Cash Management Specialist

2 weeks ago

Edmonton, Alberta, Canada Disability Solutions Full time
Role Overview

The Cash Management Specialist is a critical role within our organization, responsible for providing exceptional client service and support. This position is the primary contact for our business clients, providing critical support from day one and every day forward. The successful candidate will be responsible for delivering client service & support, process & operations, administration & reporting, and will be client-focused, delivering outstanding client experiences at every interaction.

Key Responsibilities

Delivering client service & support, responding to requests, delivering regular follow-up, account maintenance, and proactive support to help deliver an unrivalled client experience.
Providing day-to-day operational support and assistance with banking needs, including administering, tracking, and reporting of sales activities, marketing campaigns, local market initiatives & ad hoc work as needed to support the team.
Working collaboratively with colleagues to achieve professional wins, using prioritization and triage skills, and testing accuracy by balancing diverse accounts, applying policy requirements and anti-money laundering regulations while focusing on delivering high quality documentation and customer service.

Requirements

The ideal candidate will have 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. Knowledge of cash management, deposit & investment products with an awareness of Payment Canada Rules will be an asset. Additionally, the candidate should possess a people-first approach, being able to see the bigger picture, being agile, entrepreneurial, accurate, knowledge-seeking & growth-minded, and an encouraging teammate. Technological soundness, specifically with MS Office Suite and other programs, is also required.

Why Work with Us?

CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. We offer an award-winning benefits package, including hybrid work environments, everyday flexibility, generous company-funded health coverage, health care spending account, flexible wellness program, and generous time-away options to unplug, rest & recover. We also commit to our employees' development and help them reach their professional goals with organization-wide coaching services, mentorship, education support & training programs.

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