." · TransAlta owns, operates, and develops a diverse fleet of electrical generation assets in Canada, the United States, and Australia, providing municipalities, industries, and businesses with safe, low-cost, and reliable clean electricity. ...
-
Procurement Specialist, Materials Management
3 weeks ago
TransAlta Calgary, CanadaWHAT YOU WILL DO · Inventory Rationalization: · Collaborate with the Business to develop and implement strategies to rationalize inventory, reducing carrying costs and optimizing stock levels, ensuring adequate supply to meet demand and minimizing instances of both out-of-stock ...
-
Change Management Specialist Consultant
1 week ago
Sia Partners Calgary, CanadaJob description · Our Western Canada Team is set to launch several exciting new projects in late summer and early fall, providing unique opportunities to engage with high-profile clients and drive transformative initiatives across diverse industries. We are looking to grow our t ...
-
Change Management Specialist Consultant
1 week ago
Sia Partners Calgary, Canada Full timeJob Description · Our Western Canada Team is set to launch several exciting new projects in late summer and early fall, providing unique opportunities to engage with high-profile clients and drive transformative initiatives across diverse industries. We are looking to grow our te ...
-
Pricing and Contract Management Specialist
1 week ago
Dyno Nobel Calgary, CanadaWho We Are · Dyno Nobel is a global leader in the commercial explosives industry. We provide innovative blasting solutions and quality explosives products throughout North America, Australia and selected customers in the Asia Pacific. · Join us in everything that's great about D ...
-
Change Management Specialist
3 weeks ago
ATB Financial Calgary, AB, CanadaOur Bottom Line is Different. · There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring y ...
-
Sr Specialist, Commercial Portfolio Management
2 weeks ago
CWB Financial Group Calgary, Canada Full timeAt , 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 import ...
-
Application Management Senior Specialist
3 weeks ago
ATB Financial Calgary, AB, Canada Full timeMaybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. We foster a culture of purpose, performance and possibilities. Department: Change & Performance Enablement, Organizational D ...
-
Specialist, Technology Risk Management
1 day ago
Richardson GMP Ltd. Calgary, AB, CanadaAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase ...
-
Procurement Specialist, Materials Management
2 weeks ago
TransAlta Corporation Calgary, AB, CanadaPress Tab to Move to Skip to Content Link · Select how often (in days) to receive an alert: · Date: May 17, 2024 · Location: · Calgary, AB, CA · Company: TransAlta · Job Type: Full time - Salaried · Work Arrangement: Hybrid · WHO WE ARE · "Energizing the Future." · Tra ...
Manager, Cash Management Specialists - Calgary, Canada - Canadian Western Bank
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
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:Role Specifications
Location:
Put a new spin on your banking career
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
The Manager, Cash Management Specialists is responsible for leading the team in the set-up and ongoing maintenance of cash management products and services including preparation, completion, administration, and distribution of documentation. Leader will have oversight and be the primary contact for troubleshooting, escalation, and compliance/regulatory accountabilities. This role is a key resource in supporting the growth and retention of the banking centre portfolio of diversified clients, and their everyday operational banking needs
Expected deliverables
Foundational knowledge and experience
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:
Career development. We commit to our employees' development and help them reach their professional goals with:
#LI-NB1
IND-NB
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.
05/29/2024