Commercial Treasury Management Client Support & Associate Managing Director

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  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

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As a member of the Treasury Management - commercial banking team, you will be an integral component of Business Banking and Middle Market; part of a team of specialized professionals who create value for business clients by understanding their transaction and cash management needs with a view to architecting and delivering integrated cash flow and treasury management solutions. As the Client Solutions Specialist, you will be accountable to perform after-sales service support to Business Banking and Middle Market commercial customers, both internal and external, understanding the client needs and taking responsibility for the execution of cash management solution requests.

You will provide relevant recommendations when appropriate while acting as a key interface to internal partners to facilitate cash management solution onboarding that proactively meets clients' needs.

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.

• 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 implementation forms for internal and external client requests. Ensure all mandatory documentation such as Product Legal Agreements, and signed Payment Product Settlement Limit documentation (with supporting evidence of credit existence) are received prior to proceeding with the transition. Regularly update knowledge of internal (i.e., new products, procedures, and organizational changes) and external (i.e., technology, regulatory changes) developments to respond to client needs promptly and suitably.
• Business Development - Identify, through the analysis process and client dealings, other potential sales and/or service improvement opportunities and refer potential sales to appropriate client relationship/cash manager sales managers. Recognize business risk elements of situations being handled, involving the appropriate supervisors or business partners as early as possible. Contribute to the business unit's goal of continuous improvement by identifying areas to enhance the client experience or resolve challenges.

• You have developed knowledge. CIBC cash management products and services offerings, including the processes and procedures necessary to implement products and services required to transition clients to CIBC effectively. Knowledge of banking procedures and…