Cash Management Specialist

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

Roles Specifications

Location | Onsite, Victoria, Nanaimo or Courtney Banking Centre
Regular Full-Time. Term role: 12-18 Months

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 you'll be doing

• 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 of the team as you will be the first point of contact for client service, providing critical client satisfaction touch points.
• 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.
• Working smarter: Using your prioritization and triage skills, and testing your accuracy by balancing diverse accounts, applying policy requirements and anti-money laundering regulations while focusing on delivering high-quality documentation and customer service.
• Learning: You are always identifying new trends and growing your knowledge on your next client or business area to achieve ultimate success for you and your team.

Who we're looking for & what you've done

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 (4 years of banking and 2 years in business or banking support or administration type roles). Knowledge of cash management, deposit & investment products with an awareness of Payment Canada Rules will set your application apart.

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! And our award-winning culture & benefits back it up.

Proudly recognized by Great Place to Work in 2024 as one of Canada's top 50 Best Workplaces & member of Waterstone Human Capital's Most Admired Corporate CulturesTM Hall of Fame.

Wellness matters. We offer an award-winning benefits package that includes:

• Generous company-funded health coverage
• Health care spending account
• A flexible wellness program
• Generous time-away options to unplug, rest & recover

Career development. We commit to our employees' development with:

• Organization-wide coaching services
• Mentorship
• Education support & training programs

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee-represented groups.

Closing Date:

• Position closes at 12:01am on the close date identified below.