Treasury Management, Client Service Consultant
CIBCAbout the role
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
- Respond to inquiries/issues from clients, TM Advisors and internal clients (RMs, Deposit Specialists, Operations)
- Completing Treasury Management documentation and utilizing Docusign for execute of required agreements.
- Set up Treasury Management add on services/accounts for commercial clients.
- Train clients on existing TM services.
- Back-up for security token fulfillment.
How you’ll succeed
Critical Thinking – Verify documentation according to established signing authority procedures to confirm that documents received from customers are complete and properly executed. Address gaps in signing authority documentation, escalating unresolved items, applying policies or engaging the appropriate internal partners to facilitate a resolution.
Relationship Building – Provide assistance to clients, Relationship Managers and Treasury Management colleagues.
Who you are
You understand and have working knowledge of Treasury Management products and services.
You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
Values Matter to You. You bring your real self to work, and you live our values – trust, teamwork and accountability.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $75,000.00- $90,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretion
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s