TM Sales Advisor III

1 month ago
# of Openings


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 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


  • Development and retention of Treasury Management relationships for multiple commercial lines of business.
  • Partners with relationship managers in a consultative selling role.
  • Responsible for meeting annual sales goals, sales activity targets, along with developing and executing a strategy to retain and fully penetrate existing relationships.
  • As an experienced team member, this Advisor will be expected to share knowledge and market experience with peers, and junior team members, and participant in TM initiatives.
  • Exhibit autonomy in managing clients, call plans and pipeline, requiring minimal involvement from management.
  • Meet with clients and prospects to understand their Treasury Management needs and sell services.
  • Maintain relationships with current clients by regularly meeting with them to review their services and  needs.
  • Develop strong strategic relationships with larger TM customer base.
  • Prepare proposal and pricing scenarios to help win new business.
  • Assist with service issues to maintain client satisfaction.
  • Train Relationship Managers and other internal partners as needed on all treasury management products and services. 
  • Be a team player willing to assist others at any time.  


  • 5 - 7+ years of experience in one or a combination of the following: sales, business development, or treasury management
  • 3+ years of business-to-business sales experience or treasury management experience
  • Bachelor’s degree in Finance, Business or related field
  • Proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint)
  • Strong knowledge and understanding of treasury management product and services
  • Excellent verbal, written, and interpersonal communication skills
  • Strong understanding of accounting and technology as it relates to a company's financial operations
  • Effectively organizes, assembles and arranges resources to meet sales goals
  • Excellent communicator, polished, confident, detail oriented and professional
  • Develops and delivers viable business process solutions requiring extensive profiling, prospecting, discovery, and pipeline management
  • Ability to thrive in a team-selling partnership with relationship managers
  • Certified Treasury Professional or desire to obtain or Certified Cash Manager desired


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed