Cash Management, Services Officer - National Client Group

National Bank of Canada; Calgary; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Job summary

National Bank of Canada in Canada is seeking a Cash Management Service Officer to support treasury clients through service delivery, onboarding, issue resolution, and operational support in a hybrid work environment.

You will coordinate onboarding activities, manage service requests, and collaborate with Treasury Managers, Relationship Managers, and internal partners to ensure smooth operation of cash management products and services.

Qualifications

• College diploma or equivalent combination of education and experience.
• Minimum three years in a client-facing cash management, treasury service or related role.
• Experience supporting cash management products and treasury services.
• Strong understanding of banking operations and service delivery.
• Excellent organizational skills and ability to manage multiple requests.
• Detail-oriented with documentation, reporting and processes accuracy.
• Strong problem-solving to investigate issues and coordinate solutions.
• Proficiency with Microsoft Excel, PowerPoint, and productivity tools.
• Experience with banking platforms or treasury applications.
• Interest in leveraging technology and data analytics to improve service.

Responsibilities

• Serve as primary point of contact for day-to-day client inquiries related to cash management.
• Triages client requests, coordinating with internal teams for timely resolution.
• Provide ongoing support to Treasury and Relationship Managers for client requests and documentation.
• Support client onboarding, implementations, account maintenance, product setup and documentation.
• Monitor outstanding service requests and onboarding activities for timely follow-up.
• Prepare and maintain client documentation, service records, and portfolio information.
• Analyze billing information, service usage, and account structures to support revenue management.
• Create and maintain client schematics, account structures, and workflow diagrams.
• Develop understanding of National Bank's treasury platforms to support clients and partners.
• Coordinate with internal partners to support product implementations and operational reviews.
• Maintain accurate client and portfolio information for reporting and team effectiveness.
• Assist with portfolio administration, reporting, data management, and follow-up activities.
• Identify opportunities to improve service delivery and operational efficiency.
• Participate in team initiatives and special assignments to support growth.

Skills

Accountability

Client-focused

Communication

Diversity & Inclusion

Driving Results

Emotional Intelligence

Empathy

Humility

Initiative

Learning Agility

Resiliency

Teamwork

Education

College diploma

Tools

Excel

PowerPoint

Job description

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: English

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

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine serviceVirtual 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?

Join us!