Title: Specialist, Cash Management Client Services (Bilingual English & Spanish - Mississauga)
Requisition ID: 254611
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose:
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.
Is this role right for you? In this role, you will:
1. Champion a client-first culture, strengthening relationships and connecting clients to the full capabilities of the Bank.
2. Deliver exceptional service to clients and partners by owning prompt resolution of escalations and complex inquiries.
3. Execute day-to-day Cash Management Client Services activities—including onboarding, service requests, and digital product support—within established SLAs.
4. Prepare and validate documentation and system entries for Corporate and Multinational clients, ensuring accuracy, completeness, and compliance.
5. Ensure full adherence to Bank policies, procedures, audit controls, and regulatory requirements (including Privacy, KYC, and AML/ATF).
6. Lead end-to-end case management for assigned requests, including takeover activities and quality control checks to ensure operational accuracy.
7. 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.
8. Prioritize effectively across high-volume requests and adapt to changing operational demands and resource constraints.
9. Maintain accurate client files, documentation, and records; safeguard client data and system access in accordance with control procedures.
10. Identify and escalate unusual occurrences, potential fraud, and process issues in line with escalation protocols; contribute ideas that streamline processes and elevate service delivery.
11. Support portfolio growth by recognizing opportunities and referring clients to the right partners; participate in team huddles to foster a high‑performance culture.
Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:
1. Strong client relationship management skills and clear communication/problem-solving to handle escalated inquiries effectively
2. Working expertise in cash management operations, client and product onboarding, and servicing processes for Corporate and Multinational clients
3. Advanced documentation and validation skills for corporate cash management and digital channels
4. Risk, control, and compliance mindset aligned with Bank policies, audit controls, and AML/ATF/KYC requirements
5. Ability to manage end-to-end processes with high attention to detail and operational accuracy
6. Collaboration skills to work effectively with internal partners, external stakeholders, and legal contacts
7. Prioritization and time-management skills to manage high-volume requests within strict SLAs
8. Continuous improvement orientation to identify and implement process, service, and operational enhancements
9. Sound decision-making and risk awareness aligned with operational and regulatory standards
10. Bilingual (English/Spanish) with professional working proficiency in Spanish (verbal and written); able to lead client calls, draft documentation, and resolve escalations in Spanish
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.
Location(s): Canada : Ontario : Mississauga
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.
Job Segment:
Compliance, Relationship Manager, Investment Banking, Legal, Customer Service, Bilingual, Finance