Why FirstOntario?

• Competitive compensation packages
• Top-tier health and wellness benefits, along with both a Health Spend Account ($500/yr) and a Personal Spend Account (up to $125/yr)
• Up to $1000 per year towards professional development
• Pension Plan
• Company-wide Employee Volunteer program (Blue Wave Program)
• Employee and Family Assistance Program
• Exclusive banking benefits

Job Overview

The Cash Management Specialist is responsible for maintaining and growing a crucial segment of our commercial book of business with an emphasis on full service 'home bank' relationships with community-based organizations. This includes being a face of FirstOntario in the community with our non-profits, expanding our reach with our unique condo corporation banking program, and managing and growing key deposit relationships within our commercial membership.

Role

• Grow and cement FirstOntario's status as the premier partner for non-profits in the banking sector, by forming partnerships and winning banking relationships
• Establish yourself in the Non-For Profit (NFP) sector with a consistent presence and reputation for excellence and integrity
• Reflect FirstOntario's existing community impact with existing partners, and build on our own public image as an exemplary corporate citizen
• Champion true partner banking with our members and prospects including all FirstOntario business lines in opportunities
• Expand our condominium banking program that serves a growing segment of our communities
• Leverage our products and services to win full-service banking with property managers
• Grow our deposit base through condo reserve fund investments, including managing active investment plans for condo boards
• Attend industry trade shows to build relationships and win new business
• Attract, retain, and manage key depositor relationships as part of your business-as-usual activity
• Support our Business Banking Group team members with cash management and deposit services, sales, and activities and act as a subject matter expert
• Believe in our products and services and confidently communicate to business members and future business members how we can improve their financial lives
• Aid in the planning and execution of marketing campaigns that will help achieve Business Banking targets
• Actively develop and execute a strategy that involves you in the branch network and local communities to raise visibility and generate new business
• Identify areas of opportunity within sales targets in a timely manner and develop and implement action plans to close any gaps
• Proactively identify product or service gaps for our membership
• Maximize revenue opportunities without compromising excellent member experience
• Analyze and measure performance of campaigns and programs while being flexible to modification to increase our share of wallet, acquisition and retention of memberships
• Play an active role in the development and maintenance of your pipeline by leveraging your networks and using an effective prospecting strategy
• Stay ahead of the curve when it comes to best practices and standards for Business Banking and Cash Management
• Be conscious of brand guidelines and use business banking marketing materials that seamlessly align with other business lines
• Not only adhere to all regulatory, risk, and compliance standards, but help contribute to the level of governance excellence that FirstOntario regularly displays
• Leverage and support our administrative roles to ensure a seamless member experience
• Manage multiple priorities with strict deadlines
• Identify and escalate compliance risks and proactively work towards solutions for future opportunities
• Consider health & safety as a primary concern to ensure the overall well-being of self and others
• Perform other duties we may need you to do

Required Skills

• University Degree or College Diploma in the field of Business, Economics, Marketing or related fields
• Have 3-5 (three to five) years' experience in Financial Services
• Be well-versed in business banking and/or cash management best practices and methodologies
• Have a level of comfort and knowledge with the financial markets and how these are impacting our members and prospects
• Have experience in the NFP sector, either directly through employment, or indirectly through a client relationship, or volunteerism
• Excel at relationship management of current and prospective members and be quick to respond to requests for service from all of your clients/members
• Demonstrate your sales management skills in setting and monitoring sales targets, plans, pipelines and activities
• Be extremely comfortable using a computer particularly MS Office
• Be willing to work flexible hours to accommodate business need, networking and community involvement
• Enjoy being on the road and traveling to support our membership
• Be aware of and mitigate enterprise risk factors and ensure compliance with applicable regulations, legislation and FirstOntario policies and procedures

Our Story

Our emphasis on service means we're constantly searching for new team members whose dedication to helping people is as powerful as their ambition to succeed. We're committed to providing professional development, and to extending employee activities beyond day-to-day operations to support the communities where we're located. Our people are the difference, it's a part of why we love coming to work.

FirstOntario is proud and privileged to be able to assist and touch the lives of so many in our communities.

• We believe giving back to our communities helps everyone.
• We believe in volunteering, active community support and participation.
• We believe in investing our profits back into the credit union and the community.
• We believe in finding solutions to help our Members and communities.

If this sparks your interest and you demonstrate high levels of integrity and credibility, we should talk. Check out our website for the full job description and prepare your cover letter and resume listing your experience, qualifications, and submit it online through our careers page on the company website.

We appreciate all who express interest; however, only those selected for an interview will be contacted. No phone calls please.

FirstOntario Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.