Client Specialist 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

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
• Support RMs by providing assistance with deposit portfolios (i.e., reviewing transactions, providing accurate account information)
• 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 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 in accordance with our Purpose and shared values, to achieve our Bank’s strategic goals
• Understand and follow the qualitative and quantitative components of our Risk Appetite Statements
• Complete all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings
• Escalate matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Et