CIBC

Treasury Sales Advisor

CIBC • $130K — $165K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in Commercial Banking cash management, particularly with treasury functions.
  • Degree or diploma in Business, Finance, Accounting, or a related field; CTP designation is a plus.
  • Strong relationship-building skills with a focus on client engagement and satisfaction.
  • Proven business development experience, particularly in identifying and pursuing new client opportunities.
  • Goal-oriented mindset with a track record of achieving sales and client service objectives.

Responsibilities

  • Engage with clients to understand their cash management needs and develop tailored solutions.
  • Build and maintain strong relationships with CEOs, CFOs, and Treasurers of client companies.
  • Conduct needs analysis to identify opportunities for cash management solutions.
  • Collaborate with internal teams to maximize sales opportunities and deliver comprehensive client support.
  • Proactively monitor client accounts to ensure satisfaction and address any issues promptly.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • Paid time off including sick leave, parental leave, and vacation days.
  • 401(k) plan with company contributions.
  • Wellbeing support and resources for employee health.
  • Recognition programs and opportunities for professional development.
Full Job Description
What you'll be doing

CIBC's Commercial Banking Cash Management team helps businesses reach their full potential by delivering flexible cash management solutions, dedicated business expertise and timely advice to help our clients realize their goals. As a Manager, Cash Management, you will focus on the development and growth of a portfolio of treasury and cash management intensive companies by working with CEO's, CFO's and Treasurers to understand their business requirements and present cash management solutions to meet their needs. You'll work directly with clients and prospects to perform needs analysis, develop solutions related to payments and transactions, and conclude the sale of the solution.

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.

How you'll succeed
  • Relationship building - Make an impact in your community and show clients they're appreciated by engaging in marketing and outreach activities. Actively monitor and manage the relationship with a client by fully understanding their goals, objectives and status of the client's business.
  • Business development - Develop new client relationships through your business development activities, leveraging referral sources, existing clients and centers of influence. Identify and actively call on prospective clients.
  • Teamwork - Work with your team as well as other internal partners to connect clients with opportunities. Provide guidance for your clients by leveraging documentation of cash management solutions that meets their needs. Work with the Commercial Banking Relationship Managers and other internal partners to maximize sales opportunities.
  • Deliver solutions - Proactively assess your clients' treasury and cash management needs and propose solutions to deliver to meet those needs. Provide continued partnership and support to your clients through understanding their goals and objectives. Communicate with your clients in order to find the right solutions.


Who you are
  • You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
  • You can demonstrate experience in Commercial Banking cash management (at least 3 years).You have experience with treasury and cash management functions (payments & transactions) within mid-market and larger organizations.
  • You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
  • You have a degree/diploma in Business, Finance, Accounting or related field. It would be an asset if you have the Certified Treasury Professional (CTP) designation.
  • 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 $130,000 - 165,000 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.

#LI-TA

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
Business Banking, Business Development, Cash Management, Client Service, Financial Advising, Market Trends, Portfolio Management, Results-Oriented, Treasury Management

About CIBC

The Canadian Imperial Bank of Commerce is a Canadian multinational banking and financial services corporation headquartered in Toronto, Ontario. The bank is headquartered at Commerce Court in the city's Financial District. CIBC's Institution Number is 010, and its SWIFT code is CIBCCATT. It is one of two Big Five banks founded in Toronto, the other being the Toronto-Dominion Bank. The Canadian Imperial Bank of Commerce was formed through the June 1, 1961, merger of the Canadian Bank of Commerce and the Imperial Bank of Canada, the largest merger between chartered banks in Canadian history. The bank has four strategic business units: Canadian Personal and Business Banking, Canadian Commercial Banking and Wealth Management, U.S. Commercial Banking and Wealth Management, and Capital Markets. It has international operations in the United States, the Caribbean, Asia, and United Kingdom; Globally. CIBC serves more than eleven million clients, and has over 40,000 employees. The company ranks at number 172 on the Forbes Global 2000 listing.
Learn more about CIBC
Market Cap
$43.5 billion
Industry
Founded
1867
5 Year Trend
+8.8%

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