Referral Operations Specialist

Referral Operations Specialist - 18 Months Secondment Join to apply for the Referral Operations Specialist - 18 Months Secondment role at CIBC. 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. What You’ll Be Doing Referral Operational Specialist is responsible for ensuring the efficient, accurate, and compliant processing of referrals by validating, tracking, and reporting high‑volume referrals using multiple platforms. The role continually evolves to incorporate new referral flows and sources, supporting CIBC’s strategic business objectives and maintaining superior data integrity and client experience. How You’ll Succeed Referral review & validation – Efficiently review a large volume of referrals each week to ensure segment alignment and completeness across multiple platforms. Data quality & SLA monitoring – Validate referrals each month, monitor outcomes and SLA adherence, perform reconciliation and spot checks; generate daily operational reports and maintain SLA watchlists. Exception management – Identify, track, and resolve data discrepancies and exceptions; support integration of additional referral flows and sources, collaborating on process improvements and system enhancements. Cross‑functional collaboration – Liaise with internal teams (e.g., Personal Banking, Imperial Service, Mobile Advice, Analytics, Business Operations) to resolve referral issues and enhance process efficiency; communicate effectively to senior leaders and across all levels. Maintain confidentiality – Manage documents and information that may be highly sensitive with confidentiality and accountability. Who You Are Working knowledge of CIBC’s business activities and organization structure. Good communication and interpersonal skills – interact with a wide range of individuals; ability to work independently with minimal direction and respond effectively to issues. Strong technical skills in Microsoft Office (Word, PowerPoint, Excel, Outlook) and various office equipment; excellent problem‑solving, time‑management, and multitasking abilities. Ability to work under pressure, meet service levels and deadlines, and pay close attention to accuracy and detail; experience with banking centre operations. Proficiency in French language is an asset. Client‑first mindset – engage with purpose to find the right solutions and go the extra mile. Goal‑oriented and motivated by achieving results. Ownership mindset – thrive when empowered to take the lead, go above and beyond, and deliver results. Passionate about people – build trust through respect and authenticity; value diversity and inclusion. Live CIBC values – trust, teamwork, and accountability. What CIBC Offers Competitive compensation, banking benefits, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers (our social, points‑based recognition program). Strong technological toolkit and collaborative spaces to create innovative solutions. Subject to program terms and conditions. What You Need To Know CIBC is committed to creating an inclusive environment where all team members and clients feel they belong; we seek applicants of all abilities and provide an accessible candidate experience. We may ask you to complete attribute‑based assessments or other skill tests, including simulation, coding, and French proficiency. We use artificial intelligence tools during the recruitment process. You must be legally eligible to work at the location(s) specified above and, where applicable, have a valid work or study permit. Employment type: RegularWeekly hours: 37.5Location: Toronto – 81 Bay, 24th Floor Apply before 2027‑07‑30. #J-18808-Ljbffr