Cash Management Specialist
5 months ago
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:
- 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
Cash Management Specialist
Role Specifications
Everyday flexibility. Hybrid work environments. On-site requirements. Collaborative connections.
CWB Bank
CWB is a bank built for business owners
Canadian Western Bank (CWB) is the only _full-service bank_ in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a_ relationship-based_ approach to deliver a uniquely _proactive client experience_ through highly _personalized service, specialized expertise, customized solutions, and faster response times. _We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services.
Our highly engaged teams operate within a _client-centric, collaborative, and change-ready culture, _with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities, _united_ as one.
The opportunity
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.
What your day will look like
Delivering client service & support. Process & operations. Administration & reporting.
Client 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. Help provide full-service solutions for clients with the view to be every client’s primary financial partner.
Proactive service & support: This key support role is an integral part to the team as you will be the first point of contact for client service, providing critical client satisfaction touch points.2
Sale lens. You will seek and find opportunities to actively refer to other business partners across CWB.
Administering. Administration, tracking, and reporting of sales activities, marketing campaigns, local market initiatives & ad hoc work as needed to support the team.
Learning: You are always identifying new trends and growing your knowledge on your next client or business area to achieve ultimate success and for you and your team.
Foundational knowledge and experience to grow from
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 keen attention 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.- An encouraging teammate. You love to work collaboratively. You see the value in working together and have achieved many professional wins because of this mentality.- Technologically sound. You’re computer savvy - enough to move around MS Office Suite and other programs with ease.
Why work _with_ us?
- Your success is our obsession._
If you are obsessed with client success - we will surround you with a strong foundation of care, support, autonomy & know-how to make it happen. Learning, development, coaching, mentorship, & opportunities for growth & innovation. Challenging work matched with recognition & rewards. Pay for performance incentives and all the vital benefits to take care of you and your loved ones because your whole wellness matters - physical, mental, financial, & spiritual
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