CIBC US

Client Services Representative

• Provide expert consultation and coaching to front-line leaders and teams on client service processes, standards, and best practices
• Support implementation and ongoing sustainment of the advisory planning model
• Reinforce expectations, identify gaps, and help teams adopt effective routines and behaviours
• Analyze service trends, team performance indicators, and client experience opportunities
• Recommend improvement actions to senior management
• Deliver guidance, support, and training on contact strategies and client relationship planning tools
• Work with leadership and business partners on departmental planning, process milestones, and service initiatives
• Build relationships across teams and connect people, resources, and networks to drive alignment and remove barriers
• Help embed client-focused standards in everyday practices

Senior Consultant, Client Support

Analyst

• Support Business Banking clients and internal partners with after-sales activities
• Handle account maintenance requests, day-to-day service inquiries and ad hoc administrative activities
• Understand client business requests and needs, execute solutions and provide relevant recommendations
• Work with internal partners to proactively meet clients’ needs
• Validate Digital Business Onboarding applications for Business Banking, Personal Banking and Imperial Service segments
• Coordinate and execute changes to account information, signing authorities and existing Cash Management products via phone, email and video conferencing
• Record servicing activities accurately in appropriate tools
• Offer solutions, resolve or escalate client issues and concerns
• Support non-sales calling campaigns, administrative activities, client call-outs, initiatives, projects and AML remediations
• Capture and validate clients’ financial information and ensure documentation complies with CIBC policies and procedures
• Conduct due diligence before making credit recommendations and completing product sales
• Identify sales opportunities and refer them to Business Advisors or appropriate internal partners
• Promote digital banking options, including ATM, Mobile and SmartBanking for Business
• Report to the Team Leader, Business Banking

Business Banking Analyst

• Support Business Banking clients and internal partners with account maintenance, day-to-day service inquiries, and administrative activities
• Understand client business requests and needs, execute solutions, and provide relevant recommendations
• Validate Digital Business Onboarding applications for Business Banking, Personal Banking, and Imperial Service segments
• Interact with clients and internal partners by phone, email, and video conferencing
• Coordinate changes to account information, signing authorities, and existing Cash Management products
• Record servicing activities accurately in appropriate tools
• Offer solutions, resolve or escalate client issues and concerns
• Support non-sales calling campaigns, client call-outs, initiatives, projects, and AML remediations
• Capture and validate clients’ financial information and documentation in accordance with CIBC policies and procedures
• Conduct due diligence before credit recommendations and product sales
• Identify sales opportunities and refer them to Business Advisors or appropriate internal partners
• Promote digital banking options, including ATM, Mobile, and SmartBanking for Business
• Work with internal partners to proactively meet client needs

Business Banking Analyst, Bilingual

Director

• Manage the loan syndication origination and amendment process from start to finish
• Support the Middle Market Commercial & Industrial Lending business
• Ensure underwriting accuracy and efficient execution of multi-bank transactions
• Prepare bank books, Confidential Information Memorandums, teasers, and other marketing materials
• Distribute and communicate transaction information to co-lenders
• Arrange and participate in bank meetings with co-lenders, including occasional travel
• Collaborate with Agency Services to execute syndication closings
• Review underwriting and legal documentation
• Manage existing agented transactions
• Lead amendments for previously closed syndications
• Produce reports for internal use, external data sharing, senior management, and auditors
• Monitor and communicate market and industry trends
• Mentor junior team members
• Contribute to broader team infrastructure initiatives and internal reporting

Loan Syndications Director

Learning and Development

• Consult on, analyze, develop, implement, and evaluate training needs
• Build front-line branch capability for engaging digitally with clients
• Research, recommend, design, and develop integrated training solutions for client-facing technology initiatives
• Act as a subject matter expert after client-facing technology releases
• Identify and close training gaps and assist branch users with technical challenges
• Work with Managing Directors, Regional Directors, Branch Administrators, Investment Advisors, and business partners
• Liaise between head office and the branch network
• Collaborate with Wood Gundy Technology, Product, Practice Management, Marketing, and Training & Development teams
• Conduct learning needs analyses and needs assessments
• Define measurable performance and training objectives
• Identify training tools and methodologies, including e-learning, multimedia, workshops, knowledge objects, paper-based, and blended solutions
• Repurpose existing learning and development content and design new content
• Design and develop comprehensive training solutions
• Create detailed storyboards with content highlights, key concepts, and graphic/media ideas
• Facilitate training sessions at national, regional, or branch level
• Participate in post-implementation reviews and apply lessons learned
• Build relationships with business partners, project stakeholders, and subject matter experts
• Provide project updates and coordinate production, translation, and handoffs
• Ensure high-quality training deliverables are completed within agreed parameters

Business Training Consultant

Vice President

• Lead implementation of initiatives for CIBC’s Imperial Service business in Western Canada
• Define, evolve, and execute the long-term Imperial Service vision, operating model, and client value proposition
• Provide strategic oversight of complex, high-profile markets
• Deliver sustainable business results, exceptional client experiences, and a strong risk and compliance culture
• Cultivate accountability, continuous improvement, inclusive leadership, coaching, feedback, and leadership development
• Lead national strategic initiatives involving frontline roles, leadership capability, and coaching practices
• Champion seamless client transitions across the Core, Imperial, and Private Wealth continuum
• Advance advice-based sales leadership and adoption of omni-channel, virtual, and AI-enabled capabilities
• Leverage CIBC products, channels, specialists, brand, market intelligence, and industry trends to strengthen competitive positioning
• Collaborate with product, infrastructure, and cross-functional partners on strategies, initiatives, and compensation frameworks
• Maintain licensing, accreditation, and operational compliance, including CIRO-MFD and CIRO-ID requirements
• Share responsibility with the Regional President for regional business, risk management, profitability, cost, and expense management

Regional Vice-President, Imperial Service

Mortgage Advisor

• Help clients achieve their home ownership goals through mortgage advice and product solutions
• Meet clients where and when convenient for them
• Build lasting client relationships and provide personalized mortgage advice
• Provide comprehensive financial planning support with Banking Centre teams
• Understand the local market and potential client base
• Create and execute a sales plan to convert leads into new CIBC clients
• Build connections, generate opportunities, and deliver bottom-line results
• Grow a professional network through community involvement
• Develop relationships with internal businesses and external realtors who refer potential clients
• Perform work activities remotely with occasional on-site attendance

Mobile Mortgage Advisor

Software Engineer

• Conduct ongoing process reviews to identify issues early and recommend solutions to business challenges
• Stay current on best practices and industry knowledge to identify process improvements
• Provide feedback and advice on projects to improve processes and resolve systematic issues
• Consider business needs and make practical recommendations for continuous improvement
• Lead projects and initiatives using process engineering methodologies and project management expertise
• Gather data, information, and stakeholder feedback to provide informed guidance
• Collaborate with the team and support problem resolution
• Assist in planning, developing, and implementing a process strategy
• Use direct client feedback to improve the quality of key processes and enhance client experience and profitability

Consultant, Process Engineering

Bilingual

• Assess workplace concerns and determine appropriate resolution approaches
• Facilitate early intervention, conciliation, informal resolution, and formal investigations
• Conduct timely, thorough, and impartial investigations into discrimination, harassment, violence, and other inappropriate workplace conduct
• Gather, assess, and synthesize interview, document, and correspondence evidence
• Identify legal, regulatory, employee relations, reputational, and operational risks
• Provide practical recommendations to support compliance and reduce future risk
• Advise Human Resources, Employee Relations, business leaders, Legal, Corporate Security, and other stakeholders
• Prepare allegations, interview plans, case summaries, investigation reports, and outcome recommendations
• Maintain documentation, reporting, and file management for governance, audit readiness, metrics, and trend analysis
• Identify systemic themes and recommend proactive solutions
• Contribute to improving workplace resolution practices, tools, templates, and processes

Workplace Conciliator and Investigator – Bilingual

Financial Planning and Analysis

• Partner with Relationship Managers to help high-value clients secure their futures and establish their businesses
• Provide administrative and client support to identify business growth opportunities
• Build strong working relationships and contribute to clients’ financial success
• Leverage knowledge of cash management, credit, investment, and wealth protection to answer client questions and provide information
• Partner with Financial Advisors to help clients meet their financial goals
• Listen to clients, ask questions, take accountability for client issues, and identify solutions
• Prepare client files, book appointments, and maintain schedules
• Improve team productivity and proactively uncover business opportunities
• Work on-site full-time at multiple banking centres as needed

Financial Services Associate – Business Banking

• Acquire and develop strategic Sponsor relationships and generate new business
• Screen Private Equity Sponsors against CIBC’s quantitative and qualitative relationship metrics
• Conduct ongoing Sponsor diligence using third-party reference checks and data aggregation sources
• Build trusted-advisor relationships through regular Sponsor/client contact
• Identify opportunities for additional credit and non-credit services
• Serve as the primary internal subject matter expert for Sponsor relationship and credit needs
• Promote CIBC’s brand within the Sponsor community and industry associations
• Assist with structuring new opportunities and communicate Sponsor expectations and Bank requirements
• Collaborate with commercial Relationship Managers, Leveraged Finance Underwriters, and credit officers
• Maintain CRM tracking for pipeline forecasting and relationship development strategies
• Guide credit events for new strategic relationships and support analysis and deal approval
• Participate in opportunity screening discussions
• Maintain communication with clients as opportunities progress through fulfillment
• Assist with deal negotiation when issues arise
• Participate in internal Sponsor pipeline meetings
• Participate in portfolio reviews and portfolio management
• Lead screening and periodic reviews of assigned Sponsor relationships

Senior Market Lead – Sponsor Finance Coverage

• Serve as the first point of contact for clients calling with banking questions or requests
• Manage client accounts and products and provide support
• Deliver personalized, client-focused interactions and trusted advice
• Listen to client needs, resolve problems, and recommend appropriate solutions
• Complete client requests efficiently using CIBC systems and product knowledge
• Identify opportunities to connect clients with relevant banking products, solutions, and internal contacts
• Leverage knowledge of CIBC’s product suite and internal departments to address additional client needs

Telephone Banking Servicing Agent, Bilingual

• Help clients manage their accounts and financial products
• Answer client questions and assist with transactions
• Proactively connect clients with appropriate CIBC team members
• Support clients as they work toward their financial goals
• Listen to client concerns, ask questions, and resolve issues or escalate appropriately
• Introduce clients to mobile banking applications and help them manage their banking needs
• Work as part of the Personal and Business Banking Team in a fast-paced Banking Center

Client Service Representative

• Handle inbound and outbound mortgage sales inquiries
• Fulfill mortgage leads for purchases, refinances, ports, and early renewal negotiations
• Build strong relationships with business partners and clients
• Ensure sales targets are achieved while maintaining client satisfaction
• Answer client questions and resolve issues according to department objectives
• Follow up to obtain and confirm signed client documentation
• Follow up on leads from the call centre, general servicing team, information statements, discharge statements, and mortgage verifications
• Stay current on mortgage products, policies, procedures, competition, conditions, and documents
• Work with underwriters and advancing partners to ensure mortgages are approved and funded
• Achieve sales targets across all parameters of the business plan

Mortgage Solutions Advisor, Bilingual

• Help clients achieve home ownership goals through mortgage advice and product solutions
• Meet clients where and when convenient for them
• Build lasting client relationships and provide personalized mortgage advice
• Provide comprehensive financial planning support with Banking Centre teams
• Understand the local market and potential client base
• Create a sales plan to convert leads into new CIBC clients
• Build connections, generate opportunities, and deliver bottom-line results
• Grow a network through community involvement
• Develop relationships with internal businesses and external realtors for referrals