Treasury Management Sales Advisor

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

What you’ll be doing

The Treasury Management Sales Advisor is responsible for developing and retaining treasury management relationships across multiple commercial lines of business. This role partners closely with relationship managers in a consultative selling capacity, driving annual sales goals and activity targets while executing strategies to retain and deepen existing client relationships.

As an experienced team member, the Advisor will share expertise and market insights with peers and junior staff, and actively participate in Treasury Management initiatives. The ideal candidate will demonstrate autonomy in client management, call planning, and pipeline oversight.

Key Responsibilities

• Develop and retain treasury management relationships for commercial clients.
• Partner with relationship managers to deliver consultative sales solutions.
• Achieve annual sales goals and meet sales activity targets.
• Drive liquidity and deposit generation through targeted solutions and relationship management.
• Demonstrated expertise in Treasury Management products, including how clients utilize and integrate these solutions within their operational systems.

• Mentor and support the development of junior team members.
• Participate in Treasury Management initiatives and projects.
• Manage client portfolios, call plans, and sales pipeline independently.
• Demonstrates strong independent problem-solving skills

• Leverage Salesforce for tracking client interactions and pipeline management

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview

How you’ll succeed

• Business Development – Develop new client relationships through referrals from relationship managers and by leveraging existing client connections. Actively monitor and manage these relationships by fully understanding each client’s goals, objectives, and business status.
• Treasury Management – Work with clients to design treasury management solutions that address collections, disbursements, fraud prevention, commercial card needs, and incorporate liquidity strategies. Provide direct coverage and manage a portfolio of commercial clients.
• Collaborate –Success is driven by working closely with Implementation, Service, and Product teams to deliver the best possible client experience.

Who you are

• You have demonstrated experience. You have experience in Commercial Banking Cash Management working with clients with complex cash management needs, proven business development skills, and highly developed negotiating skills.
• You put our clients first. You have well-developed client and relationship management skills. You engage with the purpose of finding the right solutions.
• You have a Bachelor’s degree in Business, Finance, Accounting, Marketing, or related field
• You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
• You have business and financial concepts to effectively articulate the cash management value proposition, as it relates to the impact on financial statements
• Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

Requirements;  Minimum 8+ years of experience in Treasury Management Sales.

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What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and 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.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IL-120 S LaSalle St

Employment Type

Regular

Weekly Hours

40

Skills

Budgeting, Business Banking, Cash Management, Client Service, Financial Advising, Group Problem Solving, Management Planning, Market Trends, People Management, Results-Oriented