C

CIBC

Runs banking and investment services across North America

Treasury Sales Advisor

Retail & Commercial BankingUpdated on Nov 12
Full-timeChicago, IL, USAIn-person

About the Job

Requirements

  • At least 3 years of experience in Commercial Banking cash management.
  • Experience with treasury and cash management functions, including payments and transactions, within mid-market and larger organizations.
  • A degree or diploma in Business, Finance, Accounting, or a related field.
  • The Certified Treasury Professional (CTP) designation is an asset.

Responsibilities

  • Develop and grow a portfolio of treasury- and cash-management-intensive companies by working with CEOs, CFOs, and Treasurers to understand business requirements and present appropriate cash management solutions.
  • Work directly with clients and prospects to perform needs analyses, develop solutions related to payments and transactions, and conclude sales.
  • Engage in marketing and outreach activities, actively monitor and manage client relationships, and understand clients’ goals, objectives, and business status.
  • Develop new client relationships through business development activities, referral sources, existing clients, and centers of influence; identify and actively call on prospective clients.
  • Work with the team and internal partners to connect clients with opportunities, use cash management solution documentation to guide clients, and collaborate with Commercial Banking Relationship Managers and other partners to maximize sales opportunities.
  • Proactively assess clients’ treasury and cash management needs, propose suitable solutions, and provide continued partnership and support by understanding client goals and communicating to identify the right solutions.

Desired Qualifications

  • The Certified Treasury Professional (CTP) designation is an asset.

About the Company

CIBC

Runs banking and investment services across North America

CIBC runs personal and business banking, wealth management and capital markets businesses for clients in Canada and the United States. Its Canadian retail bank pairs banking centres and contact centres with mobile and online services, while its U.S. business focuses on commercial clients and private wealth. Customers use its accounts, mortgages, loans and investment services to manage cash, borrow and invest. The bank earns interest on lending, charges account and advisory fees, and generates revenue from securities trading and investment management. CIBC was formed by a bank merger in 1961, with operating roots dating to 1867, and is headquartered in Toronto, Ontario.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1961

Recently Posted Jobs

Explore more opportunities at CIBC

See more jobs