Senior Cash Management Relationship Specialist (FSI)
Core
Senior specialist managing the end-to-end transition of corporate and commercial banking customers to a new Canadian branch banking model, ensuring relationship stability during complex bank-initiated changes.
Role type
Senior IC cash management relationship specialist (transition program)
Builds
Customer transition journey from engagement through go-live and post-cutover stabilization
Domain
Canadian commercial banking, cash management, transaction banking
Deliverable
client delivery
Required skills
Canadian cash management products expertise, corporate treasury stakeholder management, cross-functional coordination, compliance and KYC navigation, product implementation coordination, retention strategy execution, program playbook iteration
Preferred skills
Bank-initiated customer migration experience, file-based payment product familiarity, Canadian regulatory frameworks knowledge, cross-border banking structures understanding, CTP/CACM certification
Technologies
US ACH, wire transfers, EFT, lockbox, electronic receivables, online banking platforms
Responsibilities
Own portfolio of assigned customers end-to-end from readiness assessment to post-cutover monitoring; Assess customer product complexity and set timelines; Guide customers through transition while managing objections; Coordinate with Compliance, KYC, and internal implementation teams; Identify upsell opportunities and route to sales; Contribute to program playbook iteration between cohorts
Seniority
Senior, hands-on IC
