Commercial Banking Client Support Specialist
About the role
What you'll be doing
KEY ACCOUNTABILITIES / RESPONSIBILITIES
- Deliver outstanding customer service and manage client relationships.
- Process daily client requests accurately and in a timely manner, including wires, cashier's checks, internal transfers, and account maintenance changes.
- Validate, review, and obtain approvals within delegated authority for day-to-day client transactions, including loan advances within RM portfolios.
- Support RMs with loan and deposit portfolio management by reviewing transactions, providing accurate account information, and making daily overdraft decisions.
- Serve as a liaison between clients, RMs, operations, and other internal support teams.
- Maintain complete and accurate client information within internal databases.
- Resolve loan and deposit-related issues while providing a superior client service experience.
- Maintain current knowledge of Commercial Banking products, pricing, policies, and procedures.
- Partner with Governance & Controls teams (1Bs) to identify, escalate, review, and report fraud incidents in accordance with the Fraud Management Operating Model.
- Detect, deter, and escalate unusual transactions or situations to US AML.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.
• Client engagement -
• You put our clients first
You’re goal oriented
You engage with your heart and mind
You know that details matter.
Values matter to you
You're driven by collective success
California residents — your privacy rights regarding your actual or prospective employment
$55,000.00 - $65,000.00
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 during the application or interview process, 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.
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, 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
Employment Type
Weekly Hours
Skills
Not included in the source posting: about the role.
Skills
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
Read automatically from the employer's posting text. Always confirm with the employer — requirements can change after a job is published.