What you'll be doing
As a Community Development Client Support Consultant, you'll support the Community Development Group in all aspects of daily operations, assisting Relationship Managers with onboarding new clients and loan facilities. You'll act as a liaison between Relationship Managers and Back of Office Operations, ensuring seamless communication and service delivery. Your responsibilities include performing after onboarding service support for both internal and external customers, helping resolve issues and requests, and participating in volunteer opportunities within the communities we serve. You'll also represent Community Development Lending in special projects and interdepartmental workshops, and lead training sessions for new hires.
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 1-3 days per week on-site, while other days will be remote.
How you'll succeed
Client Relationship Management – Partner with Relationship Managers to build lasting relationships with clients and manage the onboarding process for small business and affordable housing clients.
Service Support – Perform after sales service support to meet client needs for money movement, loan disbursements and payments, and customer maintenance.
Operational Excellence – Reconcile client fees to appropriate general ledgers and manage vendor invoice submissions for payment.
Cross-Functional Coordination – Coordinate service requests between clients, Relationship Managers, and various support groups, and represent Community Development Lending in special projects and interdepartmental workshops.
Team Collaboration and Training – Share ideas and knowledge with other Community Development Client Specialists, lead training sessions, and provide ongoing support for new hires.
Risk Management and Compliance – Identify issues and find solutions to minimize risk for clients and CIBC, understand and comply with internal systems, policies, and processes.
Who you are
You’re detail oriented and organized. You excel at managing multiple priorities and maintaining accuracy in a fast-paced, high-volume environment.
You’re a strong communicator. You possess excellent written and verbal communication skills and are comfortable working independently or as part of a collaborative team.
You’re adaptable and solution driven. You quickly adjust to new situations, processes, and regulations, and enjoy investigating and solving client needs.
You have relevant experience. You bring over 5 years of client support experience in the financial industry, along with at least 3 years specializing in commercial real estate lending, affordable housing lending, or Low-Income Housing Tax Credit (LIHTC) lending. You are confident in your understanding of documentation requirements for a variety of commercial loan products.
You’re technically proficient. You’re skilled in Adobe Acrobat, Microsoft Office applications (Excel, Word, PowerPoint), and can quickly learn and adapt to new proprietary software used by the bank.
You’re a mentor. You enjoy supporting and mentoring newer team members, sharing your expertise to help others succeed.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $85,000 - $110,000 for the Chicago, IL 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 also may 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.
This position does not offer visa sponsorship.
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Job Location
IL-Chicago, 120 S LaSalle St Fl 2
Employment Type
Regular
Weekly Hours
40
Skills
Client Service, Customer Experience (CX), Long Term Planning, Personal Initiative, Stakeholder Relationship Management, Work Collaboratively
