Commercial Banking - Senior Client Support Specialist

CIBC US; Chicago (IL); Presencial; USD 80.000 - 90.000; Jornada completa

Descripción de la vacante

CIBC is seeking a Senior Client Support Specialist in Commercial Banking, based in Chicago. You will drive client service, support AML compliance, and assist Relationship Managers with deposit and loan activities within the U.S. Specialty Deposits line of business.

The role involves proactive client outreach, handling day-to-day transactions, and coordinating with internal teams to ensure a high level of client satisfaction. Local candidates in Chicago or surrounding areas are considered.

Formación

• Experience delivering client-focused service in banking or financial services.
• Familiarity with AML policies and client onboarding processes.
• Ability to coordinate with Relationship Managers and Operations teams.

Responsabilidades

• Deliver outstanding customer service and manage client relationships.
• Facilitate onboarding, AML documentation, and research to fulfill AML requirements.
• Process daily client requests (transfers, wires, account changes) accurately and timely.
• Support RMs with loan and deposit portfolio management and overdraft decisions.
• Serve as liaison between clients, RMs, operations and internal teams.

Conocimientos

Accountability

Client Relations

Client Service

Customer Engagement

Customer Experience

Internal Controls

Regulatory Compliance

Teamwork

Work Ethically

Descripción del empleo

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.

This Commercial Banking - Senior Client Support Specialist position supports the U.S. Specialty Deposits line of business; the primary responsibility is meeting client service objectives across the assigned portfolio. Through proactive client outreach and close collaboration with Commercial Relationship Managers (RMs) and Portfolio Managers, the Commercial Banking - Senior Client Support Specialist serves as a key resource for addressing client needs. The role helps ensure a high level of client satisfaction by facilitating the prompt and effective resolution of requests and transactions.

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. We are considering local candidates based in Chicago, IL and/or surrounding Chicagoland areas.

KEY ACCOUNTABILITIES / RESPONSIBILITIES

• Deliver outstanding customer service and manage client relationships.
• Facilitate client onboarding, gather documentation, interview, and research client to complete AML requirements and comply with AML policy.
• 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, elevate, review, and report fraud incidents in accordance with the Fraud Management Operating Model.
• Detect, deter, and elevate unusual transactions or situations to US AML.

How You'll Succeed

• Client engagement - Focus on each client 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 the client experience.

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.
• 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.

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $80,000.00 - $90,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.

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 [e-mail]
• 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

• 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 [e-mail]
• 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

Accountability, Active Listening, Business Operations, Client Relations, Client Satisfaction, Client Service, Client Support, Customer Engagement, Customer Experience (CX), Customer Satisfaction, Internal Controls, Interpersonal Communication, Operational Efficiency, Regulatory Compliance, Service Improvement, Teamwork, Work Collaboratively