Commercial Banking Client Support Specialist

Canadian Imperial Bank of Commerce•Chicago, IL
•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.

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
  • Vacation offering
  • 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
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