Portfolio Manager
About The Position
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. You will join CIBC’s Commercial Banking team to provide support to account teams through client acquisition, relationship management and credit management processes as well as providing transactional support for client specific financing solutions. You will be committed to delivering on flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals.
Requirements
- Experience in financial statements and accounting principles including valuation techniques and cash flow analysis.
- Completed a formal credit training program at another financial institution.
- Give meaning to data.
- Enjoy investigating complex problems and making sense of information.
- Communicate detailed information in a meaningful way.
- Act like an owner.
- Thrive when you're empowered to take the lead, go above and beyond, and deliver results.
- Embrace and champion change.
- Continuously evolve your thinking and the way you work in order to deliver your best.
- Driven by collective success.
- Understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
- Values matter to you.
- Bring your real self to work and live our values - trust, teamwork, and accountability.
- Analytical Thinking
- Business Banking
- Business Development
- Cash Management
- Client Service
- Credit
- Financial Advising
- Portfolio Management
- Results-Oriented
- Legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.
Responsibilities
- Assist Relationship Managers, Commercial Banking in coordinating activities through the sales cycle and liaising with other units of CIBC as necessary.
- Assist with the execution of business development initiatives and contribute to the achievement of growth targets by identifying business opportunities and developing financing solutions to meet the needs of the client.
- Assist in evaluating business growth opportunities through comprehensive industry, client and prospect research.
- Prepare analyses in support of credit submissions including structuring and documentation.
- Proactively assess your clients’ needs and propose solutions to meet those needs.
- Interact with assigned clients to facilitate prompt responses to questions, enquiries or issues in order to provide “best in class” service.
- Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs.
Benefits
- Competitive total rewards package
- Eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component.
- 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)
- Other special perks reserved for our team members
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
