Trading Analyst supporting day - to - day wholesale power trading operations in Birmingham, AL. Forecasting prices and developing bids while ensuring data integrity.
About the role
- CIBC Business Banking Analyst supporting clients with after-sales service and account management. Collaborating with internal partners and ensuring service excellence in a fast-paced environment.
Responsibilities
- Support our Business Banking clients and internal partners directly on all after-sales related activities including account maintenance requests, day-to-day service inquiries, and ad hoc administrative activities
- Work closely with the client to understand their business requests and needs while taking responsibility for execution and providing relevant recommendations
- Facilitate solutions that proactively meet clients’ needs and validate Digital Business Onboarding (DBO) applications for all Business Banking, Personal Banking and Imperial Service segments.
- Engage with clients and/or internal partners via phone, email and video conferencing to coordinate and execute changes to account information, signing authorities and existing Cash Management products
- Demonstrate service excellence by being knowledgeable, resourceful and professional during all client interactions and record servicing activities in appropriate tool(s) accurately
- Offer solutions, resolve and/or escalate client issues and concerns to leadership and/or appropriate parties without delays
- Support any non-sales calling campaigns and administrative activities including call-outs to existing clients in support of initiatives, projects, and AML remediations among others
- Accurately capture and validate clients’ financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures
- Exercise appropriate due diligence prior to making credit recommendations and similarly prior to completion of any product sales
- Ensure that all internal interactions with clients reflect the standards prescribed by CIBC policies and procedures
Requirements
- 1-2 years’ experience in a professional, fast-paced sales and service environment preferably in a financial and client service industry or Client Contact Centre
- Well developed knowledge of business products and services (lending, cash management solutions, GICs and banking centre services)
- Fluency in French and English to serve our clients in the community
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; paid day off for growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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