Cash Management Onboarding Specialist

CIBC US; Chicago (IL); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC US in Chicago seeks an SBA Specialist - Client Support to back Business Banking clients with cash management solutions, onboarding, and post-sale service. You will coordinate with internal partners to collect information and ensure timely deployment.

Strong Excel/Office skills and knowledge of cash management products are essential, as is a client-first mindset and collaborative approach to drive successful transitions and ongoing client satisfaction.

Qualifications

• Knowledge of CIBC cash management products and services.
• Strong Excel, Word and PowerPoint skills and ability to learn proprietary software supporting cash management processes.
• A client-first mindset and collaborative approach to drive successful transitions.

Responsibilities

• Support after-sales cash management onboarding for Business Banking clients.
• Coordinate onboarding with internal partners to meet client needs.
• Assist with transitioning and implementation of cash management solutions.
• Provide documentation and communication throughout transitions.

Skills

Active Listening

Customer Service

Commercial Lending

Cash Management

Data Analysis

Collaboration

Excel Skills

Job description

CIBC US in Chicago seeks an SBA Specialist - Client Support to back Business Banking clients with cash management solutions, onboarding, and post-sale service. You will coordinate with internal partners to collect information and ensure timely deployment.

Strong Excel/Office skills and knowledge of cash management products are essential, as is a client-first mindset and collaborative approach to drive successful transitions and ongoing client satisfaction.