Commercial Banking Client Support Specialist

CIBC•Chicago, IL

6d•$55,000 - $65,000•Onsite

About The Position

This 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 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.

Requirements

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.
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.
Accountability
Analytical Thinking
Building Trust
Client Service
Collaboration
Communication
Customer Experience (CX)
Multitasking
Product Knowledge
Regulatory Compliance
Team Organization
Teamwork
Transaction Banking

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.

Benefits

Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave and Vacation)
Holidays
401(k)
Incentive pay
Banking benefits
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development