Specialist, Client Support

Posted Yesterday
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Chicago, IL, USA
In-Office
65K-80K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Leads and coaches a team of Commercial Client Banking Specialists, manages client relationships and inquiries, oversees customer information, resolves complaints, and improves procedures, productivity, and service delivery. The role analyzes processes, implements departmental policies, supports operational priorities, and contributes to special projects while ensuring privacy and information security requirements are met.
Summary Generated by Built In

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 


Responsible for providing coaching to a small team to manage workloads, working on well-defined matters and ensuring the effective and efficient operation of the department. The role provides employees with day-to-day direction and tasks in alignment with department procedures, and performs activities related to the development and implementation of procedures and practices. The role follows established policies to analyze situations, data and processes, improving the client experience by demonstrating and championing the delivery of high quality service and problem resolution to meet or exceed expectations of clients and the business. The role ensures that privacy and security of information policies are being met, and identifies and makes recommendations to improve employees’ productivity, processes, tools and services.


At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. 

 
How you’ll succeed 

  • Day to day manage a team of Commercial Client Banking Specialists including the following:
  • Maintain sound relations with the organization's customers by providing services before, during, and after a transaction
  • Manage and maintain customer information databases; providing product and service.
  • Develop when appropriate, conduct, and complete customized business-specific procedural
  • Recommend and implement programs to support customer needs.
  • Resolve customer inquiries and complaints timely and effectively.
  • Adapt departmental plans and priorities to address resource and operational challenges
  • Assist with identifying process enhancement opportunities
  • Develop and implement departmental policies, procedures, and standards
  • Assist with special projects as assigned by management

Who you are 


  • You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making. 
  • You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. 
  • You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. 
  • You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others. 
  • Values Matter to You. You bring your real self to work, and you live our values – trust, teamwork and accountability. 

  • Preferred formal education: Bachelor’s degree
  • Minimum 5+ years in client focused role with demonstrated experience in commercial banking
  • Knowledge of Microsoft Office (Word, Excel Outlook and PowerPoint) required
  • Excellent verbal and written communication skills
  • Strong analytical and problem solving skills
  • Strong organizational and time management skills including ability to prioritize client requests
  • Leadership, coaching and foster teamwork

California residents — your privacy rights regarding your actual or prospective employment 


At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $65,000.00 - $80,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. 

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IL-Chicago, 120 S LaSalle St Fl 11

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Business Operations, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking, Waterfall Model

Skills Required

  • Minimum 5+ years of experience in a client-focused role
  • Demonstrated experience in commercial banking
  • Knowledge of Microsoft Office, including Word, Excel, Outlook, and PowerPoint
  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Strong organizational and time-management skills, including the ability to prioritize client requests
  • Leadership, coaching, and teamwork skills
  • Bachelor's degree
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The Company
HQ: Toronto, Ontario
43,351 Employees

What We Do

CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals. This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada. La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs. Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez. Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs. Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada

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