Specialist, Cash Management Services : Montreal
montreal, Canada 5 days ago
Job Description
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture.
Purpose
Contributes to the overall success of the Cash Management Services business unit by ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team's business strategies and objectives. Ensures all activities conducted with a high degree of accuracy follow governing regulations, internal policies, and procedures.
Is this role right for you? In this role you will:
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Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
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Provides excellent and a high:level client experience by taking responsibility for and ensuring the ongoing successful servicing / amendments of new and existing accounts, products and services asit pertains to their day:to:day Banking requests adhering to established performance and productivity standards.
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Preparation, validation, and execution of required products, services, accounts, to set up, maintenance or amendments to ensure accuracy and completeness as required for/from Banking partners.
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Adhere to established Service Level Agreements (SLA) to create excellent service experiences for our clients and Banking partners.
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Provides support for completion of reports, and/or review for authorizations.
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Maintains a high degree of relevant, up:to:date knowledge and understanding of appropriate products, processes and policies, including completing internal training to maintain expertise, and reviewing all news items, processes, and related publications.
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Participates as active partners, and initiates changes by working with stakeholders, and business lines to resolve issues, remove roadblocks, reduce costs and improve services.
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Provides timely and meaningful data to partners to ensure that data is easily available, thereby facilitating the decision:making process.
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Responds promptly and effectively to service inquiries, concerns and complaints from Banking partners, through the ability to:
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Resolve day to day servicing issues and reduce business and customer impact with the direction of the manager as required, to provide a high:level of service to our customers.
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Analyze situations and present sound recommendations and decisions to overcome any obstacles and escalate as required.
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Understand how the Bank's risk appetite and risk culture should be considered in day:to:day activities and decisions.
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Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day:to:day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
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Champions a high performing environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team.
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Perform other related duties as assigned.
This position requires the following skills and experience:
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Post:Secondary Education or a minimum of 2 years of relevant working experience in Financial Services or related industry.
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Knowledge of business credit as it applies to Corporate and Commercial Banking's policies and procedures, products and services, and security and collateral documentation.
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Strong Communication (written and verbal) and Organizational Skills
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Knowledge of Microsoft Office (Excel, Word, and Outlook).
Some more information you might want to know.
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