Robert Half Looking for Relationship Manager, Cash Management, Red Deer at Red Deer, Alberta Full Time

Did you know that our client Servus Credit Union is Alberta’s largest credit union and is ranked #1 in Canada on Forbes’ World’s Best Banks list for 2022? Our client are excited to be growing and moving with the times to keep up with the fast-paced, ever-changing financial industry! Servus is one of Canada’s 50 Best Managed Companies and they are committed to being socially responsible and living the co-operative values. Through their operations, they strive to make a positive impact on our economy, the environment, and society. They know that their employees are our most valuable assets so they offer ongoing growth and career advancement and reward employees for their hard work and achievements.

We are looking for a Relationship Manager Cash Management to join their Red Deer Business Banking Region. 

Reporting to the Regional Manager Business Banking, this role will have a primary responsibility for the development of new relationships or those requiring fee-based custom cash management solutions, and support an assigned group of relationship managers on expanding the portfolio of depository and cash management services. You will call on and meet with existing and prospective members for the purposes of uncovering their depository, cash management, operational, and business needs.

More specifically, the scope of your responsibilities will include, but are not limited to:
– Develop and maintain an effective business development and community involvement strategy – including establishing a network of referral sources including Associations, Accountants, Lawyers and Trade associations
– Develop and implement a solutions-based sales approach to fully explore and meet the needs of our business members
– Ensure effective cash management strategies and solutions are presented to our existing members and new opportunities
– Maintain an awareness and understanding of cash management industry trends and emerging services in the payment space including Remote Deposit Capture and fraud protection
– Drive member wallet share with new and existing full-service members by establishing, maintaining, and growing the relationships using key partners, making referrals and participate in industry association and networking activities
– Collaborate with operational partners to drive new member relationships identified from lead lists, existing portfolio’s data and analysis or other referral sources
– Ensure effective investment strategies for managing short, medium- and long-term reserves are presented
– Oversee and co-coordinate responses to competitive bid arrangements within the region to secure new business opportunities
– Collaboratively work with the Business Services Implementation team on the successful transition of acquired business
– Develop and maintain tracking of all business activity and provide timely status updates to the referring individual
– Authorize non-standard pricing arrangements and investment rates within assigned limits
– Understand and mitigate transaction risk associated with complex payment services
– Maintain current with advancements in competitor service offerings, pricing, and other market factors and recommend any changes
– As a subject matter expert, provide guidance knowledge and support to Servus employees in all specialized services
– Mentor Cash Management Advisors, Associates, and Implementation Specialists

Requirements

Experience and Education
– A minimum 5 years of financial institution management experience
– 5 years of relative Commercial or Cash Management experience
– Solid understanding of financial markets with specific emphasis on money market instruments and foreign Exchange
– A post-secondary degree in a business discipline or an equivalent combination of education and experience
– Professional designation is an asset (CTP, CSC, PFP, CIM)

Most importantly, we are looking for candidates with a passion for helping Servus Credit Union members and businesses succeed. If you are a driven lender looking for long-term career growth, then we encourage you to apply!

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Questions? Call your local office at 1.888.490.5461. All applicants applying for Canadian job openings must be authorized to work in Canada.

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