Cash Management, Services Officer - National Client Group

Banque Nationale du Canada; Calgary; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Cash Management Services Officer to support treasury and cash management clients in a hybrid work environment. You will serve as a trusted contact, coordinate onboarding activities, resolve client inquiries, and ensure smooth operation of cash management products and services.

The role requires collaboration with Treasury Managers and internal partners. The position emphasizes strong client service, operational efficiency, and data accuracy, with

Qualifications

• College diploma or equivalent with focus in business administration.
• At least 3 years of experience in a client-facing cash management or treasury service role.
• Experience supporting cash management products and treasury services for commercial clients.
• Strong understanding of banking operations, client support processes and service delivery.
• Proficient with Excel, PowerPoint and related productivity tools.

Responsibilities

• Serve as a primary point of contact for day-to-day client inquiries related to cash management products and treasury solutions.
• Coordinate with internal teams to facilitate timely resolution of service requests and issues.
• Provide ongoing support to Treasury Managers and Relationship Managers for client requests and documentation.
• Support onboarding, implementation activities, account maintenance, product setup and documentation requirements.
• Monitor service requests and onboarding activities to ensure timely follow-up and resolution.
• Maintain client documentation, service records and portfolio information.

Skills

Client service

Communication skills

Problem solving

Time management

Team collaboration

Analytical thinking

Education

College diploma, Business Administration certificate, or equivalent

Tools

Microsoft Excel

PowerPoint

Banking platforms

Treasury systems

Job description

Cash Management, Services Officer - National Client Group

Hybrid

Job number

35748

Category

Intermediate Professional

Status: Permanent

Schedule: Full-Time

25-Sep-2026

Area(s) of interest: Advisory services, Commercial banking

A career as a Cash Management Service Officer at National Bank means joining a client-focused team responsible for supporting treasury and cash management clients through exceptional service delivery, operational support, and issue resolution.

Based in either Vancouver, British Columbia, or Calgary, Alberta, and reporting to the Managing Director & Head, National Client Group, Western Canada, you will serve as a key partner to Treasury Managers, Relationship Managers, clients, and internal banking partners by managing day-to-day treasury service activities, supporting implementations, resolving client inquiries, and ensuring the smooth operation of cash management products and services.

In this role, you will act as a trusted point of contact for clients and internal partners, helping coordinate onboarding activities, manage service requests, support cash management solutions, investigate issues, track client documentation, monitor billing and reporting activities, and provide operational support that contributes to a best-in-class client experience.

Working hours are dictated by client and business needs in a hybrid work environment that combines office and remote work. Occasional travel for team meetings may be required.

Your Job:

• Serve as a primary point of contact for day-to-day client inquiries related to cash management products, services, platforms, and treasury solutions.
• Triage client service requests and issues, coordinating with internal support teams, operations, implementation specialists, and technology partners to facilitate timely resolution.
• Provide ongoing support to Treasury Managers and Relationship Managers by ensuring client requests, follow-ups, documentation, and service needs are addressed efficiently.
• Support client onboarding, implementation activities, account maintenance requests, product setup, and documentation requirements.
• Monitor outstanding service requests, onboarding activities, and operational issues to ensure timely follow-up and resolution.
• Prepare and maintain client documentation, service records, implementation tracking tools, operating procedures, and portfolio information.
• Analyze billing information, service usage, fees, and account structures to support accurate client servicing and treasury revenue management.
• Create and maintain client schematics, account structures, workflow diagrams, and treasury service documentation.
• Develop a strong understanding of National Bank's treasury and cash management platforms, products, and operational processes to effectively support clients and internal partners.
• Coordinate with internal business partners to support product implementations, account maintenance, documentation collection, compliance requirements, and operational reviews.
• Maintain accurate client, deposit, service, and portfolio information to support reporting, tracking, and team effectiveness.
• Assist with portfolio administration, reporting, data management, and service-related follow-up activities.
• Identify opportunities to improve service delivery, operational efficiency, client experience, and internal processes.
• Participate in team initiatives, operational improvement projects, and special assignments supporting the continued growth of National Client Group.

Your Team:

National Client Group, Western Canada serves some of Canada's largest and most sophisticated corporate and commercial clients. Our employees support treasury management, liquidity management, cash management, and lending solutions across a wide range of industries.

We are committed to supporting professional development through training, mentorship, collaboration, and hands-on experience within a dynamic and entrepreneurial environment.

Basic Requirements:

• College diploma, Business Administration certificate, or equivalent combination of education and relevant experience.
• Minimum three years of experience in a client-facing cash management, treasury service, commercial banking support, client service, or banking operations role.
• Experience supporting cash management products, treasury management services, commercial banking clients, or related operational functions.
• Strong understanding of banking operations, client support processes, account administration, and service delivery principles.
• Strong organizational skills with the ability to prioritize multiple requests and manage competing deadlines in a fast-paced environment.
• Detail-oriented with the ability to manage documentation, reporting, and operational processes accurately.
• Strong problem-solving skills and the ability to investigate issues, identify root causes, and coordinate effective solutions.
• Advanced knowledge of Microsoft Excel, PowerPoint, and other business productivity tools.
• Experience working with banking platforms, treasury applications, or client servicing systems.
• Demonstrated interest in leveraging technology, automation, data analytics, and AI-enabled tools to improve efficiency and client service delivery.
• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to build effective relationships with clients, operations teams, and internal business partners.
• Ability to provide professional, responsive, and client-focused service in a high-volume environment.

Languages:

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Communication Diversity & Inclusion Driving Results Emotional Intelligence Teamwork Accountability Client-focused Empathy Initiative Learning Agility Resiliency Humility

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?