Specialist, Cash Management Client Services, Global Transaction Banking

Title:

Specialist, Cash Management Client Services, Global Transaction Banking - Toronto

Requisition

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

The Service Officer, Cash Management Client Services provides support in the preparation, execution and daily monitoring of accounts, lending products, and day‑to‑day servicing requests for corporate clients of the Bank. The Service Officer demonstrates professionalism and commitment to achieving the highest levels of client satisfaction.

• Complete loan and overdraft set‑up and maintenance, account closures, overdraft report monitoring, daily processing limit exceptions, PEGA case management, and Annual Review updates.
• Prepare and execute instructions in line with credit authorizations and bank policies, ensuring all documents are accurate, complete, properly executed, and logged.
• Review complex credit authorizations, existing credit presentations, and security documentation, and work with corporate banking and global transaction banking to resolve inconsistencies.
• Take ownership of inquiries, concerns, and complaints, resolving matters promptly and accurately.
• Maintain a strong working knowledge of global banking and markets, global transaction banking, security and collateral documentation requirements, and their impact on client transaction services.
• Stay current on manual and procedural changes and participate in coaching and continuous improvement initiatives.
• Adhere to established service level agreements and escalation protocols.

• Post‑secondary education or a minimum of 2 years of relevant working experience in financial services or related industry.
• Proven customer service and communication skills, with ability to prioritize.
• Strong written and verbal communication and organizational skills.
• Knowledge of Microsoft Office (Excel, Word, and Outlook).
• Experience in global wholesale operations, global transaction banking, global banking and markets, commercial & business banking operations, retail banking, or business banking is an asset.

Work in a standard office‑based environment; different shifts to accommodate hours of operation for Western & Eastern Canada may be required. Operational hours are between 11:30 am and 8:00 pm.

Location(s):
Canada :
Ontario :
Toronto