Senior Advisor., Cash Management

A career as a Senior Advisor Cash Management in the Commercial Banking team at National Bank is to act as the main responsible for leading the team in the set-up and ongoing maintenance of cash management products and services including preparation, completion, administration, and distribution of documentation. This job allows you to have a positive impact on the organization through your talent supporting the growth and retention of the banking centre portfolio of diversified clients, and their everyday operational banking needs.

Your job

• Team Leadership & Collaboration: Lead Cash Management Specialists in partnering with Banking Centre, Real Estate, and Equipment Finance teams to deliver comprehensive business banking solutions aligned with financial goals.
• Revenue Assurance & Process Oversight: Ensure accurate fee collection and minimize client reimbursements by overseeing service fee programming, account reviews, and error prevention.
• Client Experience Management: Promote exceptional client service by ensuring timely and effective responses that reflect the bank’s brand promise.
• Operational Compliance & Reporting: Ensure adherence to KYC/AML guidelines, manage audit participation, and oversee accurate reporting and remedial project execution.
• Marketing & CRM Engagement: Guide team involvement in marketing initiatives and ensure consistent use of CRM tools to support business development.
• Coaching & Development: Provide continuous leadership and coaching to enhance team members’ administrative and client service capabilities.

Your team

Within the Cash Management- Commercial Banking sector, you are part of a team of expert specialists' professionals, reporting to the VP and Market Lead, Edmonton Downtown District. Our team values collaboration, precision, and a commitment to client success. We offer flexible work arrangements, a supportive environment, and strong opportunities for professional growth.

Basic requirements

• Minimum 4 years banking experience of which 2 years in a business or other banking support and administrative role.
• Strong background in cash management, treasury management, payments, merchant services, liquidity, and investment products and services.
• Excellent knowledge of cash management products, services, service fees, and renewal terms.
• Solid understanding of Payment Canada Rules, knowledge of deposit and investment products, and understanding of business and cash management market knowledge
• A passionate leader and coach who can effectively empower a team and be a role model for team performance, employee engagement, and career progression.