Senior Client Banking Specialist

CIBC Client Specialist

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

The Client Specialist role is a direct customer facing role. This role supports the Relationship Managers in managing the existing portfolio and helps in onboarding new customers. The Client Specialists review AML / KYC docs for new onboardings and triggering events, assist with account openings, loan closings, account maintenance during the account's life at the Bank, assist with any day-to-day questions the customers may have on their deposit and loan accounts by liaising with internal partners such as AML team / Treasury Management / Middle Office / Back Office Operations / Loan Servicing / Wire room / ACH team etc. The Banking Specialist also assists customers with manual wires and Cashier's checks (when needed). This role is also responsible for ongoing AML / KYC reviews and ensuring all docs meet the regulatory requirement.

The Client Specialist primary purpose is to ensure objectives related to client service and support with CIBC's internal portfolio management are met through servicing an assigned portfolio. Through client outreach and working with Commercial or CRE Relationship Managers (RM's) and Portfolio Managers, the Client Services team is an important resource to ensuring client satisfaction and speedy resolution of client requests and transactions.

At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 2-3 days per week on-site, while other days will be remote.

How You'll Succeed

Relationship Building As a project manager the Client Solutions Specialist will lead and manage the transition effort while collaborating with the team identified to support it. The execution process involves coordinating people and resources, as well as managing and tracking the project, while identifying and mitigating potential issues in a timely proactive manner. This job interacts on a regular basis with internal partners including Cash Management Sales, Relationship Managers, the Business Contact Centre, Business Banking product management, CIBC's vendors, INTRIA, Retail Operations, and the branch network.

Implementation & Transitioning Coordinate new and existing client transitions and implementations, acting as the crucial point of contact, to ensure a proper transition from the other financial institution by working directly with clients to gather relevant information to execute the onboarding request. Provide clients with the required documentation / agreements to be executed to implement the requested cash management solution. Follow up and maintain communication throughout the transition with all partners to ensure that clients' cash management solutions need are delivered in a timely and seamless manner.

Operational Support Interpret, validate and obtain the required information to complete the necessary implementation forms for internal and external client requests. Ensure all mandatory documentation such as Product Legal Agreements, and signed Payment Product Settlement Limit documentation (with supporting evidence of credit existence) are received prior to proceeding with the transition. Regularly update knowledge of internal (i.e., new products, procedures, and organizational changes) and external (i.e., technology, regulatory changes) developments to respond to client needs promptly and suitably.

Business Development Identify, through the analysis process and client dealings, other potential sales and / or service improvement opportunities and refer potential sales to appropriate client relationship / cash manager sales managers. Recognize business risk elements of situations being handled, involving the appropriate supervisors or business partners as early as possible. Contribute to the business unit's goal of continuous improvement by identifying areas to enhance the client experience or resolve challenges.

Who You Are

You have demonstrated 1 - 3 years banking work experience, preferably in both loan and deposit areas.

You have demonstrated experience using Metavante and ACBS Loan Origination Systems (preferred)

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.

You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.

You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

You have a Bachelor's degree (preferred)

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $74,000 - $90,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location : IL-120 S Lasalle St, 6th Fl

Employment Type : Regular

Weekly Hours : 40

Skills : Accountability, Banking, Cash Management Products, Client Relationship Building, Client Service, Collaboration, Customer Experience (CX), Internal Controls, Interpersonal Communication, Learning Quickly, Loan, Loan Closings, Loan Servicing, Microsoft Office, Operational Efficiency, Service Improvement, Teamwork, Work Collaboratively