Sba Specialist - Client Support

CIBC Capital Markets

Chicago, IL, US
Base: $75,000 - $85,000.00; bonus/equity: eligible...
Fully remote
Cash management product knowledge
Client transition and implementation coordination
Microsoft office suite proficiency
The role involves acting as a key interface to facilitate cash management solution onboarding that proactively meets clients' needs

Job Summary

  • The role involves acting as a key interface to facilitate cash management solution onboarding that proactively meets clients' needs.
  • Candidates must coordinate new and existing client transitions while ensuring all mandatory documentation is received prior to proceeding.
  • CIBC offers a competitive total rewards package including medical, dental, vision, life insurance, and a discretionary bonus component.

Matching Summary

The role involves acting as a key interface to facilitate cash management solution onboarding that proactively meets clients' needs.

Salary

Base: $75,000 - $85,000.00; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, Life Insurance, Paid Time Off, 401(k)

Skills & Requirements

Must-have

  • Cash management product knowledge
  • Client transition and implementation coordination
  • Microsoft Office suite proficiency
  • Commercial loan documentation expertise
  • Internal partner collaboration skills

Nice-to-have

  • Proactive issue identification and mitigation
  • Strong interpersonal communication abilities
  • Commitment to inclusive team culture
  • Continuous improvement mindset
  • Ability to identify sales opportunities

Key Requirements

  • Knowledge of CIBC cash management products and services
  • Understanding of banking procedures and organizational structure
  • Legal eligibility to work in the specified location

Work Rights

Must be legally eligible to work at the location(s) specified

Tailored Resume

Cover Letter