Specialist, Cash Management Client Services, GTB - Montreal

Requisition ID: 278749

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

Global Transaction Banking

Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do business with us.

As businesses build their digital capabilities and transform their operating models, their payment needs are evolving too. Boasting a unique global footprint, GTB’s comprehensive suite of innovative banking solutions help our business clients generate operational efficiencies, streamline and simplify payments, improve working capital performance, and mitigate financial risk.

At Scotiabank, we embrace your strengths, ideas, and ambitions. GTB is a fast-growing team with a focus on the Americas, particularly Canada, the U.S., Mexico, and we are seeking top tier talent to complement our organization.

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

Purpose

The Specialist, Corporate Client Service is the primary officer responsible for servicing the highest valued Corporate Clients of the Bank with their business accounts, cash management, electronic banking services and credit facilities within Global Wholesale Operations. The incumbent is expected to act in the capacity of a Relationship Manager, within Global Wholesale Operations and own the client service experience by providing knowledgeable and accurate information, identify and recommend solutions, and be accountable for managing escalations relating to the client to ensure resolution in a timely and effective manner. The Specialist provides consistent, prompt, professional and effective service to a portfolio of corporate client.

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

Client Relationship Management
• Serve as the primary point of contact for service, maintenance, escalations, and resolution of complex inquiries for the Corporate client portfolio, with a thorough understanding of client relationships and unique servicing requirements.
Onboarding & Internal Coordination
• Act as the primary lead working with Global Transaction Banking, Business Banking Operations, and internal partners to ensure timely, accurate onboarding of new relationships or additions to existing connections; actively participate in client meetings as required.
Account & Product Setup
• Accurately prepare documentation and complete system setup for bank accounts, cash management, and electronic banking products for new and existing Corporate clients.
Product Knowledge
• Develop and maintain strong knowledge of Global Transaction Banking products, services, and pricing structures.
Client Records Management
• Maintain accurate, complete, and up-to-date client files, documentation, and records.
Service Level Adherence
• Ensure compliance with established Service Level Agreements (SLAs) and follow escalation protocols consistently.
Business Growth & Referrals
• Contribute to the growth and profitability of the Corporate Banking portfolio by identifying new or expanded business opportunities and making appropriate referrals to business partners.
Team Collaboration & Culture
• Actively participate in team huddles and meetings to promote collaboration and help foster a high-performing Corporate Client Service team.

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

Corporate Client Support
• Provide comprehensive Corporate Client Service support aligned with Scotiabank’s Corporate client segment and service standards.
Priority & Urgency Management
• Demonstrated ability to manage multiple priorities simultaneously, often within a high urgency and time sensitive environment.
Cash Management & Credit Expertise
• Hands-on involvement with business credit, account servicing, and the Cash Management suite, with strong adherence to policies, procedures, products, and services.
Account & Product Implementation
• Experience supporting the setup and execution of accounts, products, services, and loan/funding activities.
Team Collaboration & Independence
• Proven ability to work effectively within a team-based environment while also demonstrating strong independent judgment and initiative.
Accuracy & Attention to Detail
• High level of accuracy and thoroughness are required to prepare, review, and execute client documentation.
Analytical & Problem-Solving Skills
• Strong analytical thinking to assess complex issues, identify root causes, and determine appropriate solutions and resolutions.
Communication Skills
• Ability to communicate issues and concerns clearly, concisely, and professionally to internal teams and stakeholders.
Time Management
• Excellent time management skills to effectively meet the needs of Corporate clients while balancing competing priorities and deadlines.
Relationship Building
• Strong interpersonal skills with the ability to build trusted relationships and establish credibility with clients and internal partners.
Regulatory Knowledge
• Thorough understanding of relevant regulatory requirements, including FATCA, AML, KYC, CDIC, and Privacy legislation.
Technical & Systems Proficiency
• Proficient knowledge and usage of internal banking systems such as Intralink, AS400, PEGA, GPI, DMT, FFT, Emulation (TKS), as well as MS Office and MS Teams.

What’s in it for you?

• A rewarding career path with diverse opportunities for professional development
• An organization committed to making a difference in our communities – for you and our customers.
• A competitive rewards program includes annual bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.
• Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
• Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.

#LI-Onsite #GTB

Interested?

If your experience is closely related but doesn’t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank!
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve and English-speaking clientele.

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. 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.