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Treasury Manager, Business Flex

  • Montreal, QC, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description


A career as a Treasury Manager on the Business Flex team at National Bank means acting as a specialist for small and medium-sized business clients with primarily straightforward needs. This role allows you to make a positive impact on our client experience and the sector’s growth through your knowledge of cash management, deposits and electronic banking solutions.

Your job
  • Proactively advise clients to understand their needs and recommend appropriate cash management and deposit solutions.
  • Analyze businesses’ cash conversion cycles to gain a thorough understanding of their needs and provide relevant guidance.
  • Recommend primarily electronic banking and cash management solutions based on client needs.
  • Proactively manage client files within an established framework, in line with the sector’s contact strategy.
  • Identify business opportunities and make appropriate referrals to partners to contribute to the sector’s growth.
  • Contribute to achieving the team’s financial objectives while fostering client engagement and satisfaction.
Your team

Within the FlexAffaires sector, you are part of a large team of 160 colleagues and report to the Senior Manager, Treasury and SME Growth Strategy. We aim to provide you with maximum flexibility to support your quality of life. This includes a hybrid work environment and a flexible and adaptable schedule.

National Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, help you master your role and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring support, are available to you at all times.

Prerequisites
  • Hold a college diploma and have four years of experience, or a university certificate and three years of experience, or a bachelor’s degree and two years of experience, or a master’s degree and one year of experience.
  • Have up to two years of relevant experience in cash management and deposits.
  • Have a good understanding of cash management, deposit and electronic banking solutions.
  • Hold the Certified Treasury Professional designation, an asset.







 
Languages: French, English
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Teamwork

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* 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 service
* Virtual 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!
More about this job

Responsibilities

Advise small and medium-sized business clients on their needs and recommend suitable cash management, deposit, and electronic banking solutions. Manage client files, identify and refer business opportunities, and contribute to team financial objectives and client satisfaction.

Requirements

Requires a college diploma and four years of experience, a university certificate and three years, a bachelor's degree and two years, or a master's degree and one year. Candidates should have up to two years of relevant cash management and deposit experience and a good understanding of related solutions; the Certified Treasury Professional designation is an asset.

Skills

  • Cash Management
  • Deposit Solutions
  • Electronic Banking
  • Client Advisory
  • Business Needs Analysis
  • Cash Conversion Cycle Analysis
  • Business Development
  • Referrals
  • Accountability
  • Client Focus
  • Communication
  • Emotional Intelligence
  • Learning Agility
  • Listening
  • Teamwork

Benefits

  • Health and Wellness Program
  • Flexible Group Insurance
  • Pension Plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential Banking Services
  • Community Initiatives
  • Telemedicine Service
  • Virtual Sleep Clinic

Visa sponsorship

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Categories

  • Finance & Accounting
  • Management & Leadership
  • Sales
  • Customer Service & Support

Keywords

  • Treasury
  • Cash Management
  • Deposits
  • Electronic Banking
  • Small and Medium-Sized Businesses
  • Cash Conversion Cycle
  • Client Advisory
  • Client File Management
  • Contact Strategy
  • Business Opportunities
  • Business Referrals
  • Financial Objectives
  • Client Engagement
  • Client Satisfaction
  • Certified Treasury Professional
  • Hybrid Work
  • French
  • English

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