Back to results

Cash Management Specialist

  • Halifax, NS, B3J 1P3, Canada

Applications open in a new tab.

Job details

Apply by
Posting language
English
Posted

Original job description

Requisition ID: 277005

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

Contributes to the overall success of the CMCC / Business Banking ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted follow compliance and governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:

  • Champions a client focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Advising clients on customized financial solutions, through analysis and discovery discussion with the client, for the business banking suite of cash management services.
  • Manage a high volume of partner referrals, from start-ups/prospects to higher complexity/higher value specialty business banking/private banking clients, through a disciplined sales process. A full analysis is completed prior to every client interaction. 
  • Proactively contact clients based on data and analytics, leveraging a disciplined pre-call planning approach. 
  • 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 their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. 
  • Champions a high-performance environment and contributes to an inclusive work environment. 
  • Adjudicate non-standard pricing requests for existing and prospect clients, with a goal of winning new primary relationships, retaining existing high value profitable relationships, with a focus on acquiring/maintaining deposits. This involves effectively and efficiently communicating decisions in a thoughtful, collaborative manner. 
  • Negotiate outcomes that are positive for both the client and the Bank with key stakeholders and clients. This can involve approving special pricing arrangements or recommending alternative banking methods.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

  • University degree in business, finance or economics, or equivalent work experience.
  • The incumbent must possess strong interpersonal skills, communications, judgement, negotiation, coordination and analytical skills.

Location(s):  Canada : Nova Scotia : Halifax 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

More about this job

Responsibilities

The Cash Management Specialist manages a high volume of partner referrals and provides customized financial solutions to business banking clients. They are responsible for ensuring compliance with internal policies, risk appetite, and regulatory requirements while driving sales and relationship growth.

Requirements

Candidates must hold a university degree in business, finance, or economics, or possess equivalent work experience. Strong interpersonal, analytical, and negotiation skills are required to succeed in this role.

Skills

  • Cash management
  • Business banking
  • Financial solutions
  • Sales process
  • Data analysis
  • Pre-call planning
  • Risk management
  • Compliance
  • AML
  • ATF
  • Pricing negotiation
  • Relationship management
  • Interpersonal skills
  • Communication
  • Judgment
  • Coordination

Visa sponsorship

Not detected in the job text

Categories

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

Keywords

  • Cash Management
  • Business Banking
  • Financial Solutions
  • Sales
  • Data Analytics
  • Risk Appetite
  • Compliance
  • AML
  • ATF
  • Pricing
  • Relationship Management
  • Negotiation
  • Scotiabank
  • Private Banking
  • Commercial Banking
  • Wealth Management
  • Corporate Banking
  • Investment Banking
  • Capital Markets
  • Client Relations

Report this job