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CIBC · 2 days ago

Client Service Specialist, Commercial Banking

Chicago, IL

Full-time

Hybrid

Mid Level

$75K/yr - $85K/yr

4+ years exp

CIBC is building a relationship-oriented bank for the modern world, seeking talented professionals dedicated to client service. As a Client Service Specialist in Commercial Banking, you will manage client relationships, execute onboarding requests, and identify opportunities for service improvements.

BankingCredit CardsFinancial Services

Responsibilities

As a member of the Commercial banking team, you will be an integral component of Commercial Banking/Healthcare and part of a team of specialized professionals who create value for business clients by understanding their transaction needs

As the Client Service Specialist, you will be accountable to perform AML/Due Diligence, Account Opening, Loan funding and Service of a dedicated portfolio

This position needs to understand the client needs and taking responsibility for the execution of client request

You will provide relevant recommendations when appropriate while acting as a key interface to internal partners

Relationship Building – As a Client Service Specialist, you will serve as the primary point of contact for clients, addressing inquiries, resolving issues, and building strong relationships

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

Qualification

Client Services ExperienceMicrosoft Office SuiteAML/Due DiligenceCash Management SolutionsOrganizingRelationship BuildingProblem SolvingInterpersonal CommunicationWork Collaboratively