Sr. Specialist, Client Support

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

The Sr. Specialist, Client Support is responsible for providing support and high quality customer service to clients and prospects in Commercial Banking, liaising closely with the business and clients to complete tasks. The role includes managing the AML/KYC processes, onboarding of deposit customers and servicing the accounts as required. A solid written, verbal, interpersonal and organizational skills is a requirement for this role. The Sr. Specialist, Client Support supports best practices and handles incoming telephone calls and emails to address client requests in a professional and client-focused manner. The individual will need to demonstrate soft skills such as the ability to multi-task, be proactive, time-management and flexibility. The role makes recommendations on client matters to meet work objectives, ensuring that clients experience a bank that listens actively and demonstrates care for their unique needs. The role receives general instructions on routine work and participates in group projects as required.

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

How you’ll succeed

• Relationship Building – As a project manager the Client Solutions Specialist will lead and manage the transition effort while collaborating with the team identified to support it. The execution process involves coordinating people and resources, as well as managing and tracking the project, while identifying and mitigating potential issues in a timely proactive manner. This job interacts on a regular basis with internal partners including Cash Management Sales, Relationship Managers, the Business Contact Centre, Business Banking product management, CIBC’s vendors, INTRIA, Retail Operations, and the branch network.

• Implementation & Transitioning – Coordinate new and existing client transitions and implementations, acting as the crucial point of contact, to ensure a proper transition from the other financial institution by working directly with clients to gather relevant information to execute the onboarding request. Provide clients with the required documentation/agreements to be executed to implement the requested cash management solution. Follow up and maintain communication throughout the transition with all partners to ensure that clients’ cash management solutions need are delivered in a timely and seamless manner.

• Operational Support – Interpret, validate and obtain the required information to complete the necessary