Treasury Management Sales Associate

About this role

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You'll Be doing:

The Treasury Management Sales Associate (“Associate”) is focused primarily on developing a core understanding of treasury management services, processes, rationale, and risk. As an Associate, you can expect to develop your understanding of treasury management at CIBC Bank USA through a combination of training, job shadowing, and hands-on learning via daily tasks and longer-term projects. Associates will be gradually introduced to portfolio coverage for two or more Advisors, at which point soft skills such as selling, communicating, multi-tasking, prioritizing, and presenting will be crucial. Critical attributes in this position include a high attention to detail, ownership of work, commitment to timeliness and accuracy, flexibility in terms of both organization and planning, and a passion for collaborating with clients and internal partners on a daily basis.  The role is structured in a way which will allow Associates to develop the skill set necessary to eventually transition to independent support of Advisors, typically within 12-18 months. This is a Chicago-based position with a hybrid work schedule (minimum 3-4 days per week in-office).   The Treasury Management Team provides an important and stable source of non-interest income to the Bank in the form of monthly fee income. We work with many of the Bank’s clients to offer a full suite of collection, disbursement, reporting, and fraud prevention services which facilitate their daily business operating needs.  We are advocates and advisors for our clients, working with them to understand factors such as their internal processes, structure, personnel, systems, customer base, industry norms and nuances, and future growth plans.  This information allows us to prepare a proposed structure and cost analysis which we believe most optimally addresses both their current and future cash management needs.  

How You'll Succeed • Complete two rotations of formal treasury management training, spaced 6-8 months apart, which is conducted via a combination of videos, presentations, training exercises, and case studies.

• Complete job shadowing circuit which typically lasts 4-6 months; one to two sessions per day, three to four days per week.

• Complete product knowledge sessions with manager.

• Complete treasury management systems and process training.

• Learn and consistently demonstrate a full understanding of account structure template, structure rebuilds, treasury management review process, proforma and proposal generation, implementation and service case processes, analysis process, and core Treasury Management systems (Insight, XAA, SalesForce, D1 BST, BIC).

• Assist with projects for betterment of the Treasury Management team.

• Demonstrate an effective system for organizing and prioritizing both short-term and long-term assignments, tasks, follow-ups along with daily responsibilities.

• Begin actively supporting the portfolio maintenance needs of one or more Advisors.  This typically occurs while working alongside more seasoned Associates who currently support those Advisors. 

• Actively participate in routine trainings to improve knowledge of products, process, and the Associate role in general.

• Participate in client calls and meetings with Advisors.  In person calls (local or national) may occasionally be required.

• Trust – Your Advisors will rely on you to successfully maintain their portfolios and deliver a positive client experience.  Organization, accuracy, timeliness, and a complete comfort with saying “I don’t know” are all important factors in building trust with your Advisors.

• Initiative - The Treasury Management Team fosters an environment in which teammates feel comfortable and empowered presenting opportunities for improvement. As you grow in the Associate role, you may uncover more efficient and effective ways to approach your various responsibilities.  Take the initiative to introduce these concepts to your colleagues, Advisors, and managers. 

• Teamwork - Building and maintaining relationships with teammates and internal partners is vital to success in this role.  Willingness to wear multiple hats and help out teammates in need is a must.

• Task-Oriented – Your day-to-day will consist of known projects, new projects/tasks, calls and meetings with clients and/or internal partners, and urgent last minute requests.  The ability to prioritize and re-prioritize on a daily basis with a focus on completing all tasks in a timely manner is crucial.

• Learn – A desire to learn and ask “why,” comfort with ask questions frequently, and the drive to  proactively identify/solve inconsistencies which are on the periphery of your main objective.

Who you are • You're passionate about people – You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• You communicate clearly – Your oral and written communications are professional, concise, and predicated on anticipating how the receiver will interpret your message. 

• You are accountable  - You take ownership for work quality, deadlines, communication with key internal and external stakeholders, and resolution of client needs.

• You have a working knowledge of Excel, PowerPoint, and Outlook – Excel and PowerPoint are used on a near-daily basis.  Outlook is used throughout the day, every day.

• You’re goal oriented – You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You embrace and advocate

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