Treasury Management Sales Associate

CIBC US is building a relationship-oriented bank for the modern world, seeking talented professionals dedicated to client satisfaction. The Treasury Management Sales Associate will develop a core understanding of treasury management services and support Advisors while gaining hands-on experience through training and project involvement.

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

• Education - You have a Bachelors degree
• Relevant Experience - 0-2 years of professional experience
• You have a working knowledge of Excel, PowerPoint, and Outlook
• You're passionate about people – You find meaning in relationships and surround yourself with a diverse network of partners
• You communicate clearly – Your oral and written communications are professional, concise, and predicated on anticipating how the receiver will interpret your message
• You're goal oriented – You're motivated by accomplishing your goals and delivering your best to make a difference
• You embrace and advocate for change – You continuously evolve your thinking and the way you work in order to deliver your best
• Values matter to you – You bring your real self to work and you live our values - trust, teamwork, and accountability
• Coursework or prior work experience focused on sales, marketing, and/or communications is beneficial but not required

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)
• Competitive salary
• Incentive pay
• Banking benefits
• A benefits program
• A vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

Company Overview