Cash Management Specialist

At CWB , 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
Cash Management Specialist

Roles Specifications

Location | Edmonton, AB

Where Business Banking Meets Opportunity

At CWB, we're more than just a bank and we're on a mission to be a full-service bank for business owners in Canada. If you're ready to make an impact, bring your expertise, and thrive in a dynamic, client-first environment, CWB is the place for you. What sets us apart? We're rooted in hard work and proactive thinking, providing the tools, services and expertise our clients rely on.

Ready to take your banking career to the next level? Join CWB and experience a workplace where your skills, drive, and innovation can truly shine.

The opportunity

The Cash Management Specialist is the primary contact for our business clients and provides critical support from day one and every day forward! Day one includes initial onboarding activities comprised of opening, installation, and activation of cash management products and services, with required documentation and electronic entries. From there, you will play a key service role with our clients, providing day-to-day operational support and assistance with their banking needs. Responding to requests, delivering regular follow-up, account maintenance, and proactive support to help deliver an unrivalled client experience as part of a team of business banking professionals.

What you'll be doing Delivering client service & support. Process & operations. Administration & reporting.
Client focused. Deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB's brand promise. Help provide full-service solutions for clients with the view to be every client's primary financial partner.
Proactive service & support: This key support role is an integral part to the team as you will be the first point of contact for client service, providing critical client satisfaction touch points.
Sale lens. You will seek and find opportunities to actively refer to other business partners across CWB.
Administering. Administration, tracking, and reporting of sales activities, marketing campaigns, local market initiatives & ad hoc work as needed to support the team.
Working smarter: Using your prioritization and triage skills, and testing your accuracy by balancing diverse accounts, applying policy requirements and anti-money laundering regulations while focusing on delivering high quality documentation and customer service.
Learning: You are always identifying new trends and growing your knowledge on your next client or business area to achieve ultimate success and for you and your team.
Successful incumbent

Business and cash management market knowledge of local markets and national economies built on a foundation of some formal education in business administration or commerce and real-life experience (4 years of banking and 2 years in business or banking support or administration type roles). Knowledge of cash management, deposit & investment products with an awareness of Payment Canada Rules will set your application apart.

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® in 2024 as one of Canada's top 50 Best Workplaces & member of Waterstone Human Capital's Most Admired Corporate CulturesTM Hall of Fame.

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' development and help them reach their professional goals with: Organization wide coaching services
Mentorship
Education support & training programs
Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.
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As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment 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 accommodation 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.
01/19/2025