Job Description

At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

Putting people first and building relationships with intention

Seeking out and embracing new ideas

Believing that how we do things is as important as what we do

Role Specifications

Location: Calgary Chinook Branch

Put a new spin on your banking career

Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us.

The opportunity

The Manager, Cash Management Specialists is a Player Coach Role, responsible for leading the team in the set-up and ongoing maintenance of cash management products and services including preparation, completion, administration, and distribution of documentation. Leader will have oversight and be the primary contact for troubleshooting, escalation, and compliance/regulatory accountabilities. This role is a key resource in supporting the growth and retention of the banking centre portfolio of diversified clients, and their everyday operational banking needs.

Expected deliverables

Lead the Cash Management Specialists to work closely with the Banking Centre Commercial, Agriculture and Personal Banking, Real Estate, and Equipment Finance teams, to recommend effective full-service business banking solutions to clients to meet Banking Centre financial objectives.

Ensure team is collecting all manual fees for Cash Management Services and programming monthly service fees to be collected as well as overseeing the accurate execution of client processes and account reviews, to ensure minimal fee reimbursements and reversals (service charges reversals, customer goodwill, and third-party reimbursements) to clients due to preventable Banking Centre errors.

Ensure that direct reports are delivering exceptional client experiences by responding to requests quickly and effectively, in line with CWB\xe2\x80\x99s brand promise.

Provide transactional support for client specific cash management services.

Oversee the Cash Management Specialist team\xe2\x80\x99s participation in marketing campaigns, and local market initiatives including consistent use of the CRM reporting tool.

Ensure that team members are following operational guidelines for KYC and AML.

Oversee team participation in all Head and Regional Office requests for file audits and remedial (\xe2\x80\x9cclean-up\xe2\x80\x9d) projects and ensure that all team members are properly managing all required reports.

Liaise with Bank Operations and Compliance at inter Banking Centre, regional, and Head Office levels

Provide ongoing leadership, formal and informal coaching to direct reports, to develop their administrative and client support skills and confidence.

Foundational knowledge and experience

Minimum 4 years banking experience of which 2 years in a business or other banking support and administrative role.

Strong background in cash management, treasury management, payments, merchant services, liquidity, and investment products and services.

Excellent knowledge of cash management products, services, service fees, and renewal terms.

Solid understanding of Payment Canada Rules, knowledge of deposit and investment products, and understanding of business and cash management market knowledge

A passionate leader and coach who can effectively empower a team and be a role model for team performance, employee engagement, and career progression.

Excellent time management and organization skills.

Self-starter with a strong sense of teamwork, who proactively seeks out business opportunities and is willing to be accountable for the success of the Banking Centre Cash Management business.

Strong ability to respond and resolve service and problem issues including navigating through Corporate Office departments and inter Banking Centre cooperation.

Ability to create a positive work environment where employees are motivated to do their best.

Exceptional verbal, written, communication, interpersonal, and organizational skills.

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up.

Proudly recognized by Great Place to Work\xc2\xae in 2023 as one of Canada\xe2\x80\x99s top 50 Best Workplaces & recipient of Waterston Human Capital\xe2\x80\x99s Most Admired Corporate Culture 2023.

Wellness matters. We offer an award-winning benefits package that includes:

Hybrid work environments

Everyday flexibility

Generous company-funded health coverage

Health care spending account

A flexible wellness program

generous time-away options to unplug, rest & recover

Career development. We commit to our employees\xe2\x80\x99 development and help them reach their professional goals with:

Organization wide coaching services

Mentorship

Education support & training programs

#LI-NB1

IND-NB

As an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require during any part of the recruitment or selection process, please reach out.

Closing Date:

• Position closes at 12:01am on the close date identified below. 03/7/2024

Canadian Western Bank