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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Cash Management products and services, including implementation processes, while effectively managing client relationships and providing exceptional service support. Strong communication and problem-solving abilities are essential for coordinating solutions and ensuring client satisfaction.
Highest-signal resume keywords
Cash Management Products KnowledgeClient Relationship ManagementImplementation Documentation PreparationStrong Written And Verbal CommunicationProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Management SolutionsAccount MaintenanceAML DocumentationImplementation ProcessesCross-Selling Opportunities
Soft Skills
Interpersonal SkillsJudgmentDecision-MakingTime ManagementAdaptability
Tools & Technologies
Cash Management OnlineECIFManagement Information Facility (MIF)
Industry Keywords
Commercial BankingClient OnboardingStakeholder ManagementService SupportLegal Agreements
About the role
Key responsibilities & impact- Support clients within an assigned portfolio with day-to-day service and support requests
- Onboard new Commercial Banking clients
- Provide after-sales service support to internal and external Commercial Banking customers
- Coordinate and execute account maintenance and cash management solution requests
- Provide relevant recommendations and facilitate solutions with internal partners
- Maintain relationships with internal and external stakeholders
- Streamline and simplify the client experience
- Act as a primary contact for assigned clients on general support inquiries and requests
- Coordinate changes to account information, signing authorities, and Cash Management products
- Identify cross-selling and client penetration opportunities
- Track outstanding and overdue requests and provide status updates
- Coordinate and lead onboarding of new legal entities and cash management product implementations
- Provide and validate required implementation documentation
- Follow up with partners to ensure timely and seamless delivery of client solutions
- Ensure mandatory legal agreements and settlement-limit documentation are received before transition
Requirements
What you’ll need- Knowledge of Cash Management products and services, including implementation processes and procedures
- Basic knowledge of CIBC processes and groups
- Knowledge of Cash Management Online, eCIF, and Management Information Facility (MIF)
- Knowledge of account and AML documentation and preparation processes
- Strong written and verbal communication skills
- Interpersonal skills to establish and maintain relationships with clients, business partners, and colleagues
- Ability to manage multiple activities with varying complexity under tight time constraints and without errors
- Judgment, decision-making, and problem-solving skills
- Ability to interpret and adapt procedures and approaches
- Ability to generate solutions and make timely decisions
- Legally eligible to work at the specified location(s); valid work or study permit where applicable
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Hybrid work arrangement with remote work on non-site days