Client Specialist I

Chicago, IL, United States

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

KEY ACCOUNTABILITIES / 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

Support RMs by providing assistance with deposit portfolios (i.e., reviewing transactions, providing accurate account information)

Act as a liaison between the client and the RM’s/operations/other supporting groups in 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 deposit issues

Maintain current knowledge of commercial Bank products, pricing, policy and procedures.

Providing product and service information to clients

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

CROSS-FUNCTIONAL RELATIONSHIPS

Maintain strong partnership with other business functions/units (i.e., Loan Services, TI&I, Treasury Management, AML, Legal, Operational Risk Management, Fraud Investigations, etc.)

RISK & COMPLIANCE

Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership’s identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments.  We all are accountable for managing risk.

As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes:

Follow all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls

At all times act in accordance with our Purpose and shared values, to achieve our Bank’s strategic goals

Understand and follow the qualitative and quantitative components of our Risk Appetite Statements

Complete all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings

Escalate matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC’s policies, frameworks, guidelines, processes and controls

Speak up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders

Escalate matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC’s reputation as a leading financial institution

AUTHORITIES/DECISION RIGHTS

As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness.

KNOWLEDGE AND SKILLS

Qualifications:

1-3 years Banking work experience, preferably in both loan and deposit areas

Strong oral and written communication skills

Must be well organized and have a good follow-up system and attention to detail

Microsoft Office proficiency required (advanced skills in Excel desired, not required)

Strong organization skills and ability to simultaneously handle multiple requests/transactions and being comfortable with fast pace work environment

Ability to work well in a team environment

WORKING CONDITIONS

This role operates within a normal office environment with little exposure to adverse working conditions.

WHO YOU ARE

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’re 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.

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 [email protected]

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

IL-120 S LaSalle St Employment Type

Regular 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

KEY ACCOUNTABILITIES / 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

Support RMs by providing assistance with deposit portfolios (i.e., reviewing transactions, providing accurate account information)

Act as a liaison between the client and the RM’s/operations/other supporting groups in 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 deposit issues

Maintain current knowledge of commercial Bank products, pricing, policy and procedures.

Providing product and service information to clients

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

CROSS-FUNCTIONAL RELATIONSHIPS

Maintain strong partnership with other business functions/units (i.e., Loan Services, TI&I, Treasury Management, AML, Legal, Operational Risk Management, Fraud Investigations, etc.)

RISK & COMPLIANCE

Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership’s identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments.  We all are accountable for managing risk.

As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes:

Follow all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls

At all times act in accordance with our Purpose and shared values, to achieve our Bank’s strategic goals

Understand and follow the qualitative and quantitative components of our Risk Appetite Statements

Complete all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings

Escalate matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC’s policies, frameworks, guidelines, processes and controls

Speak up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders

Escalate matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC’s reputation as a leading financial institution

AUTHORITIES/DECISION RIGHTS

As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness.

KNOWLEDGE AND SKILLS

Qualifications:

1-3 years Banking work experience, preferably in both loan and deposit areas

Strong oral and written communication skills

Excellent customer service skills

Must be well organized and have a good follow-up system and attention to detail

Microsoft Office proficiency required (advanced skills in Excel desired, not required)

Strong organization skills and ability to simultaneously handle multiple requests/transactions and being comfortable with fast pace work environment

Ability to work well in a team environment

Experience using Metavante desired, not required

Bachelor’s degree desired, not required

WORKING CONDITIONS

This role operates within a normal office environment with little exposure to adverse working conditions.

WHO YOU ARE

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’re 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.

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 [email protected]

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

IL-120 S LaSalle St Employment Type

Regular Weekly Hours

40 Skills

Analytical Thinking, Business Operations, Client Follow-Up, Client Relations, Client Satisfaction, Critical Thinking, Customer Service, Effective Written Communication, Following Instructions, Product Knowledge, Transaction Banking

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

#J-18808-Ljbffr