Senior Advisor, Cash Management

National Bank; Edmonton; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading Canadian bank is seeking a Senior Advisor for its Cash Management team in Edmonton. The role focuses on team leadership, client experience management, and operational compliance, offering a chance to significantly impact the growth of the banking centre's diversified client portfolio. The bank values collaboration, provides flexible work arrangements, and emphasizes a positive employee experience through inclusivity and professional growth opportunities.

Benefits

Flexible benefits supporting wellbeing

Employee share ownership

Community involvement programs

Qualifications

• Minimum 4 years banking experience, including 2 years in a business or support role.
• Strong background in cash management, treasury, payments, and investment products.
• Excellent knowledge of cash management products and services.

Responsibilities

• Lead Cash Management Specialists and collaborate with other teams.
• Ensure accurate fee collection and oversee service fee programming.
• Promote exceptional client service and manage audits.

Skills

Leadership

Client Experience Management

Operational Compliance

Team Collaboration

Job description

A career as a Senior Advisor Cash Management in the Commercial Banking team at National Bank involves leading the team in setting up and maintaining cash management products and services, including documentation preparation, completion, administration, and distribution. This role offers the opportunity to positively impact the organization by supporting the growth and retention of the banking centre's diversified client portfolio and their operational banking needs.

Key Responsibilities

1. Team Leadership & Collaboration: Lead Cash Management Specialists and collaborate with Banking Centre, Real Estate, and Equipment Finance teams to deliver comprehensive business banking solutions aligned with financial goals.
2. Revenue Assurance & Process Oversight: Ensure accurate fee collection, oversee service fee programming, account reviews, and error prevention to minimize client reimbursements.
3. Client Experience Management: Promote exceptional client service through timely and effective responses that reflect the bank’s brand promise.
4. Operational Compliance & Reporting: Ensure adherence to KYC/AML guidelines, manage audits, and oversee reporting and remedial projects.
5. Marketing & CRM Engagement: Guide team involvement in marketing initiatives and ensure the consistent use of CRM tools for business development.
6. Coaching & Development: Provide leadership and coaching to enhance team members’ administrative and client service capabilities.

Your Team

Within the Cash Management - Commercial Banking sector, you will be part of a team of professional specialists reporting to the VP and Market Lead in Edmonton Downtown District. Our team values collaboration, precision, and client success. We offer flexible work arrangements, a supportive environment, and opportunities for professional growth.

Basic Requirements

• Minimum 4 years banking experience, including 2 years in a business or support role.
• Strong background in cash management, treasury, payments, merchant services, liquidity, and investment products.
• Excellent knowledge of cash management products, services, fees, and renewal terms.
• Understanding of Payment Canada Rules, deposit and investment products, and market knowledge.
• Leadership skills to empower and role-model team performance, engagement, and career development.

In addition to competitive compensation, you’ll be eligible for flexible benefits supporting your wellbeing and that of your family, including health programs, employee share ownership, assistance programs, banking services, community involvement, and more.

Our Culture

We foster a positive employee experience through dynamic environments and collaboration tools, actively listening to employee feedback. We are committed to accessibility and inclusivity, ensuring a barrier-free workplace for all candidates. If accommodations are needed during the recruitment process, please let us know. We welcome all candidates and look forward to what you can bring to our team.