Client Service Transaction Associate

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.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a Client Service Transaction Associate, you will support the Private Banking Team by processing high-risk transactions while adhering to compliance policies, internal controls, and procedures. High-risk transactions include, but are not limited to: money movement, account maintenance, and new account opening. You’ll handle daily servicing and ensure timely resolution of client and banker requests by leveraging your product knowledge and available tools to efficiently execute transactions. In this role, you’ll collaborate with Client Service Advisors, Associate Private Bankers, and Private Bankers to ensure client requests are executed accurately, allowing bankers to deepen client relationships.

At CIBC, we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote.

How you'll Succeed

• Transaction Processing – Ensure documentation related to transactions is properly authenticated, approved, completed, and follows key procedures. Accurately and timely enter client transactions for execution and retain transaction documentation for retention purposes.

• Issue Resolution – Monitor and clear deposit exceptions within 30 days. Respond to client inquiries and, as appropriate, route requests to the proper department while keeping clients and the Private Banking team updated or assisting in additional requested items to complete tasks.

• Policy Adherence – Actively keep informed of changes to policy and procedure that will impact deposit and credit portfolios. Promote an environment that supports diversity and reflects the CIBC brand.

• Team Collaboration – Work closely with Client Service Advisors, Associate Private Bankers, and Private Bankers to ensure appropriate and accurate client requests are executed, supporting the expansion and deepening of client relationships.

• Other Duties – Complete other related duties as assigned.

Who you are

• You’re experienced and qualified. You have a Bachelor’s degree and a minimum of 2-3 years’ experience in a private/personal/commercial banking or wealth management role, OR in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 2-3 years’ experience in a private/personal/commercial banking or wealth management role.

• You’re detail-oriented. Strong organizational skills and attention to detail are essential.

• You’re a problem solver. Able to research deposit and credit issues and utilize operations resources to resolve customer issues while keeping clients and the local Private Banking team informed during the process.

• You’re collaborative. Ability to foster and maintain internal relationships with a high level of competency and demonstrated experience working in a professional team environment.

• You’re knowledgeable. Experience with deposit products and relationship management (or equivalent skills) required. Bachelor’s Degree in Business, Finance, Accounting, Real Estate, or Economics preferred.

• You’re tech-savvy. Proficient in Microsoft Office products with advanced knowledge of financial analysis and modeling.

• You value diversity. You promote an environment that supports diversity and reflects the CIBC brand.

*Subject to plan and program terms and conditions