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
CIBC US seeks a Sr. Operations Specialist to join the Client Management Services team. The position will be a part of an operational middle office with a focus on Commercial and Private Banking client and account onboarding. The Specialist will provide high quality operational, administrative, analytical, and service support to front line personnel and to the Bank’s clients. A strong control mindset is required. This is a non-client facing position.
Responsibilities:
- Support BSA/AML operational and control responsibilities from an enterprise perspective. This will include support of the new beneficial ownership compliance requirements.
- Support and enhance maintenance and validation services related to initiating new clients and opening new accounts.
- Analyze client documentation to validate adequacy of information.
- Develop and maintain procedures related to client, account opening and servicing.
- Support specialized account situations (i.e. blocked, escrow, bankruptcy etc.)
- Manage the environment for clients with split interest account situations.
QUALIFICATIONS:
- Strong control and governance mindset
- Strong analytical and critical thinking skills
- Ability to multi-task and manage multiple priorities
- Excellent verbal, written, and collaborative skills
- Strong customer service mindset
- KYC experience is a must
- Experience in standardization, centralization, automation and process improvement
- Proactive and willing to drive change and new initiatives
- Previous management or team lead experience a plus but not required 5-7 years experience in servicing clients and deposits accounts in a commercial bank.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, 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
Collaborative & Strong Communicator - Work collaboratively with Banking Centre employees and support Executors and estate beneficiaries on all aspects of the estate of a deceased client. Comfortable with phone conversations and phone etiquette.
Client-Focused - Escalate to banking Centre employees all issues that may impact the ongoing client relationship. Develop strong relationships with banking Centre employees to build sustained confidence in order to improve the overall client experience during what could be a very difficult and sensitive time in the client’s life.
System Savvy - Able to navigate many varied systems and is technically savvy. Examples of systems used in this role: COINS, ECIF, CORFAX, CORE, ADP Broadridge.
Knowledge of products - an asset if you are familiar with any CIBC products; bank accounts; credit cards; lending; investments; mortgages, etc.
Multi-Tasker - experienced with multi-tasking and working in fast-paced, often-changing environment. Experience working in a team where processes and procedures are changing and updating.
Detail Oriented - Complete all necessary activities related to the processing of all parts of an estate. Act as the Subject Matter Expert on dealing with the estate of a client and the various product requirements to settle the deceased client’s estate
Who You Are
You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
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're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $70,000 - $85,000 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.
California residents — your privacy rights regarding your actual or prospective employment
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 Mailbox.careers-carrieres@cibc.com
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-Illinois - Virtual
Employment Type
Regular
Weekly Hours
40
Skills
Analytical Thinking, Business Operations, Customer Service, Operations Management, Operations Support, Prioritization, Process Improvements, Technical Knowledge
