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.

Responsibilities

• Complete 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 studies
• Complete job shadowing circuit which typically lasts 4-6 months; one to two sessions per day, three to four days per week
• Complete product knowledge sessions with manager
• Complete treasury management systems and process training
• Learn 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 team
• Demonstrate an effective system for organizing and prioritizing both short-term and long-term assignments, tasks, follow-ups along with daily responsibilities
• Begin actively supporting the portfolio maintenance needs of one or more Advisors. This typically occurs while working alongside more seasoned Associates who currently support those Advisors
• Actively participate in routine trainings to improve knowledge of products, process, and the Associate role in general
• Participate in client calls and meetings with Advisors. In person calls (local or national) may occasionally be required
• Trust – 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 Advisors
• Initiative - 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 managers
• Teamwork - 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 must
• Task-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 crucial
• Learn – 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 objective

Skills

• Bachelors degree
• 1-2 years of professional experience
• Working knowledge of Excel, PowerPoint, and Outlook
• High attention to detail
• Ownership of work
• Commitment to timeliness and accuracy
• Flexibility in terms of organization and planning
• Passion for collaborating with clients and internal partners
• Ability to prioritize and re-prioritize tasks
• Effective communication skills, both oral and written
• Desire to learn and ask questions
• Ability to build and maintain relationships with teammates and internal partners
• Coursework or prior work experience focused on sales, marketing, and/or communications

Benefits

• Medical
• Dental
• Vision
• Health Savings Account
• Life Insurance
• Disability
• Other Insurance Plans
• Paid Time Off (including Sick Leave, Parental Leave and Vacation)
• Holidays
• 401(k)
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

Company Overview