Treasury Sales Advisor

Canadian Imperial Bank of Commerce•Chicago, IL
•Hybrid

About The Position

CIBC’s Commercial Banking Cash Management team helps businesses reach their full potential by delivering flexible cash management solutions, dedicated business expertise and timely advice to help our clients realize their goals. As a Manager, Cash Management, you will focus on the development and growth of a portfolio of treasury and cash management intensive companies by working with CEO’s, CFO’s and Treasurers to understand their business requirements and present cash management solutions to meet their needs. You'll work directly with clients and prospects to perform needs analysis, develop solutions related to payments and transactions, and conclude the sale of the solution. 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.

Requirements

  • Demonstrate experience in Commercial Banking cash management (at least 3 years).
  • Experience with treasury and cash management functions (payments & transactions) within mid-market and larger organizations.
  • A degree/diploma in Business, Finance, Accounting or related field.
  • You bring your real self to work and you live our values - trust, teamwork, and accountability.
  • Business Banking
  • Business Development
  • Cash Management
  • Client Service
  • Financial Advising
  • Market Trends
  • Portfolio Management
  • Results-Oriented
  • Treasury Management

Nice To Haves

  • Certified Treasury Professional (CTP) designation

Responsibilities

  • Make an impact in your community and show clients they’re appreciated by engaging in marketing and outreach activities.
  • Actively monitor and manage the relationship with a client by fully understanding their goals, objectives and status of the client’s business.
  • Develop new client relationships through your business development activities, leveraging referral sources, existing clients and centers of influence.
  • Identify and actively call on prospective clients.
  • Work with your team as well as other internal partners to connect clients with opportunities.
  • Provide guidance for your clients by leveraging documentation of cash management solutions that meets their needs.
  • Work with the Commercial Banking Relationship Managers and other internal partners to maximize sales opportunities.
  • Proactively assess your clients’ treasury and cash management needs and propose solutions to deliver to meet those needs.
  • Provide continued partnership and support to your clients through understanding their goals and objectives.
  • Communicate with your clients in order to find the right solutions.

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 compensation plan
  • Discretionary bonus component
  • 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
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