Commercial Banking Client Specialist

US-IL-Chicago
1 month ago
ID
2017-4196
# of Openings
1

Overview

CIBC provides tailored commercial, wealth management, personal, and small business financial solutions in the United States through 46 offices in 18 states, as well as cross-border banking services to clients with North American operations. Learn more at cibc.com/US.

 

CIBC is a Toronto-based, global financial institution with a 150 year history, serving 11 million personal and business clients. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders. 

 

CIBC delivers access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.

 

Every year, CIBC is recognized for its business success, community commitment and employee initiatives.  We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel.

 

CIBC Bank USA is an Equal Opportunity Employer M/F/Disability/Veteran

 

Responsibilities

 

  • Interview new clients so that we can complete our required US Patriot Act law due diligence by researching the client, verifying client identities, and completing our Risk Assessment form which includes describing client’s business, activities, locations and ownership
  • Opening deposit accounts which includes working with client to prepare legal documentation and verify client has properly executed the required documents
  • Work with relationship manager and legal counsel to help coordinate loan fundings/closings
  • Work directly with client to receive financial covenant reporting items and submission and tracking of same
  • Work with clients to resolve complex service requests and to handle the service needs of high profile or sensitive clients

 

Qualifications

 

  • High school required
  • Some college or equivalent work experience preferred
  • 5 years commercial banking experience
  • Knowledge of Microsoft Office applications
  • Knowledge of loan and deposit documents
  • Able to prioritize

 

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