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CIBC

Runs banking and investment services across North America

Treasury Management Implementation & Services Consultant

Implementation & Technical Account ManagementPosted on Nov 13
Full-timeChicago, IL, USA

About the Job

Requirements

  • A degree or diploma in Business, Finance, Accounting, or a related field.
  • At least 5 years of banking experience specifically relating to Treasury Management products and services.
  • Knowledge of Microsoft Office Professional, including Excel and Microsoft Word, to complete daily responsibilities.
  • Good verbal and written communication skills.
  • Attention to detail.
  • Ability to multitask across projects.
  • Transportation is occasionally required for in-person meetings or installations of treasury management products and services at client locations.
  • Must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.

Responsibilities

  • Partner with clients and internal stakeholders to deliver a seamless implementation and support experience across treasury management products and services.
  • Manage multiple client implementation projects across several banking groups.
  • Collaborate with Treasury Sales during client engagements and serve as a knowledgeable resource on the bank’s treasury management capabilities and client-focused approach.
  • Support the documentation, implementation, and delivery of treasury solutions, including remittance and deposit services, remote capture, internet banking, ACH origination, wires, positive pay, bill payment, sweeps, and account reconcilement.
  • Engage in marketing and outreach activities to build relationships and demonstrate appreciation to clients.
  • Monitor and manage client relationships by understanding clients’ goals, objectives, and business status.
  • Develop new client relationships through business development activities, leveraging 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.
  • Provide clients with guidance by leveraging documentation of cash management solutions that meet their needs.
  • Work with Commercial Banking Relationship Managers and other internal partners to maximize sales opportunities.
  • Assess clients’ treasury and cash management needs and propose solutions that address those needs.
  • Provide continued partnership and support by understanding clients’ goals and objectives.
  • Communicate with clients to identify appropriate solutions.

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

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