SBA Specialist - Client Support (Small Business Lending)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Chicago, Illinois, United States; IL-Chicago, 120 S LaSalle St Fl 6. The work arrangement and proportion of onsite and remote work will be discussed during the interview. Candidates must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.
Salary: $75,000–$85,000 annual base salary, based on experience, qualifications, and location. Incentive compensation and a discretionary bonus may also be available.
Company
is a relationship-oriented commercial bank providing Business Banking, cash management, and treasury solutions for business clients.
What you will do
- Provide after-sales service support to internal and external Business Banking customers and manage cash management solution requests.
- Coordinate new and existing client transitions and implementations, serving as the primary point of contact throughout onboarding.
- Gather client information and documentation, prepare implementation forms and agreements, and ensure mandatory materials are completed before transition.
- Coordinate people, resources, internal partners, vendors, and branch teams while tracking projects and mitigating issues proactively.
- Identify sales referrals, service improvement opportunities, business risks, and ways to improve the client experience.
- Maintain knowledge of cash management products, banking procedures, technology, regulatory changes, and organizational processes.
Requirements
- Developed knowledge of CIBC cash management products, services, implementation processes, banking procedures, and supporting partner structures.
- Strong technical skills with Microsoft Office, particularly Excel, Word, and PowerPoint, plus the ability to learn proprietary applications.
- Experience interpreting, validating, and obtaining information for implementation forms, legal agreements, payment product settlement limits, and loan documentation.
- Ability to investigate complex problems, interpret detailed information, communicate clearly, and make appropriate recommendations.
- Strong client-service, relationship-building, collaboration, accountability, and risk-identification skills.
- Legal eligibility to work in the United States at the specified Chicago location is required.
Culture & Benefits
- Inclusive environment focused on trust, teamwork, accountability, and accessible candidate experiences.
- Medical, dental, vision, health savings account, life, disability, and other insurance plans.
- Paid time off including sick leave, parental leave, vacation, and holidays.
- 401(k), banking benefits, incentive pay, wellbeing support, and employee recognition programs.
- Paid Purpose Day and opportunities for professional growth and development.
Hiring process
- An attribute-based assessment and skills tests such as simulation, coding, or Microsoft Office testing may be required.
- Work arrangement details will be discussed during the interview.
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