Commercial Banking Client Service I

2 months ago

Chicago, United States CIBC Full time

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

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
- Provide outstanding customer service and help to manage 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 to capture, escalate, review, and report 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, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC’s policies, frameworks, guidelines, processes and controls
- Speak up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders
- Escalate matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC’s reputation as a leading financial institution

AUTHORITIES/DECISION RIGHTS
- _ As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness._

KNOWLEDGE AND SKILLS

Qualifications:

- 1-3 years Banking work experience, preferably in both loan and deposit areas
- Strong oral and written communication skills
- Excellent customer service skills
- Must be well organized and have a good follow-up system and attention to detail
- Microsoft Office proficiency required (advanced skills in Excel desired, not required)
- Strong organization skills and ability to simultaneously handle multiple requests/transactions and being comfortable with fast pace work environment
- Ability to work well in a team environment
- Experience using Metavante and ACBS Loan Origination Systems desired, not required
- Bachelor’s degree desired, not required

WORKING CONDITIONS
- _ This role operates within a normal office environmen

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