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Senior Cash Management Specialist

58 minutes ago

Halifax, Nova Scotia, Canada Scotiabank Full time

About the Company

Contributes to the overall success of the CMCC / Business Banking / Health Care & Professionals (HCP) / Private Banking groups (PB) in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the business line strategies and objectives. Ensures all activities conducted follow governing regulations, internal policies, and procedures.

About the Role

The incumbent is required to own their own agenda and consistently prioritize deals based on a variety of factors. Good judgement is required to ensure the most important work is prioritized. These day-to-day decisions allow the specialist to enhance both partner and client relationships.

Responsibilities

  • Champions a client focused culture to deepen client relationships and leverage broader Bank relationships, specifically with high value Bank clientele.
  • Advising clients on complex financial solutions, through analysis and discovery discussion with the client, for the full suite of cash management services.
  • Manage HCP/PB partner referrals, that have high complexity and consist of higher value relationships, through a disciplined sales process. A full analysis/treasury review is completed prior to every client interaction. These clients can have complex business structures that can be extremely detailed as it relates to ownership. Accuracy and judgement are required to ensure that only approved users can access specific information. There is sales practice and PII risk by providing access to sensitive information to the wrong individual user.
  • Proactively work with Private Banking and HCP, up to and including HCP Directors/PB Directors and Group Leads, to strategize on identifying opportunities in their portfolios. Once the specific strategy has been developed executing on the plan with a goal of increased revenue/deposit balances along with a world class client experience.
  • Due to the complexity of these clients a detailed analytical approach is required. Accuracy on complicated client benefiting solutions is crucial to maintain trust and good standing with these significant relationships. There is an ongoing need for accuracy when delivering complicated, detailed instructions to the support team. This is especially true for the PB family relationships, which in many cases represent owners/principals of large corporate connections.
  • High level of conceptual and practical knowledge of GBP products and services, business structures and relationship management techniques are required. The Specialist plays a key role in explaining detailed concepts on how to improve cash flow etc. to clients. Often this advice will result in significant changes in how the business operates. Sometimes clients resist these types of changes so being able to properly communicate the compelling reasons is crucial.
  • Fast paced environment, requiring quick turnaround times and the ability to manage and deliver results in a business environment with frequently changing priorities.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  • Champions a high-performance environment and contributes to an inclusive work environment.

Required Skills

High level of conceptual and practical knowledge of GBP products and services, business structures and relationship management techniques are required.

Preferred Skills

Sales experience, Professionalism

Equal Opportunity Statement

Scotiabank is committed to diversity and inclusivity.

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