CIBC US · 1 day ago
Commercial Treasury Management Client Support & Associate Managing Director
Chicago, IL
Full-time
Hybrid
Senior Level, Lead/Staff
$85K/yr - $125K/yrCIBC is building a relationship-oriented bank for the modern world and is seeking a Client Solutions Specialist for their Treasury Management - commercial banking team. This role involves providing after sales service support to business clients, coordinating client transitions, and ensuring effective implementation of cash management solutions.
BankingFinancial Services
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
Relationship Building – As a project manager the Client Solutions Specialist will lead and manage the transition effort while collaborating with the team identified to support it
The execution process involves coordinating people and resources, as well as managing and tracking the project, while identifying and mitigating potential issues in a timely proactive manner
This job interacts on a regular basis with internal partners including Cash Management Sales, Relationship Managers, the Business Contact Centre, Business Banking product management, CIBC’s vendors, INTRIA, Retail Operations, and the branch network
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
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, as well as the ability to quickly learn proprietary software applications supporting the origination and cash management sales process
Ability to engage with the purpose of finding the right solutions and go the extra mile because it is the right thing to do
Understanding of collaboration and the power of an inclusive team that enjoys working together to bring a shared vision to life
Enjoyment in investigating complex problems and making sense of information, with confidence in communicating detailed information in an impactful way
Living the values of trust, teamwork, and accountability
Legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Benefits
Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave and Vacation)
Holidays
401(k)
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
Founded in 2017
1001-5000 employees
H1B Sponsorship
CIBC US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (35)
2024 (42)
2023 (29)
2022 (11)
2021 (77)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2025-07-25
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