Commercial Banking Client Service I

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

JOB PURPOSE 

The Client Specialist primary purpose is to ensure objectives related to client service and support with CIBC’s internal portfolio management are met through servicing an assigned portfolio.  Through client outreach and working with Commercial or CRE Relationship Managers (RM’s) and Portfolio Managers, the Client Services team is an important resource to ensuring client satisfaction and speedy resolution of client requests and transactions. 

KEY ACCOUNTABILITIES / RESPONSIBILITIES

• Responsible for outstanding customer service and managing client relationships
• Responsible for timely and accurate processing of daily client requests (i.e., wires, cashier’s checks, internal transfers, account maintenance changes, etc.)
• Responsible for the validation, review and obtaining approval within authority of day-to-day transactions for clients within RM’s portfolio (i.e., loan advances, etc.)
• Support RMs by providing assistance with loan and deposit portfolios (i.e., reviewing transactions, providing accurate account information, daily decisioning of overdrafts, etc.)
• Act as a liaison between the client and the RM’s/operations/other supporting groups in the organization
• Responsible for managing and maintaining complete and accurate client information in internal databases
• Provide a superior level of customer service to clients by facilitating the resolution of loan or deposit issues
• Maintain current knowledge of commercial Bank products, pricing, policy and procedures.
• Providing product and service information to clients
• Work with Governance & Controls teams (1Bs) to capture, escalate, review, and report on instances of fraud as defined by the Fraud Management Operating Model
• Deter/detect/escalate unusual transactions or situations to US AML

CROSS-FUNCTIONAL RELATIONSHIPS

• Maintain strong partnership with other business functions/units (i.e., Loan Services, TI&I, Treasury Management, AML, Legal, Operational Risk Management, Fraud Investigations, etc.)

RISK & COMPLIANCE

Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership’s identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments.  We all are accountable for managing risk.

As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes:

• Follow all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls
• At all times act i