Cibc-client Sales Support Specialist - Montréal, Canada - CIBC

CIBC
CIBC
Verified Company
Montréal, Canada

1 month ago

Sophia Lee

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Sophia Lee

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Description
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 Description:


  • What You'll Be Doing
  • As Client Sales Support Specialist in the Commercial Banking Client Sales Support Team, your primary focus will involve supporting clients within your portfolio on all daytoday service and support requests. You will actively be engaged in maintaining relationships with various internal and external stakeholders with a key focus on streamlining and simplifying the client experience.
  • In addition, the incumbent will collaborate with Cash Managers, Relationship Managers and other internal stakeholders when referring crosssell opportunities. As a key extended member of the relationship team, the incumbent will help strengthen new and existing client relationships and will help drive CIBC's value proposition. The incumbent will ensure all interactions with clients and internal stakeholders contain information that is accurate and complete, reducing the need for duplicate touch points. Furthermore, the incumbent will ensure dealings with assigned clients involve prompt responses to questions, enquiries or issues in order to provide best in class service.
  • At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of onsite and remote work) will be discussed at the time of your interview.


  • How You'll Succeed

  • Work closely with BCC, Internal Partners, Cash Managers and Relationship Managers to support client requests and ongoing activity
  • As an integral member of the client deal team, act as the main point of contact for clients on all daytoday requests
  • Identify opportunities for crosssell and further client penetration/increase in share of wallet
  • Coordinate changes to account information and signing authorities
  • Coordinate changes to existing Cash Management products
  • Provide updates to clients that are following up on outstanding requests
  • Acting as a primary contact for an assigned base of clients from mixed commercial segments (IB / MM / ABL / Leverage Finance / REFD / Innovation Banking) on general support inquiries and requests
  • Working closely with RMs, CMs and other internal stakeholders to support client requests
  • Ensuring submissions to partners are full and complete, in an effort to reduce repetitive touch points both internally, with clients and with partners.
  • Maintaining an organized record of requests to measure the progress of outstanding/overdue items and providing clients/internal stakeholders, with updates on the status of requests.
  • Cross Functional relationships
  • Regular contact with CIBC partners such as CIBC Business Contact Centre, Commercial Banking groups, Retail Operations, Branch Network, US Bank, and more to support client activity.
  • Work closely with senior leaders with Client Sales Support, as well as frontline relationship teams.
  • Who You Are
  • You understand and have a working knowledge of all registered organizational structures as corporations, limited liability companies, incorporated companies, joint ventures, various types of partnerships, trusts, registered charities and government agencies.
  • You understand that every detail counts. You notice things that others do not. Your critical thinking skills help inform your decisionmaking.
  • You make sense of data. You enjoy studying complex problems and interpreting information. You are confident in your ability to communicate detailed information in a powerful way
  • You like people. You find meaning in your relationships with others, and your circle includes a diverse network of partners. You inspire trust through your respectful attitude and authenticity.
  • You're fluent in French and English to serve our clients in the community
  • Values matter to you. You bring your real self to work and you live our values trust, teamwork and accountability.
  • 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 health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, pointsbased 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
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