Treasury Management Sales Associate

CIBC Capital Markets

Chicago, IL, United States
Base: $61,500.00 - $67,000; bonus/equity: may be e...
Hybrid
Treasury management systems (insight, xaa, salesforce, d1 bst, bic)
Microsoft excel, powerpoint, and outlook
Client calls and meetings participation
The Treasury Management Sales Associate role is structured to develop a core understanding of treasury management services through training, job shadowing, and hands-on learning, with a typical transition to independent support within 12-18 months

Job Summary

  • The Treasury Management Sales Associate role is structured to develop a core understanding of treasury management services through training, job shadowing, and hands-on learning, with a typical transition to independent support within 12-18 months.
  • Associates will gradually be introduced to portfolio coverage, requiring crucial soft skills such as selling, communicating, multi-tasking, prioritizing, and presenting.
  • CIBC offers a competitive total rewards package including salary, incentive pay, banking benefits, a comprehensive benefits program, and opportunities for growth and development.

Matching Summary

The Treasury Management Sales Associate role is structured to develop a core understanding of treasury management services through training, job shadowing, and hands-on learning, with a typical transition to independent support within 12-18 months.

Salary

Base: $61,500.00 - $67,000; Bonus/Equity: May be eligible for incentive compensation plan and discretionary bonus; Benefits: Full range of benefits and programs

Skills & Requirements

Must-have

  • Treasury management systems (Insight, XAA, SalesForce, D1 BST, BIC)
  • Microsoft Excel, PowerPoint, and Outlook
  • Client calls and meetings participation
  • Portfolio maintenance support
  • Accuracy and timeliness

Nice-to-have

  • Relationship-oriented banking
  • Passion for collaborating with clients
  • Desire to learn and ask 'why'
  • Embrace and advocate for change

Key Requirements

  • Bachelors degree
  • 1-2 years of professional experience
  • Legally eligible to work in the specified location

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter