A career as a Cash Management Service Officer at
National Bank means joining a client-focused team responsible for supporting
treasury and cash management clients through exceptional service delivery,
operational support, and issue resolution.

Based in either Vancouver, British Columbia, or
Calgary, Alberta, and reporting to the Managing Director & Head, National
Client Group, Western Canada, you will serve as a key partner to Treasury
Managers, Relationship Managers, clients, and internal banking partners by
managing day-to-day treasury service activities, supporting implementations,
resolving client inquiries, and ensuring the smooth operation of cash
management products and services.

In this role, you will act as a trusted point of
contact for clients and internal partners, helping coordinate onboarding
activities, manage service requests, support cash management solutions,
investigate issues, track client documentation, monitor billing and reporting
activities, and provide operational support that contributes to a best-in-class
client experience.

Working hours are dictated by client and business
needs in a hybrid work environment that combines office and remote work. Occasional travel for team meetings may
be required.

Your Job:

Serve
as a primary point of contact for day-to-day client inquiries related to
cash management products, services, platforms, and treasury solutions.

Triage
client service requests and issues, coordinating with internal support
teams, operations, implementation specialists, and technology partners to
facilitate timely resolution.

Provide
ongoing support to Treasury Managers and Relationship Managers by ensuring
client requests, follow-ups, documentation, and service needs are
addressed efficiently.

Support client onboarding,
implementation activities, account maintenance requests, product setup,
and documentation requirements.

Monitor
outstanding service requests, onboarding activities, and operational
issues to ensure timely follow-up and resolution.

Prepare
and maintain client documentation, service records, implementation
tracking tools, operating procedures, and portfolio information.

Analyze
billing information, service usage, fees, and account structures to
support accurate client servicing and treasury revenue management.

Create
and maintain client schematics, account structures, workflow diagrams, and
treasury service documentation.

Develop




a strong understanding of National Bank's treasury and cash management
platforms, products, and operational processes to effectively support
clients and internal partners.

Coordinate
with internal business partners to support product implementations,
account maintenance, documentation collection, compliance requirements,
and operational reviews.

Maintain
accurate client, deposit, service, and portfolio information to support
reporting, tracking, and team effectiveness.

Assist
with portfolio administration, reporting, data management, and
service-related follow-up activities.

Identify
opportunities to improve service delivery, operational efficiency, client
experience, and internal processes.

Participate
in team initiatives, operational improvement projects, and special
assignments supporting the continued growth of National Client Group.

Your Team:
National Client Group, Western Canada serves some of
Canada's largest and most sophisticated corporate and commercial clients. Our
employees support treasury management, liquidity management, cash management,
and lending solutions across a wide range of industries.

We are committed to supporting professional
development through training, mentorship, collaboration, and hands-on
experience within a dynamic and entrepreneurial environment.

Basic Requirements:

College
diploma, Business Administration certificate, or equivalent combination of
education and relevant experience.

Minimum
three years of experience in a client-facing cash management, treasury
service, commercial banking support, client service, or banking operations
role.

Experience
supporting cash management products, treasury management services,
commercial banking clients, or related operational functions.

Strong
understanding of banking operations, client support processes, account
administration, and service delivery principles.

Strong
organizational skills with the ability to prioritize multiple requests and
manage competing deadlines in a fast-paced environment.

Detail-oriented
with the ability to manage documentation, reporting,



and operational
processes accurately.

Strong
problem-solving skills and the ability to investigate issues, identify
root causes, and coordinate effective solutions.

Advanced
knowledge of Microsoft Excel, PowerPoint, and other business productivity
tools.

Experience
working with banking platforms, treasury applications, or client servicing
systems.

Demonstrated
interest in leveraging technology, automation, data analytics, and
AI-enabled tools to improve efficiency and client service delivery.

Excellent
verbal and written communication skills.

Strong
interpersonal skills with the ability to build effective relationships
with clients, operations teams, and internal business partners.

Ability
to provide skilled, responsive, and client-focused service in a
high-volume environment.

Languages: English

Required skills: Accountability, Client-focused, Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Empathy, Humility, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits

Health and wellness program, including many options

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine serviceVirtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people‑first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

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📌 Cash Management, Services Officer - National Client Group (Alberta)
🏢 National Bank of Canada
📍 Alberta