What you’ll be doingAs a member of the Commercial banking team, you will be an integral component of Business Banking and part of a team of specialized professionals who create value for business clients by understanding their transaction and cash management needs with a view to architecting and delivering integrated cash flow and treasury management solutions.
This Commercial Banking - Senior Client Support Specialist position supports the U.S. Specialty Deposits line of business; the primary responsibility is meeting client service objectives across the assigned portfolio. Through proactive client outreach and close collaboration with Commercial Relationship Managers (RMs) and Portfolio Managers, the Commercial Banking - Senior Client Support Specialist serves as a key resource for addressing client needs. The role helps ensure a high level of client satisfaction by facilitating the prompt and effective resolution of requests and transactions.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview. We are considering local candidates based in Chicago, IL and/or surrounding Chicagoland areas.
KEY ACCOUNTABILITIES / RESPONSIBILITIES
- Deliver outstanding customer service and manage client relationships.
- Facilitate client onboarding, gather documentation, interview, and research client to complete AML requirements and comply with AML policy.
- Process daily client requests accurately and in a timely manner, including wires, cashier’s checks, internal transfers, and account maintenance changes.
- Validate, review, and obtain approvals within delegated authority for day-to-day client transactions, including loan advances within RM portfolios.
- Support RMs with loan and deposit portfolio management by reviewing transactions, providing accurate account information, and making daily overdraft decisions.
- Serve as a liaison between clients, RMs, operations, and other internal support teams.
- Maintain complete and accurate client information within internal databases.
- Resolve loan and deposit-related issues while providing a superior client service experience.
- Maintain current knowledge of Commercial Banking products, pricing, policies, and procedures.
- Partner with Governance & Controls teams (1Bs) to identify, escalate, review, and report fraud incidents in accordance with the Fraud Management Operating Model.
- Detect, deter, and escalate unusual transactions or situations to US AML.
How you'll succeed
- Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes and opportunities to improve the client experience.
Who you are
- 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're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $80,000.00 - $90,000.00 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.
What you need to know
- 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.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
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
Employment Type
Regular
Weekly Hours
40
Skills
Accountability, Active Listening, Business Operations, Client Relations, Client Satisfaction, Client Service, Client Support, Customer Engagement, Customer Experience (CX), Customer Satisfaction, Internal Controls, Interpersonal Communication, Operational Efficiency, Regulatory Compliance, Service Improvement, Teamwork, Work Collaboratively