Sr. Client Support Specialist

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Commercial banking team, you will be an integral component of Business Banking and 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 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

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

POSITION RESPONSIBILITIES: Daily client support: - Pulling daily overdraft reports, assisting RM in contacting clients to resolve if needed, and responding with decisions within the daily timeframe

• Responding the same business day to client inquiries and problem resolutions

• Timely processing of client draws/paydowns/transfers/stop payments, etc.

• Liaison with personal bankers to assist RM with new deposit account opening Loan Booking/Renewal Process: - Performing due diligence work (performing searches such as UCC, tax lien & judgment, title, etc.; filing UCCs thru Diligenz; performing flood certifications, OFAC reports, Penley, Risk Assessment forms, etc.)

• Submitting final Loan Presentations for approval, coding, inclusion on Loan Committee agendas

• Reviewing all search results, including title reports

• Ordering loan documentation through Laser Pro Control hub or from outside legal counsel

• Working directly with outside counsel and title companies

• Reviewing loan documentation for adherence to Bank Credit Policy and approved Loan Presentation\

• Submitting completed loan packages to Loan Control for booking Loan Servicing:

• Tracking past due loan payments and assisting RM with client contact for resolution if needed

• Submitting invoices to Accounts Payable with appropriate vouchers

• Loan exception cleanup Marketing/Client Development: - Assisting RMs with prospecting process if applicable: writing letters, mailing articles, etc.

• Recognizing and following through with opportunities for cross sales Security / Compliance Responsibilities specific to this position: - Comply fully with all Banking regulations

• Keep up to date with compliance testing for both loan and retail functions

Who you are

• You have developed knowledge. 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).

• You have 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.

• You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.

• You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.

• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

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What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

• Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IL-1110 Jorie Blvd

Employment Type

Regular

Weekly Hours

40

Skills

Active Listening, Business Banking, Client Relationship Management, Customer Experience (CX), File Maintenance, Interpersonal Communication, Loan