Top Benefits
About the role
Cash Management Specialist (Permanent, Part-time)
Location: Peterborough, ON
Work Arrangement: Hybrid Work Arrangement, requiring 2 days/week worked on-site)
Hours: 40 hours per week, Monday to Friday
Rate of Pay: Dependent upon experience
Position Description:
As a Cash Management Specialist, you will:
- Work with the Manager, Cash Management, Commercial Account Managers and Retail and Wealth Branch partners to ensure all opportunities to provide cash management solutions are identified to build a full financial relationship with business members.
- Assist in maintaining the Central 1 CAFT (Customer Automated Funds Transaction) program. Supporting our existing portfolio with questions or problems and training and setting up any new members. Always keeping an up to date knowledge on any changes and ensuring all paperwork is kept up to date along with any messages required on DNA.
- Accountable for ensuring all cash management documentation is completed in an accurate manner and in compliance with Credit Union policies, procedures and legislative requirements.
- Provide advice and cash management expertise to meet the needs of our business members.
- Coach/mentor staff on identifying cash management needs.
- Analyze financial information and present holistic cash management reviews to both Members and Prospects.
- Make sound pricing recommendations based on risk, Credit Union policy, & legislation.
- Network and build rapport with COI and community members to build referral sources in the communities we serve.
- Provide general assistance to commercial members, anticipate and determine the needs of the members, ensure they are referred to the suitable service area.
Qualifications:
- Grade 12 or equivalent with a minimum of three (3) years banking experience, or;
- A three year College Diploma with an emphasis in Business Administration.
- Must have 1 - 3 years administration experience in a cash management role, preferably within commercial/small business.
- Experience working in a financial institution, preferably on the front-line would be considered an asset
- Solid and up-to-date knowledge of the Credit Union Cash management products and services, policies, procedures and standards.
- Excellent organizational and time management skills
- Good decision making and problem-solving skills
At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.
If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process apply now!
About Kawartha Credit Union
Since 1952, Kawartha Credit Union has been committed to supporting the financial well-being and quality of life in the communities we serve. Membership at Kawartha is open to anyone looking for a local-focus financial services provider. Our success is the result of our dedication to superior personal service and employee engagement, and Kawartha has been repeatedly recognized as a Best Employer.
With more than 65 years of banking history, Kawartha delivers a wide range of competitive products and services through online, mobile and telephone channels, 25 convenient branch locations from Parry Sound to Cornwall, and through The Exchange® Network of more than 2,500 surcharge free ATMs in Canada and the U.S.
Kawartha supports the well-being of the communities we serve through our Community Involvement Program. In addition to almost $3 million in corporate donations, our dedicated employees volunteer their time and talents to many initiatives throughout the year.
Top Benefits
About the role
Cash Management Specialist (Permanent, Part-time)
Location: Peterborough, ON
Work Arrangement: Hybrid Work Arrangement, requiring 2 days/week worked on-site)
Hours: 40 hours per week, Monday to Friday
Rate of Pay: Dependent upon experience
Position Description:
As a Cash Management Specialist, you will:
- Work with the Manager, Cash Management, Commercial Account Managers and Retail and Wealth Branch partners to ensure all opportunities to provide cash management solutions are identified to build a full financial relationship with business members.
- Assist in maintaining the Central 1 CAFT (Customer Automated Funds Transaction) program. Supporting our existing portfolio with questions or problems and training and setting up any new members. Always keeping an up to date knowledge on any changes and ensuring all paperwork is kept up to date along with any messages required on DNA.
- Accountable for ensuring all cash management documentation is completed in an accurate manner and in compliance with Credit Union policies, procedures and legislative requirements.
- Provide advice and cash management expertise to meet the needs of our business members.
- Coach/mentor staff on identifying cash management needs.
- Analyze financial information and present holistic cash management reviews to both Members and Prospects.
- Make sound pricing recommendations based on risk, Credit Union policy, & legislation.
- Network and build rapport with COI and community members to build referral sources in the communities we serve.
- Provide general assistance to commercial members, anticipate and determine the needs of the members, ensure they are referred to the suitable service area.
Qualifications:
- Grade 12 or equivalent with a minimum of three (3) years banking experience, or;
- A three year College Diploma with an emphasis in Business Administration.
- Must have 1 - 3 years administration experience in a cash management role, preferably within commercial/small business.
- Experience working in a financial institution, preferably on the front-line would be considered an asset
- Solid and up-to-date knowledge of the Credit Union Cash management products and services, policies, procedures and standards.
- Excellent organizational and time management skills
- Good decision making and problem-solving skills
At Kawartha Credit Union diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know.
If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process apply now!
About Kawartha Credit Union
Since 1952, Kawartha Credit Union has been committed to supporting the financial well-being and quality of life in the communities we serve. Membership at Kawartha is open to anyone looking for a local-focus financial services provider. Our success is the result of our dedication to superior personal service and employee engagement, and Kawartha has been repeatedly recognized as a Best Employer.
With more than 65 years of banking history, Kawartha delivers a wide range of competitive products and services through online, mobile and telephone channels, 25 convenient branch locations from Parry Sound to Cornwall, and through The Exchange® Network of more than 2,500 surcharge free ATMs in Canada and the U.S.
Kawartha supports the well-being of the communities we serve through our Community Involvement Program. In addition to almost $3 million in corporate donations, our dedicated employees volunteer their time and talents to many initiatives throughout the year.