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Client Support Associate, Commercial Banking jobs in United States
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CIBC · 15 hours ago

Client Support Associate, Commercial Banking

CIBC is building a relationship-oriented bank for the modern world, seeking a Client Support Associate to ensure client service objectives are met. The role involves managing client relationships, processing requests, and liaising between clients and internal teams to enhance client satisfaction.
FinanceBankingPaymentsCredit CardsFinancial Services

Responsibilities

Responsible for outstanding customer service and managing client relationships
Responsible for timely and accurate processing of daily client requests (i.e., wires, cashier’s checks, internal transfers, account maintenance changes, etc.)
Responsible for the validation, review and obtaining approval within authority of day-to-day transactions for clients within RM’s portfolio (i.e., loan advances, etc.)
Support RM's by providing assistance with loan and deposit portfolios (i.e., reviewing transactions, providing accurate account information, daily decisioning of overdrafts, etc.)
Act as a liaison between the client and the RM’s/operations/other supporting groups within the organization
Responsible for managing and maintaining complete and accurate client information in internal databases
Provide a superior level of customer service to clients by facilitating the resolution of loan or deposit issues
Maintain current knowledge of commercial Bank products, pricing, policy and procedures
Work with Governance & Controls teams (1Bs) to capture, escalate, review, and report on instances of fraud as defined by the Fraud Management Operating Model
Deter/detect/escalate unusual transactions or situations to US AML
Analytical Skills – Interpret, validate and execute internal and external client requests by establishing new customer’s signing authorities or amending existing customer’s signing authorities for complex corporate structures, conducting reviews of existing files and correcting documentation gaps relating to either signing authorities or AML, discovered during the vetting process
Client engagement - Focus on each client’s experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes and opportunities to improve client experience

Qualification

Client ServiceRegulatory ComplianceBankingRisk ManagementClient SatisfactionCustomer SatisfactionActive ListeningCommunication

Required

Outstanding customer service and managing client relationships
Timely and accurate processing of daily client requests (i.e., wires, cashier's checks, internal transfers, account maintenance changes, etc.)
Validation, review and obtaining approval within authority of day-to-day transactions for clients within RM's portfolio (i.e., loan advances, etc.)
Support RM's by providing assistance with loan and deposit portfolios (i.e., reviewing transactions, providing accurate account information, daily decisioning of overdrafts, etc.)
Act as a liaison between the client and the RM's/operations/other supporting groups within the organization
Managing and maintaining complete and accurate client information in internal databases
Provide a superior level of customer service to clients by facilitating the resolution of loan or deposit issues
Maintain current knowledge of commercial Bank products, pricing, policy and procedures
Work with Governance & Controls teams (1Bs) to capture, escalate, review, and report on instances of fraud as defined by the Fraud Management Operating Model
Deter/detect/escalate unusual transactions or situations to US AML
Analytical Skills – Interpret, validate and execute internal and external client requests by establishing new customer's signing authorities or amending existing customer's signing authorities for complex corporate structures, conducting reviews of existing files and correcting documentation gaps relating to either signing authorities or AML, discovered during the vetting process
Client engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes and opportunities to improve client experience
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do
You are goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference
You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making
Values matter to you. You bring your real self to work, and you live our values - 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)
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 is a financial service company that offers business solutions.

Funding

Current Stage
Public Company
Total Funding
$3.08B
2026-01-09Post Ipo Debt· $700M
2025-09-22Post Ipo Debt· $325.48M
2025-07-09Post Ipo Debt· $750M

Leadership Team

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David Garnier Nova Scotia
Vice President
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Ozge Yeloglu
VP Enterprise Advanced Analytics
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Company data provided by crunchbase