Job Title or Location

Officer account management

CWB Financial Group
Edmonton, AB
Management
Posted 21 days ago

Putting people first and building relationships with intention On-site requirements. CWB Bank Put a new spin on your banking career Our core focus is to become the best full-service bank for business owners in Canada. As the Reconciliations Officer, you will coordinate the reconciliation and settlement of payment items that flow through the Bank. This includes incoming and outgoing clearing (paper and EFT), incoming and outgoing wire payments, electronic payments, and cash management products. Administer the reconciliation and settlement of incoming and outgoing clearing (paper and EFT), incoming and outgoing wire payments, electronic payments, and cash management products (CAFT, Business Online Banking, Online Wires, Business Visa, Corporate Remote Deposit Capture). Work with high risk and high client impact processes, including large dollar transactions, payment channels with limited recourse, and transactions with tax implications for clients. Maintenance of long-term document control and electronic reporting for all applicable tasks. Minimize risk to CWB Group through compliance with policies and regulatory requirements in all areas of banking and operations. Ensure that the confidentiality of the Bank and its customers in maintained by routinely securing all documentation during non-business hours and is aware of and adheres to employee code of conduct. Provide direct support to the CWB branch network, to enable them to deliver a "best in class" customer experience. Post Secondary Education in Business, Finance or a related field or equivalent work experience Minimum 1 year of experience, preferably in operations within retail banking or reconciliations/ accounting background. Functional experience with Microsoft Office applications, specifically Word, Excel and banking operating systems Client-focused with strong solid understanding of retail banking policies, procedures, laws, rules, regulations, and compliance requirements. Strong proficiency working with Microsoft Office applications, specifically Word, and Excel Ability to perform tasks of a complex nature in defined time frames Proudly recognized by Great Place to Work in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterston Human Capital's Most Admired Corporate Culture 2023. Health care spending account A flexible wellness program We commit to our employees' development and help them reach their professional goals with: Education support & training programs Inclusion is a journey requiring practice & experience to result in a powerful outcome. Find community within the CWB family in our employee represented groups. #Putting people first and building relationships with intention On-site requirements. CWB Bank Put a new spin on your banking career Our core focus is to become the best full-service bank for business owners in Canada. As the Reconciliations Officer, you will coordinate the reconciliation and settlement of payment items that flow through the Bank. This includes incoming and outgoing clearing (paper and EFT), incoming and outgoing wire payments, electronic payments, and cash management products. Administer the reconciliation and settlement of incoming and outgoing clearing (paper and EFT), incoming and outgoing wire payments, electronic payments, and cash management products (CAFT, Business Online Banking, Online Wires, Business Visa, Corporate Remote Deposit Capture). Work with high risk and high client impact processes, including large dollar transactions, payment channels with limited recourse, and transactions with tax implications for clients. Maintenance of long-term document control and electronic reporting for all applicable tasks. Minimize risk to CWB Group through compliance with policies and regulatory requirements in all areas of banking and operations. Ensure that the confidentiality of the Bank and its customers in maintained by routinely securing all documentation during non-business hours and is aware of and adheres to employee code of conduct. Provide direct support to the CWB branch network, to enable them to deliver a "best in class" customer experience. Post Secondary Education in Business, Finance or a related field or equivalent work experience Minimum 1 year of experience, preferably in operations within retail banking or reconciliations/ accounting background. Functional experience with Microsoft Office applications, specifically Word, Excel and banking operating systems Client-focused with strong solid understanding of retail banking policies, procedures, laws, rules, regulations, and compliance requirements. Strong proficiency working with Microsoft Office applications, specifically Word, and Excel Ability to perform tasks of a complex nature in defined time frames Proudly recognized by Great Place to Work in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterston Human Capital's Most Admired Corporate Culture 2023. Health care spending account A flexible wellness program We commit to our employees' development and help them reach their professional goals with: Education support & training programs Inclusion is a journey requiring practice & experience to result in a powerful outcome. Find community within the CWB family in our employee represented groups. #CWB Financial Group is a diversified financial services organization providing specialized service in business and personal banking, equipment financing and leasing, trust and wealth management across Canada. With more than 2,500 employees in companies with offices and branches across the country, we're helping our clients manage their money, grow their business and realize their financial potential. If you're interested in sales, support or leadership role with a growing, award-winning organization, chances are we have a challenging and rewarding opportunity of interest to you. #