Client Support Associate, Commercial Banking
CIBC US, Chicago, IL, United States
What You’ll Be Doing
The Client Support Associate primary purpose is to ensure objectives related to client service and support with CIBC’s internal portfolio management are met through servicing an assigned portfolio. Through client outreach and working with Commercial Relationship Managers (RM’s) and Portfolio Managers, the Client Services team provides an important resource to ensuring client satisfaction and speedy resolution of client requests and transactions.
Key Accountabilities
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 (i.e., loan advances, etc.).
Support RM's by providing assistance with loan and deposit portfolios (i.e., reviewing transactions, providing accurate account information, daily decisioning of overdrafts, etc.).
Act as a liaison between the client and the RM’s/operations/other supporting groups within 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 loan or deposit issues.
Maintain current knowledge of commercial Bank products, pricing, policy and procedures.
Work with Governance & Controls teams (1Bs) to capture, elevate, 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.
How You’ll Succeed
Analytical Skills – Interpret, validate and execute internal and external client requests by establishing new customer’s signing authorities or amending existing customer’s signing authorities for complex corporate structures, conducting reviews of existing files and correcting documentation gaps relating to either signing authorities or AML, discovered during the vetting process.
Client engagement – Focus on each client’s 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 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 are 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
Competitive salary, incentive pay, banking benefits, a benefits program, a vacation offering, wellbeing support, and MomentMakers, a social, points-based recognition program.
State of the art spaces and technological toolkit to make collaboration simple and innovative solutions possible.
A culture that encourages ambition through initiatives like Purpose Day; a paid day off dedicated for your growth and development.
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 must be legally eligible to work at the specified location(s), and where applicable, hold a valid work or study permit.
Job Location
IL-120 S Lasalle St, 6th Fl
Employment Type
Regular
Weekly Hours
40
Skills
Active Listening, Banking, Client Satisfaction, Client Service, Communication, Customer Satisfaction, Regulatory Compliance, Risk Management
#J-18808-Ljbffr
The Client Support Associate primary purpose is to ensure objectives related to client service and support with CIBC’s internal portfolio management are met through servicing an assigned portfolio. Through client outreach and working with Commercial Relationship Managers (RM’s) and Portfolio Managers, the Client Services team provides an important resource to ensuring client satisfaction and speedy resolution of client requests and transactions.
Key Accountabilities
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 (i.e., loan advances, etc.).
Support RM's by providing assistance with loan and deposit portfolios (i.e., reviewing transactions, providing accurate account information, daily decisioning of overdrafts, etc.).
Act as a liaison between the client and the RM’s/operations/other supporting groups within 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 loan or deposit issues.
Maintain current knowledge of commercial Bank products, pricing, policy and procedures.
Work with Governance & Controls teams (1Bs) to capture, elevate, 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.
How You’ll Succeed
Analytical Skills – Interpret, validate and execute internal and external client requests by establishing new customer’s signing authorities or amending existing customer’s signing authorities for complex corporate structures, conducting reviews of existing files and correcting documentation gaps relating to either signing authorities or AML, discovered during the vetting process.
Client engagement – Focus on each client’s 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 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 are 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
Competitive salary, incentive pay, banking benefits, a benefits program, a vacation offering, wellbeing support, and MomentMakers, a social, points-based recognition program.
State of the art spaces and technological toolkit to make collaboration simple and innovative solutions possible.
A culture that encourages ambition through initiatives like Purpose Day; a paid day off dedicated for your growth and development.
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 must be legally eligible to work at the specified location(s), and where applicable, hold a valid work or study permit.
Job Location
IL-120 S Lasalle St, 6th Fl
Employment Type
Regular
Weekly Hours
40
Skills
Active Listening, Banking, Client Satisfaction, Client Service, Communication, Customer Satisfaction, Regulatory Compliance, Risk Management
#J-18808-Ljbffr