Commercial Banking - Senior Client Support Specialist

CIBC•Chicago, IL
•$80,000 - $90,000

About The Position

As a member of CIBC’s Commercial Banking team, the Senior Client Support Specialist is part of Business Banking and supports the U.S. Specialty Deposits line of business. The role serves an assigned client portfolio by meeting service objectives, proactively reaching out to clients, and collaborating closely with Commercial Relationship Managers (RMs), Portfolio Managers, operations, and other internal teams. It helps clients with transaction and cash management needs and supports the delivery of integrated cash flow and treasury management solutions. The position facilitates prompt, effective resolution of client requests and transactions to help maintain a high level of satisfaction. The position is being considered for local candidates based in Chicago, Illinois, and the surrounding Chicagoland area. Work arrangement details will be discussed during the interview. The role is listed as regular employment with 40 weekly hours.

Requirements

  • Be legally eligible to work at the specified location and hold a valid work or study permit where applicable.
  • Demonstrate client focus, goal orientation, care for people, attention to detail, critical thinking, trustworthiness, teamwork, accountability and a collaborative approach.

Responsibilities

  • Deliver outstanding customer service and manage client relationships.
  • Facilitate client onboarding, gather documentation, interview and research clients to complete AML requirements and comply with AML policy.
  • Process daily client requests accurately and promptly, including wires, cashier’s checks, internal transfers and account maintenance changes.
  • Validate and review day-to-day client transactions and obtain approvals within delegated authority, 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 in 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.
  • Anticipate client needs, communicate promptly with the team, build trust and deepen client relationships, and identify ways to improve the client experience.

Benefits

  • Competitive salary and incentive compensation, potentially including a discretionary bonus component.
  • Medical, dental and vision coverage.
  • Health Savings Account.
  • Life insurance, disability coverage and other insurance plans.
  • Paid time off, including sick leave, parental leave and vacation.
  • Holidays.
  • 401(k).
  • Banking benefits.
  • Wellbeing support.
  • MomentMakers social, points-based recognition program.
  • Purpose Day, a paid day off for growth and development.
  • Other special perks for team members.
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