Job Description
Requisition ID: 22+33+
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:
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 vison/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.
Location(s): Canada : Quebec : Montreal
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. 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.
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:
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 vison/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.
Location(s): Canada : Quebec : Montreal
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. 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.
💡 Quick Summary
Seeking a career-building opportunity? The Specialist, Cash Management Services - Montreal position is now open for candidates interested in the Bank Jobs sector. This role in Montréal offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.