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

Scotiabank•Toronto, ON

1d•Onsite

About The Position

The Specialist, Cash Management Client Services is the primary contact for the Bank’s highest‑valued Corporate and Multinational clients, supporting their business accounts, cash management products, electronic banking services, and credit facilities within Global Transaction Banking Operations. Acting in a Relationship Manager capacity, the Specialist owns the end‑to‑end client experience—providing knowledgeable, accurate guidance; identifying and recommending solutions; coordinating onboarding and service requests; and managing client escalations to timely, effective resolution. The Specialist delivers consistent, prompt, professional, and effective service to an assigned portfolio of Corporate and Multinational clients. 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.

Requirements

Strong client relationship management skills and clear communication/problem-solving to handle escalated inquiries effectively
Working expertise in cash management operations, client and product onboarding, and servicing processes for Corporate and Multinational clients
Advanced documentation and validation skills for corporate cash management and digital channels
Risk, control, and compliance mindset aligned with Bank policies, audit controls, and AML/ATF/KYC requirements
Ability to manage end-to-end processes with high attention to detail and operational accuracy
Collaboration skills to work effectively with internal partners, external stakeholders, and legal contacts
Prioritization and time-management skills to manage high-volume requests within strict SLAs
Continuous improvement orientation to identify and implement process, service, and operational enhancements
Sound decision-making and risk awareness aligned with operational and regulatory standards

Responsibilities

Champion a client-first culture, strengthening relationships and connecting clients to the full capabilities of the Bank.
Deliver exceptional service to clients and partners by owning prompt resolution of escalations and complex inquiries.
Execute day-to-day Cash Management Client Services activities—including onboarding, service requests, and digital product support—within established SLAs.
Prepare and validate documentation and system entries for Corporate and Multinational clients, ensuring accuracy, completeness, and compliance.
Ensure full adherence to Bank policies, procedures, audit controls, and regulatory requirements (including Privacy, KYC, and AML/ATF).
Lead end-to-end case management for assigned requests, including takeover activities and quality control checks to ensure operational accuracy.
Collaborate with internal partners (GTB Treasury Management Officers, Business Banking Operations, Money Transfer Operations etc.), external partners, and legal representatives to resolve nonstandard and/or complex cases.
Prioritize effectively across high-volume requests and adapt to changing operational demands and resource constraints.
Maintain accurate client files, documentation, and records; safeguard client data and system access in accordance with control procedures.
Identify and escalate unusual occurrences, potential fraud, and process issues in line with escalation protocols; contribute ideas that streamline processes and elevate service delivery.
Support portfolio growth by recognizing opportunities and referring clients to the right partners; participate in team huddles to foster a high‑performance culture.