Cash Management Advisor

1 week ago


Calgary, Alberta, Canada CWB Financial Group Full time
About CWB Financial Group

CWB Financial Group is a bank built for business owners, delivering proactive client experiences through highly personalized service, specialized expertise, and customized solutions.

Role Overview

The Cash Management Specialist is the primary contact for our business clients, providing critical support from day one and every day forward. This key role is an integral part of the team, serving as the first point of contact for client service, providing essential client satisfaction touch points.

Key Responsibilities
  • Delivering exceptional client service and support, ensuring timely responses to requests and delivering regular follow-up to meet client needs.
  • Processing and managing cash management products and services, including opening, installation, and activation, with required documentation and electronic entries.
  • Providing day-to-day operational support and assistance with banking needs, maintaining accurate records, and adhering to regulatory requirements.
Requirements
  • A solid understanding of business and cash management market knowledge, with experience in banking and business administration.
  • Strong communication and interpersonal skills, with the ability to build lasting relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, prioritizing tasks, and meeting deadlines while maintaining attention to detail.
  • Adaptability and willingness to learn, with a commitment to ongoing professional development.
Benefits
  • A competitive salary range of $60,000 - $80,000 per year, depending on experience.
  • An award-winning benefits package, including hybrid work environments, everyday flexibility, generous health coverage, and education support.
  • Opportunities for career growth and development, with organization-wide coaching services, mentorship, and training programs.


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