• Client Specialist III

    Job Location US-IL-Chicago
    Posted Date 2 months ago(5/30/2018 3:42 PM)
    ID
    2018-4654
    # 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 client and perform all necessary due diligence to comply with US Patriot Act.
    • Work with client and Treasury Management to collect and open deposit accounts.
    • Work with attorney, client, RM and closer to make sure all requirements for closing are collected and loan is funded.
    • Monitor borrowing base availability.
    • Collect reimbursement from clients for legal fees.
    • Follow up on expired insurance.

    Qualifications

    • Some college preferred or equivalent commercial banking experience (5-10 years).
    • Previous experience reading legal documentation such as loan agreements, preferred.
    • Ability to prioritize.
    • Works well in a team environment.
    • Can communicate professionally with clients.

     

     

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