Client Service Specialist, Commercial Banking jobs in United States
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CIBC US · 17 hours ago

Client Service Specialist, Commercial Banking

CIBC US is building a relationship-oriented bank for the modern world, seeking talented professionals to join their team. The Client Service Specialist will be responsible for managing client relationships, overseeing service needs, and ensuring compliance with AML due diligence and documentation requirements.

BankingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Responsible for AML due diligence, deposit account opening, loan funding, and servicing a dedicated portfolio of commercial clients
The Client banking Specialist will oversee the service needs of our relationships while collaborating with the team identified to support it
The execution process involves coordinating people and resources, as well as managing and tracking the relationship, while identifying and mitigating potential issues in a timely proactive manner
Interpret, validate and obtain the required information to complete the necessary AML/legal forms for internal and external client requests
Ensure all mandatory documentation have been properly filled out and executed
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

Qualification

Client ServiceOperational EfficiencyMicrosoft OfficeInvestigatingClient RelationsCustomer Experience (CX)Internal ControlsProfessional ResponsibilityProfessional WritingService ImprovementActive ListeningInterpersonal CommunicationWork Collaboratively

Required

4+ years of demonstrated experience in client services within the Banking Industry
Developed knowledge of CIBC systems and procedures
Strong technical skills with Microsoft Office suite, particularly Excel, and Word
Ability to quickly learn proprietary software applications supporting the origination
Put clients first and engage with the purpose of finding the right solutions
Driven by collective success and understand the power of an inclusive team
Enjoy investigating complex problems and making sense of information
Confident in your ability to communicate detailed information in an impactful way
Live values of trust, teamwork, and accountability

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)
Banking benefits
A benefits program
A vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

Company

CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.

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 Stage

Leadership Team

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Brant Ahrens
Chief Administrative Officer
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Company data provided by crunchbase