Senior Advisor., Cash Management

NATIONAL BANK OF CANADA; Edmonton; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A leading bank in Canada seeks a Senior Advisor in Cash Management to lead a specialized team. This role involves implementing cash management services, overseeing compliance, and fostering client relationships. The successful candidate will contribute to the growth of a diverse portfolio while collaborating with other financial specialists in a dynamic environment.

Benefits

Flexible health and wellness programs

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Qualifications

• Minimum 4 years of banking experience, with 2 years in support or administrative role.
• Strong knowledge of cash management and payments.
• Proficient in leadership to empower and coach a team.

Responsibilities

• Lead Cash Management Specialists and partner with Banking Centre.
• Oversee service fee programming and compliance.
• Ensure excellent client service and operational reporting.

Skills

Cash Management

Client Relations

Leadership

Job description

Attendance Hybrid Job number 26909
Status: Permanent
City: Edmonton
Province: Alberta
Country: Canada
Schedule: Full-Time
Posting date: 03-Jun-2025
Location: Edmonton, Alberta
Area of Interest: Advisory services, Commercial banking

About the Role

As a Senior Advisor Cash Management within the Commercial Banking team at National Bank, you will lead the team responsible for setting up and maintaining cash management products and services. Your role involves preparing, completing, administering, and distributing documentation. This position offers the opportunity to positively impact the organization by supporting the growth and retention of our banking centre portfolio of diversified clients and their operational banking needs.

Your Responsibilities

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

Team and Environment

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

Basic Requirements

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

Languages and Skills

English proficiency is required. Skills include Cash Management, Client Relations, and Leadership.

Benefits

In addition to competitive compensation, you will have access to a range of flexible benefits such as health and wellness programs, Employee Share Ownership Plan, Employee and Family Assistance Program, preferential banking services, community involvement opportunities, and more.

Our Commitment

We foster a positive employee experience through dynamic work environments and collaboration tools. We listen to employee feedback and prioritize inclusivity and accessibility. We welcome all candidates and accommodate needs during the recruitment process.