Specialist, Client Support

1 week ago

Toronto, Ontario, Canada 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

What You'll Be Doing


The Specialist, Client Support is responsible for providing administrative support and high quality customer service to clients and prospects in a channel, liaising closely with the business and clients to complete tasks.

Perform implementation and/or client support tasks relative to the Cash Management products such as EDI / APA, Positive Pay, Corporate Clearing, Bulk Cheque Imaging, Lockbox along with Cheque testing services.

Ensure customer inquiries and complaints are handled in an efficient, professional and timely manner.

The role demonstrates solid written, verbal, interpersonal and analytical skills to prepare and maintain marketing and other material, compile reports, process expense report documentation, and maintain and develop the client database.

The role makes recommendations on client matters to meet work objectives, ensuring that clients experience a bank that listens actively and demonstrates care for their unique needs.

The role receives general instructions on routine work and participates in group projects as required.

The Implementation & Support Agent is accountable to ensure the successful delivery of a high standard of service while upholding compliance to internal controls and procedures within the functional assigned responsibilities to Business Banking products customers.


  • At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 13 days per week onsite, while other days will be remote._
How You'll Succeed

  • Analytical Skills
  • Interpret, validate and execute internal and external client requests, conducting reviews of existing profiles and reviewing documentation before sending request to internal and external partners.


 Business Development
  • On behalf of clients, liaise with internal business partners such as Intria, technology partners and channel services supported by the Business Client Centre (BCC). Reconcile and perform monthly independent balances on suspense accounts. Ensure the successful delivery of a high standard of service while upholding compliance to internal controls and procedures within functional assigned responsibilities.


 Critical Thinking
  • Verify documentation according to established signing authority procedures to confirm that documents received from customers are properly executed to fulfill requests. Review complex requests related to Cash Management product(s) to ensure implementation of new products and amendments to existing products. Address gaps with documents received and educate requestor / partners to facilitate a resolution.


 Relationship Building
  • Provide assistance to clients, internals / external partners and BCC colleagues to address questions related to basic implementation and support of the products. Also, provide assistance and guidance to more junior team members when required.
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.
  • You're fluent in French and English to serve our clients in the community.
What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permitJob Location

Toronto-81 Bay, 14th Floor

Employment Type

Regular

Weekly Hours

37.5

Primary Recruiter

Fariha Chowdhury

Skills:

Active Listening, Budget Preparation, Client Relationship Management, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations

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