Manager - Financial Planning, Insurance and Trust Services

Overview As a member of the Commercial banking team, you will be an integral component of Business Banking and part of a team of specialized professionals who create value for business clients by understanding their transaction and cash management needs. As the Client Solutions Specialist, you will provide after‑sales service support to Business Banking customers, both internal and external, taking responsibility for the execution of cash management solution requests and acting as a key interface to internal partners. Responsibilities Relationship Building – Lead and manage the transition effort while collaborating with the identified team, coordinating people and resources, managing and tracking the project, and mitigating potential issues in a proactive manner.

Implementation & Transitioning – Coordinate new and existing client transitions and implementations, acting as the crucial point of contact to ensure a proper transition from the other financial institution. Work directly with clients to gather relevant information, provide required documentation/agreements, and maintain communication throughout the transition. Operational Support – Interpret, validate and obtain required information to complete implementation forms for internal and external client requests.

Ensure all mandatory documentation such as Product Legal Agreements and signed Payment Product Settlement Limit documentation are received prior to proceeding with the transition. Update knowledge of internal procedures and external developments to respond to client needs promptly. Business Development – Identify potential sales and/or service improvement opportunities through analysis and client dealings, refer opportunities to appropriate sales managers, and recognize business risk elements involving the appropriate supervisors or partners.

Qualifications Developed knowledge of CIBC cash management products and services, including the processes and procedures for implementing products required to transition clients to CIBC. Knowledge of banking procedures and the organizational structure of partners who support the delivery of cash management solutions (branch network, data centers, currency operations, etc.). Strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint, and ability to quickly learn proprietary software applications supporting the origination and sales process.

Excellent communication skills, with the ability to convey detailed information in an impactful way. Active listening, client service, customer experience, internal controls, interpersonal communication, operational efficiency, service improvement, teamwork, and a collaborative work style. Job Details Location: Toronto – 181 Bay St., 6th Floor Salary: $66,090 – $85,550 annually (annualized base salary range) Employment type: Regular Weekly hours: 37.5 Work arrangement: discussion during interview EEO Statement CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact [email protected]. #J-18808-Ljbffr