Manager, Cash Management Specialists

3 weeks ago

Surrey, Canada CWB Financial Group Full time

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.
- CWB Financial Group (CWB) is on a mission to become the
- _best full-service bank_ for business owners in Canada.- Note: This position is based out of the CWB Panorama branch but will require travel between the Langley and Strawberry Hill locations._

Our target clients are business owners, and they deserve a clear alternative. They deserve a proactive partner who helps them succeed. We’re caring. We’re nimble. We’re specialized. And we’re transforming to deliver a proactive client experience in a rapidly changing environment. That’s how we create value for our clients, people, and investors. That’s how we become the best full-service bank for business owners in Canada.- 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-
- 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 (CAFT set-up, RDC set-up, RDC monthly fee, etc.) as well as overseeing the accurate execution of client processes and account reviews, to ensure mínimal 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.
- Ensure that Cash Management Specialists are working alongside the Cash Management sales, Commercial, Real Estate, and Equipment Finance partners, as an effective part of the Banking Centre “Deal Team”.
- 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.
- Accurately complete all administrative updates including ownership structure changes, signing authorities, and client authorizations on the banking system, physical account file and for Cash Management Services utilizing COMET.
- Liaise with Bank Operations and Compliance at inter Banking Centre, regional, and Head Office levels
- Establish and maintain positive working relationship with the Branch and Client Support Centre (“BCSC”) and provide feedback to Client Solutions Product Group.
- Provide ongoing leadership, formal and informal coaching to direct reports, to develop their administrative and client support skills and confidence.
- Develop and discuss each employee’s career goals and develop personal learning plans.
- Preparation and effective delivery of the annual performance appraisals for each direct report.- Education and professional designations-
- History of continuous learning including completion of internal company training, learning, and development courses
- Post secondary diploma or degree in a related field (Business, Commerce, Finance, or Sales & Marketing).Foundational knowledge and experience-
- 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.
- Working knowledge of Payment Canada Rules, knowledge of deposit and investment products, and understanding of business an

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