Cibc

Financial Services

TreasuryManagementSalesAssociate

$62–67k Chicago, Illinois, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Treasury Management Sales Associate at Cibc. Skills: Treasury management, Sales, Client relationships. Develop understanding of treasury management services. Complete treasury management training”

Industry & Context.

Financial Services
Problems you'll solve

Identify inconsistencies; Solve inconsistencies

Eligibility Requirements

Minimum 3 days per week in-office

What They're Looking For.

Must Have

Minimum 3 days per week in-office

What You'll Do.

Develop understanding of treasury management services

Complete treasury management training

Complete job shadowing circuit

Complete product knowledge sessions

Complete systems and process training

Learn account structure template

Learn structure rebuilds

Learn treasury management review process

Learn proforma generation

Learn proposal generation

Learn implementation processes

Learn service case processes

Learn analysis process

Learn core Treasury Management systems

Organize and prioritize assignments

Prioritize follow-ups

Support portfolio maintenance needs

Participate in routine trainings

Participate in client calls

Participate in meetings with Advisors

Maintain Advisor portfolios

Deliver positive client experience

Present opportunities for improvement

Introduce concepts to colleagues

Introduce concepts to Advisors

Introduce concepts to managers

Build relationships with teammates

Build relationships with internal partners

Complete known projects

Complete new projects

Complete urgent requests

Ask questions frequently

Identify inconsistencies

Solve inconsistencies

How You'll Work.

Team & Collaboration

Collaborating with clients; Collaborating with internal partners; Relationships with teammates; Relationships with internal partners

Communication Scope

Oral communications; Written communications; Presenting

Process & Methodology

Prioritizing, Organizing

Full Job Description

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](https://www.cibc.com/en/about-cibc.html) _**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 position, which will support CIBC’s Specialty Deposits line of business, is Chicago-based with a hybrid work schedule (minimum 3 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 facil

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