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Client Support Manager

CIBC
United Statesfull_timeVerifiedPosted 9 Jan 2025
💰 $110,000/yr($95,900/yr$110,000/yr)

About 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

The Client Support Manager will lead a team comprised of Client Support Specialists whose daily tasks include new account opening and existing account maintenance, handling high-risk monetary transactions, and general support for Personal, Private, and Digital clients. The Client Support Manager will be responsible for managing employee banking, the Health Savings account (HSA) portfolio, POD beneficiaries for digital accounts, decedent accounts, as well as managing the deposit legal and AML exceptions for digital and employee accounts. The Client Support Manager will partner with others to provide impactful metrics, promote a thriving client-centric culture, aid direct reports in career growth and advancement, and work closely with senior management on implementation strategies.

Day-to-day responsibilities include but are not limited to

  • Managing specialists that are directly supporting agents and clients.

  • Overseeing the new employee and HSA account opening.  

  • Overseeing high-risk transaction processing, which includes but is not limited to money movement and account maintenance.

  • Working with senior management on procedural and training enhancements, implementation and support of technical advancements, and improving the overall client experience.

How you'll succeed

  • Relationship building – Build relationships with small business clients by fully understanding their goals, objectives, and the status of the client’s business.

  • Teamwork - Work with your team as well as other internal partners to connect clients with opportunities. Guide your clients by leveraging documentation of treasury management solutions that meets their needs. Work with the Retail Banking Relationship Managers and other internal partners to maximize sales opportunities.

  • Deliver solutions - Proactively assess your clients’ treasury 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 to find the right solutions.

Desired Experience

  • Banking experience; preferably personal and private banking.

  • 5+ Years of management experience in a fast-paced corporate setting.

  • Demonstrated leadership/project management for a team of professionals.

  • Exceptional written and oral communication skills.

  • Ability to effectively relay information/metrics with partners across the Bank.

What CIBC offers 

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique ta

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Company

CIBC

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