Specialist, Cash Management Services - Montreal

Is this role right for you?

In this role you will :

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• 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 & services as it pertains to their day-to-day Banking requests adhering to established performance and productivity standards.
• 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.
• Adhere to established Service Level Agreements (SLA) to create excellent service experiences for our clients and Banking partners.
• Provides support for completion of reports, and / or review for authorizations.
• 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.
• Participates as active partners, and initiates changes by working with stakeholders, and business lines to resolve issues, remove roadblocks, reduce costs and improve services.
• Provides timely and meaningful data to partners to ensure that data is easily available, thereby facilitating the decision-making process.
• Responds promptly and effectively to service inquiries, concerns and complaints from Banking partners, through the ability to: 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. Analyze situations and present sound recommendations and decisions to overcome any obstacles and escalate as required.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• 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.
• 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 vision / values / business strategy and managing succession and development planning for the team.
• Perform other related duties as assigned.

This position requires the following skills and experience :

• Post-Secondary Education or a minimum of 2 years of relevant working experience in Financial Services or related industry.
• Knowledge of business credit as it applies to Corporate and Commercial Banking’s policies & procedures, products & services, and security & collateral documentation.
• Strong Communication (written & verbal) and Organizational Skills.
• Knowledge of Microsoft Office (Excel, Word, and Outlook).

Some more information you might want to know.

• Assists Manager, Sr. Manager, and Director with assigned tasks within different pods / teams.
• Reviews / provides authorization for transactions to execute the requirement of set-up / servicing / amendments to new and existing accounts, products & services as applicable.
• Operates independently day-to-day within assigned authorities / limits.
• Reviews and processes high volume of standard / non-standard service transactions.
• Acts as a dedicated point of contact for day-to-day service activities and provides service and support to our clients and business partners as required.
• Business Units supported are but not limited to: Commercial Banking, Small Business, Global Risk Management, Payments & Cash Management, Audit, Quality Assurance, Trade services, Scotia Leasing, Real Estate Banking, Client Services and Solutions, Cash Management Call Centre, and other units (as applicable).
• Provides national coverage between the hours of operations (7 a.m. – 8 p.m. Eastern Standard Time). Shift may vary.
• Participates in pilots, and test & learns, as required.
• Participates in cross-training to broaden skillsets across different areas.
• Assists different Service Pods as needed, includes providing back up to the Sr. Managers, Managers, and coverage for the officers within the team.

Working Conditions

• Work in a standard office-based environment; non-standard hours are a common occurrence.
• Limited travel may be required.
• Can experience significant fluctuations in volumes of work or unexpected events (e.g., system interruptions) which may require overtime.
• Works in a constantly changing environment.
• Role requires shift changes and rotations to accommodate operational requirements, planned vacation relief and unplanned absences.