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CIBC · 1 day ago

Commercial Treasury Management Client Support & Associate Managing Director

Chicago, IL

Full-time

Onsite

Senior Level, Lead/Staff

$85K/yr - $125K/yr

CIBC is a relationship-oriented bank focused on modern banking solutions. They are seeking a Client Solutions Specialist to support Business Banking and Middle Market clients by delivering integrated cash flow and treasury management solutions, managing client transitions, and ensuring operational support for cash management services.

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Responsibilities

As a member of the Treasury Management - commercial banking team, you will be an integral component of Business Banking and Middle Market; 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

As the Client Solutions Specialist, you will be accountable to perform after sales service support to Business Banking and Middle Market commercial customers, both internal and external, understanding the client needs and taking responsibility for the execution of cash management solution requests

You will provide relevant recommendations when appropriate while acting as a key interface to internal partners to facilitate cash management solution onboarding that proactively meets clients’ needs

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

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

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

CIBC cash management knowledgeMicrosoft Office SuiteOperational SupportProject ManagementClient ServiceCustomer Experience (CX)Internal ControlsOperational EfficiencyService ImprovementActive ListeningInterpersonal CommunicationWork Collaboratively

Required

Developed knowledge of CIBC cash management products and services offerings, including the processes and procedures necessary to implement products and services required to transition clients to CIBC effectively

Knowledge of banking procedures and the organizational structure of partners who help support the effective delivery of cash management solutions (i.e., the branch network, data centers, currency operations, central treasury, cash control and centralized back-office units across Canada)

Strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint

Ability to quickly learn proprietary software applications supporting the origination and cash management sales process

Engage with the purpose of finding the right solutions for clients

Collaborate effectively with team members to achieve collective success

Investigate complex problems and make sense of information

Communicate detailed information in an impactful way

Live the values of trust, teamwork, and accountability