Senior Cash Management Specialist (FSI)
HybridToronto, Ontario, Canada
Job Summary
Own a portfolio of corporate and commercial banking customers end-to-end, guiding them through readiness assessment, compliance collection, product implementation, go-live, and post-cutover monitoring. Coordinate with client Sales, Compliance, and internal Migration teams to manage objections, ensure milestone readiness, and execute structured handoffs. Identify upsell opportunities, flag at-risk accounts, and apply product value arguments to support adoption while protecting relationships during a complex bank-initiated transition. Contribute to playbook iteration by logging objection patterns and participating in wave planning sessions. Requires 12+ years of client-facing experience in Canadian cash management and on-site presence in Toronto for the 18-month program duration.
Required Qualifications
- 12+ years of client-facing experience in Canadian cash and/or treasury management, transaction banking at a major financial institution (Schedule I or Schedule III bank)
- Deep, working knowledge of Canadian cash management products — including deposit account structures, payment rails (wires, EFT/ACH, cheques), receivables solutions (lockbox, electronic), and online banking platforms
- Hands-on experience with client onboarding in the cash management domain — account opening, compliance documentation, and product implementation from the bank side
- Proven sales support or business development contribution — experience working alongside or in direct support of Relationship Managers or Sales teams to grow and protect a corporate banking portfolio
- Working knowledge of US cash management products sufficient to navigate cross-border customer situations (US ACH, wire, account analysis billing)
- Proven ability to manage complex, multi-stakeholder client situations — setting clear expectations, handling objections, and driving outcomes without direct authority
- Strong written and verbal communication skills; able to engage credibly with corporate treasury stakeholders, Sales partners, Compliance, and Product simultaneously
- Comfortable operating in a fast-paced, client-embedded environment with shifting priorities and tight timelines
- On-site in Toronto
- Candidates must be Canada-based or willing to commit to on-site presence in Toronto
- Program duration: approximately 18–24 months
- Travel within Canada for customer meetings may be required for complex accounts
Desired Qualifications
- Prior experience in a bank-initiated customer migration or transition program (account restructuring, branch consolidation, product sunset) in a client-facing role, preferably in Sales or Sales support function
- Familiarity with file-based payment products and testing environments from a client implementation perspective
- Understanding of Canadian regulatory and compliance frameworks (FINTRAC, OSFI, CPA Rules) at an operational level
- Knowledge of cross-border banking structures and the documentation complexity they create for corporate clients
- CTP (Certified Treasury Professional), CACM, or equivalent cash management certification
- Bachelor's degree in Finance, Business, or a related field
Additional Requirements
- Canada-based or willing to commit to on-site presence in Toronto
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