Treasury Management Sales Associate

CIBC US is building a relationship-oriented bank for the modern world and is seeking a Treasury Management Sales Associate. The role focuses on developing an understanding of treasury management services and supporting Advisors in portfolio maintenance while fostering client relationships and enhancing teamwork skills.ResponsibilitiesComplete 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 studiesComplete job shadowing circuit which typically lasts 4-6 months; one to two sessions per day, three to four days per weekComplete product knowledge sessions with managerComplete treasury management systems and process trainingLearn 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 teamDemonstrate an effective system for organizing and prioritizing both short-term and long-term assignments, tasks, follow-ups along with daily responsibilitiesBegin actively supporting the portfolio maintenance needs of one or more Advisors. This typically occurs while working alongside more seasoned Associates who currently support those AdvisorsActively participate in routine trainings to improve knowledge of products, process, and the Associate role in generalParticipate in client calls and meetings with Advisors. In person calls (local or national) may occasionally be requiredTrust – 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 AdvisorsInitiative - 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 managersTeamwork - 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 mustTask-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 crucialLearn – 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 objectiveSkillsBachelors degree1-2 years of professional experienceWorking knowledge of Excel, PowerPoint, and OutlookHigh attention to detailOwnership of workCommitment to timeliness and accuracyFlexibility in terms of organization and planningPassion for collaborating with clients and internal partnersAbility to prioritize and re-prioritize tasksEffective communication skills, both oral and writtenDesire to learn and ask questionsAbility to build and maintain relationships with teammates and internal partnersCoursework or prior work experience focused on sales, marketing, and/or communicationsBenefitsMedicalDentalVisionHealth Savings AccountLife InsuranceDisabilityOther Insurance PlansPaid Time Off (including Sick Leave, Parental Leave and Vacation)Holidays401(k)MomentMakers, our social, points-based recognition programPurpose Day; a paid day off dedicated for you to use to invest in your growth and developmentCompany OverviewCIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions. It was founded in 2017, and is headquartered in Chicago, Illinois, USA, with a workforce of 1001-5000 employees. Its website is https://us.cibc.com/en/home.html.



Apply To This Job