Found Description
Title: Specialist, Cash Management Client Services, Global Transaction Banking - Toronto
Requisition ID:
Join a purpose‑driven winning team, committed to results, in an inclusive and high‑performing culture.
Purpose
The Service Officer, Cash Management Client Services provides support in the preparation, execution and daily monitoring of accounts, lending products, and day‑to‑day servicing requests for corporate clients of the Bank. The Service Officer demonstrates professionalism and commitment to achieving the highest levels of client satisfaction.
What You'll Do
- Complete loan and overdraft set‑up and maintenance, account closures, overdraft report monitoring, daily processing limit exceptions, PEGA case management, and Annual Review updates.
- Prepare and execute instructions in line with credit authorizations and bank policies, ensuring all documents are accurate, complete, properly executed, and logged.
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