Banking Relationship Manager

Pinnacle; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

An established industry player seeks a Banking Relationship Manager to oversee global banking relationships and optimize cash management. This strategic role involves managing multiple banking accounts, ensuring compliance with KYC regulations, and collaborating with finance and legal teams. Ideal candidates will have extensive experience in banking management, strong negotiation skills, and the ability to navigate complex financial landscapes. If you thrive in a dynamic environment and are passionate about finance, this opportunity could be your next career milestone.

Benefits

Private Health Insurance

Monthly Fitness Subsidy

Qualifications

• 10+ years in banking relationship management or treasury roles.
• Strong understanding of banking products and compliance processes.

Responsibilities

• Manage global banking relationships and oversee compliance.
• Monitor cash flow and ensure liquidity across multiple currencies.

Skills

Banking Relationship Management

Cash Flow Forecasting

KYC Compliance

Negotiation Skills

Communication Skills

Financial Systems Proficiency

Attention to Detail

Education

Bachelor's degree in Finance

Professional designation (CPA, CFA)

Tools

Excel

Treasury Management Tools

Job description

Join to apply for the Banking Relationship Manager role at Pinnacle

2 weeks ago Be among the first 25 applicants

Join to apply for the Banking Relationship Manager role at Pinnacle

Get AI-powered advice on this job and more exclusive features.

Reporting to the CFO, the Banking Relationship Manager will be responsible for overseeing and managing the company's global banking relationships and financial service providers. This includes maintaining existing relationships, onboarding new banks, ensuring compliance with KYC and regulatory requirements, managing investment accounts, and monitoring cash flow across multiple currencies and jurisdictions. This is a strategic role that supports the CFO in optimizing banking operations, safeguarding liquidity, and ensuring efficient and compliant cash management across the organization.

Essential Job Functions / Main Duties & Responsibilities:

• Act as the primary point of contact for all banking and financial institution relationships globally.
• Lead the onboarding process for new banking partners, including coordination of KYC, due diligence, and account setup.
• Manage and maintain a global portfolio of bank accounts and investment accounts across multiple entities and currencies.
• Monitor daily, weekly, and monthly cash flow by bank and by currency to ensure liquidity and risk mitigation.
• Work closely with the Finance, Treasury, and Legal teams to ensure all bank documentation and agreements are current and compliant.
• Support the CFO in evaluating banking service offerings, fees, and performance, making strategic recommendations for improvement.
• Ensure compliance with all relevant regulatory and internal policy requirements related to banking and cash management.
• Assist in developing and implementing banking and treasury-related procedures, controls, and reporting.
• Respond to ad hoc requests for banking information and provide regular updates to senior leadership on banking activities.
• Establish and maintain strong working relationships with internal stakeholders across departments to align banking operations with broader business needs.

Experience & Qualifications:

• 10+ years of experience in banking relationship management, treasury, or a similar role in a multinational or financial services environment.
• Strong understanding of banking products, services, compliance processes, and KYC requirements.
• Proven track record managing multiple banking relationships across jurisdictions and currencies.
• Experience with cash flow forecasting and liquidity management.
• Familiarity with investment account structures, onboarding procedures, and documentation.
• Excellent negotiation and communication skills, with the ability to manage external relationships professionally and effectively.
• Highly organized, with strong attention to detail and the ability to manage multiple priorities under tight deadlines.
• Ability to work independently and collaborate across departments (Finance, Legal, Operations).
• Proficiency in Excel and familiarity with financial systems or treasury management tools.
• Prior experience in the iGaming, fintech, or tech sector is an asset.

Knowledge & Experience:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• Professional designation (e.g., CPA, CFA, or equivalent) is an asset but not required.
• Additional certifications or training in banking, treasury, or financial compliance will be considered an advantage.
• Private Health Insurance
• Monthly Fitness Subsidy

We are an equal opportunity employer dedicated to fostering an inclusive and diverse workplace. We prioritize hiring the best candidates based on their skills and qualifications, irrespective of race, gender, age, religion, or any other characteristic. Our strength lies in our diverse teams, and we proudly celebrate and empower everyone to embrace and promote diversity throughout their time with us.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Management

• Industries

  Gambling Facilities and Casinos

Referrals increase your chances of interviewing at Pinnacle by 2x

Sign in to set job alerts for “Banking Relationship Manager” roles.

Relationship Manager, Commercial Banking

Senior Consultant, Business Controls (Personal Banking & Imperial Service)

Manager, Compliance Testing - Canadian Banking & Wealth Management

Senior Consultant, Business Controls (Card Products)

Subsidiary Banking – Associate - Global Corporate Banking

Specialist Government Program - Business Banking

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.