A career as a Cash Management Service Officer at
National Bank means joining a client-focused team responsible for supporting
treasury and cash management clients through exceptional service delivery,
operational support, and issue resolution.
Based in either Vancouver, British Columbia, or
Calgary, Alberta, and reporting to the Managing Director & Head, National
Client Group, Western Canada, you will serve as a key partner to Treasury
Managers, Relationship Managers, clients, and internal banking partners by managing day-to-day treasury service activities, supporting implementations,
resolving client inquiries, and ensuring the smooth operation of cash management products and services.
In this role, you will act as a trusted point of
contact for clients and internal partners, helping coordinate onboarding
activities, manage service requests, support cash management solutions,
investigate issues, track client documentation, monitor billing and reporting activities, and provide operational support that contributes to a best-in-class client experience.
Working hours are dictated by client and business
needs in a hybrid work environment that combines office and remote work. Occasional travel for team meetings may be required.
Your Job:
- Serve
as a primary point of contact for day-to-day client inquiries related to
cash management products, services, platforms, and treasury solutions. - Triage
client service requests and issues, coordinating with internal support
teams, operations, implementation specialists, and technology partners to
facilitate timely resolution. - Provide
ongoing support to Treasury Managers and Relationship Managers by ensuring
client requests, follow-ups, documentation, and service needs are addressed efficiently. - Support client onboarding,
implementation activities, account maintenance requests, product setup,
and documentation requirements. - Monitor
outstanding service requests, onboarding activities, and operational
issues to ensure timely follow-up and resolution. - Prepare
and maintain client documentation, service records, implementation
tracking tools, operating procedures, and portfolio information. - Analyze
billing information, service usage, fees, and account structures to
support accurate client servicing and treasury revenue management. - Create
and maintain client schematics, account structures, workflow diagrams, and
treasury service documentation. - Develop
a strong understanding of National Bank's treasury and cash management
platforms, products, and operational processes to effectively support clients and internal partners. - Coordinate
with internal business partners to support product implementations,
account maintenance, documentation collection, compliance requirements,
and operational reviews. - Maintain
accurate client, deposit, service, and portfolio information to support reporting, tracking, and team effectiveness. - Assist
with portfolio administration, reporting, data management, and service-related follow-up activities. - Identify
opportunities to improve service delivery, operational efficiency, client experience, and internal processes. - Participate
in team initiatives, operational improvement projects, and special assignments supporting the continued growth of National Client Group.
Your Team:
National Client Group, Western Canada serves some of
Canada's largest and most sophisticated corporate and commercial clients. Our employees support treasury management, liquidity management, cash management,
and lending solutions across a wide range of industries.
We are committed to supporting professional
development through training, mentorship, collaboration, and hands-on
experience within a dynamic and entrepreneurial environment.
Basic Requirements:
- College
diploma, Business Administration certificate, or equivalent combination of
education and relevant experience. - Minimum
three years of experience in a client-facing cash management, treasury
service, commercial banking support, client service, or banking operations role. - Experience
supporting cash management products, treasury management services,
commercial banking clients, or related operational functions. - Strong
understanding of banking operations, client support processes, account
administration, and service delivery principles. - Strong
organizational skills with the ability to prioritize multiple requests and manage competing deadlines in a fast-paced environment. - Detail-oriented
with the ability to manage documentation, reporting, and operational processes accurately. - Strong
problem-solving skills and the ability to investigate issues, identify root causes, and coordinate effective solutions. - Advanced
knowledge of Microsoft Excel, PowerPoint, and other business productivity
tools. - Experience
working with banking platforms, treasury applications, or client servicing systems. - Demonstrated
interest in leveraging technology, automation, data analytics, and AI-enabled tools to improve efficiency and client service delivery. - Excellent
verbal and written communication skills. - Strong
interpersonal skills with the ability to build effective relationships
with clients, operations teams, and internal business partners. - Ability
to provide professional, responsive, and client-focused service in a high-volume environment.
Languages: English
Required skills: Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork
Your benefits
- Health and wellness program, including many options
- Flexible group insurance
- Generous pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferential banking services
- Involvement in community initiatives
- Telemedicine serviceVirtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people‑first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
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Cash Management, Services Officer - National Client Group in Calgary employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
