Senior Cash Management Relationship Specialist (FSI)

📋 Description

• Lead end-to-end customer transition for a portfolio of Canadian cash management clients, from
• Operate as a primary point of contact within a client-embedded delivery program, protecting
• Coordinate with Sales, Relationship Management, Compliance, KYC, Migration and Product teams to
• Manage post-cutover monitoring, activity migration, proactive check-ins, and formal close-out of
• Identify upsell/cross-sell opportunities and route to the Sales team with clear briefs; apply
• Contribute to program playbooks and wave planning, capturing recurring objections and process gaps.

🎯 Requirements

• 12+ years of client-facing experience in Canadian cash and/or treasury management at a major
• Working knowledge of US cash management products (US ACH, wire, account analysis billing) for
• Hands-on client management/relationship management experience within a bank or financial
• Experience in front-office Sales/Relationship Management or Sales Support with direct client
• Proven ability to manage client transitions and implementations with internal operations, product
• Strong understanding of cash management products and solutions; ability to engage clients and

🎁 Benefits

• Competitive base salary + annual discretionary bonus
• Comprehensive medical/dental/vision benefits
• Generous vacation and parental leave
• Professional development support and global network access