Cash Management Specialist

4 weeks ago

Coquitlam, 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.
- Put a new
_spin _on your banking career

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?
- The overwhelming majority of our employees say CWB is a Great Place to Work®_
- We’re different from the big banks in the way we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.
- Our emplo

  • Cash Management Specialist

    2 weeks ago

    Coquitlam, British Columbia, Canada CWB Financial Group Full time

    AtCWB, 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...

  • Database Management Specialist

    3 weeks ago

    Coquitlam, Canada Douglas College Full time

    **Work Arrangements**What Douglas Offers** - DO what you love. Be good at it. That’s how Douglas College defines a great career. It’s a philosophy that resonates through our classrooms, our offices and our boardrooms. It inspires our students and drives us to make Douglas College one of BC’s Top Employers. We love what we do. And we’re looking for...

  • Beauty Sales Specialist

    3 weeks ago

    Coquitlam, Canada Modern Beauty Full time

    **Modern Beauty was established in Calgary, AB, in 1986. Today, we are Canada’s largest family-owned supplier with over 40 stores across Canada. At Modern, we are the exclusive distributor of numerous product lines recognized worldwide. We are recognized as one of Canada’s Best Managed Companies for our continuous expansions, progressive thinking, and...

  • Document Management Specialist

    3 weeks ago

    Coquitlam, Canada AG Hair Full time

    Document Management Specialist **Salary**: $38,118.90-$70,610.85 per year **Benefits**: - Casual dress - Dental care - Extended health care - On-site gym - On-site parking - Paid time off - Store discount - Vision care Schedule: - Monday to Friday Supplemental pay types: - Bonus pay Work Location: One location

  • Beauty Sales Specialist

    2 days ago

    Coquitlam, Canada Modern Beauty Full time

    Modern Beauty was established in Calgary, AB, in 1986. Today, we are Canada’s largest family-owned supplier with over 40 stores across Canada. At Modern, we are the exclusive distributor of numerous product lines recognized worldwide. We are recognized as one of Canada’s Best Managed Companies for our continuous expansions, progressive thinking, and our...

  • Beauty Sales Specialist

    4 days ago

    Coquitlam, Canada Modern Beauty Full time

    Modern Beauty was established in Calgary, AB, in 1986. Today, we are Canada’s largest family-owned supplier with over 40 stores across Canada. At Modern, we are the exclusive distributor of numerous product lines recognized worldwide. We are recognized as one of Canada’s Best Managed Companies for our continuous expansions, progressive thinking, and our...

  • Beauty Sales Specialist

    4 days ago

    Coquitlam, Canada Modern Beauty Full time

    **Modern Beauty was established in Calgary, AB, in 1986. Today, we are Canada’s largest family-owned supplier with over 40 stores across Canada. At Modern, we are the exclusive distributor of numerous product lines recognized worldwide. We are recognized as one of Canada’s Best Managed Companies for our continuous expansions, progressive thinking, and...

  • Customer Service Specialist

    3 weeks ago

    Coquitlam, Canada Prospera Credit Union Full time

    **TEAM LOCAL is hiring** Built on more than 75 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $6.7 billion in assets and 120,000 members. With 26...

  • Customer Service Specialist

    2 weeks ago

    Coquitlam, British Columbia, Canada Prospera Credit Union Full time

    TEAM LOCAL is hiringBuilt on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is British Columbia's fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve...

  • Records & Information Management Specialist

    4 weeks ago

    Coquitlam, Canada Kwikwetlem First Nation Full time

    **About The **Kwikwetlem** **First Nation** The Kwikwetlem community are proud downriver Halkomelem speaking Coast Salish people who descended from a tradition of Elders who were renowned as spirit and winter dancers, skilled canoe builders, and master sturgeon and salmon fishers. The Kwikwetlem people are guided by the teachings of their Elders to respect,...

  • Customer Service Specialist

    3 weeks ago

    Coquitlam, Canada Prospera Credit Union Full time

    **TEAM LOCAL is hiring** Built on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is British Columbia’s fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve...

  • Accounts Receivable Specialist

    4 weeks ago

    Port Coquitlam, Canada ePac Flexible Packaging Full time

    ePac Flexible Packaging is a rapidly growing company with locations across the United States, Canada, Europe, and Indonesia. Built on break-through digital printing, ePac is at the crossroads of advanced technology and manufacturing. ePac’s mission is to provide locally-based consumer packaged goods companies the ability to compete with large brands with...

  • Accounts Receivable Specialist

    6 days ago

    Port Coquitlam, Canada ePac Flexible Packaging Full time

    ePac Flexible Packaging is a rapidly growing company with locations across the United States, Canada, Europe, and Indonesia. Built on break-through digital printing, ePac is at the crossroads of advanced technology and manufacturing. ePac’s mission is to provide locally-based consumer packaged goods companies the ability to compete with large brands with...

  • Mortgage Specialist Assistant

    2 weeks ago

    Coquitlam, Canada Royal Bank of Canada Full time

    **Job Summary** - Credit experience is an asset **What is the opportunity?** As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships...

  • Customer Service Specialist

    2 weeks ago

    Coquitlam, Canada Prospera Credit Union Full time

    **TEAM LOCAL is hiring** Built on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is British Columbia’s fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve...

  • Mortgage Specialist Assistant

    2 days ago

    Coquitlam, Canada Royal Bank of Canada Full time

    Job Summary Job Description *Credit experience is an asset What is the opportunity? As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops...

  • Mortgage Specialist Assistant

    1 day ago

    Coquitlam, Canada Royal Bank of Canada Full time

    Job Summary Job Description *Credit experience is an asset What is the opportunity? As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops...

  • Routing Specialist

    2 months ago

    Coquitlam, Canada Waste Connections Full time

    **Waste Connections of Canada** the leader in non-hazardous solid waste management in North America is looking for an experienced **Route Specialist** for our **Lower Mainland Operations**. We are looking for an innovative, creative and proactive individuals capable of creating and driving change. **Position Summary** The Route Specialist is responsible...

  • Mortgage Specialist Assistant

    1 week ago

    Coquitlam, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description*Credit experience is an assetWhat is the opportunity?As a Mortgage Specialist assistant you will support a top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships...

  • Procurement Specialist

    1 week ago

    Coquitlam, Canada City of Coquitlam Full time

    **Procurement Specialist** Regular Full Time We acknowledge with gratitude and respect that the name Coquitlam was derived from the hən̓q̓əmin̓əm̓ word kʷikʷəƛ̓əm (kwee-kwuh-tlum) meaning “Red Fish Up the River”. The City is honoured to be located on the kʷikʷəƛ̓əm (Kwikwetlem) traditional and ancestral lands, including those parts...