Senior Client Specialist
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. As a valued member of the Commercial banking team, you will be an integral component of Sponsor Finance and part of a team of Relationship Managers who create value for Private Equity clients by understanding their loan transaction and daily portfolio needs with a view to architecting and delivering integrated management solutions. As the Client Banking Specialist, you will be responsible for a portfolio of Private Equity firms as their daily point of contact, both internal and external communication, understanding the client needs and taking responsibility for the execution of loan and daily business needs. You will provide relevant recommendations when appropriate while acting as a key liaison interface to internal partners to facilitate solution onboarding that proactively meets clients’ needs. At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid or remote work arrangement.
Requirements
- Demonstrate experience in supporting high profile clients working in a fast-paced environment.
- Put clients first.
- Engage with purpose to find the right solutions.
- Go the extra mile.
- Strong communication skills (oral and written).
- Problem-solving skills.
- Effective engagement with business partners, including senior management.
- Attention to detail.
- Critical thinking skills to inform decision making.
- Legally eligible to work at the specified location(s) and have a valid work or study permit where applicable.
Responsibilities
- Act as the daily point of contact for a portfolio of Private Equity firms.
- Manage internal and external communication.
- Understand client needs and take responsibility for the execution of loan and daily business needs.
- Provide relevant recommendations when appropriate.
- Act as a key liaison interface to internal partners to facilitate solution onboarding that proactively meets clients’ needs.
- Engage with clients to understand their priorities and use knowledge of cash management, loan experience, and portfolio management to help clients meet their goals.
- Grow internal network, deepen existing relationships, and collaborate with others to ensure clients are connected to the right people and opportunities.
- Build and execute communication strategies with the support of Relationship Managers.
- Use critical thinking skills to assist the client with their daily needs.
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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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
