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4 дня назад

Treasury Management Sales Associate

61 500 - 67 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Treasury Management Sales Associate (Treasury Management): Developing treasury management expertise while supporting Advisors, maintaining client portfolios, and preparing cash management proposals with an accent on product knowledge, process accuracy, and client collaboration. Focus on analyzing account structures, generating proformas and proposals, supporting implementation and service processes, and prioritizing complex daily assignments.

Location: Chicago, IL; hybrid schedule with a minimum of 3–4 days per week in-office. Applicants must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Salary: $61,500–$67,000 per year, based on experience, qualifications, and location. Additional incentive compensation may apply.

Company

CIBC is a relationship-oriented bank providing treasury management and cash management services to business clients.

What you will do

  • Complete formal treasury management training, job shadowing, product sessions, and systems and process training.
  • Develop expertise in account structures, structure rebuilds, treasury management reviews, proformas, proposals, implementation, service cases, and analysis.
  • Support the portfolio maintenance needs of one or more Treasury Management Advisors.
  • Participate in client calls and meetings, including occasional local or national in-person calls.
  • Assist with projects that improve Treasury Management team operations and client service.
  • Organize and prioritize short- and long-term assignments, follow-ups, daily responsibilities, and urgent requests.

Requirements

  • Bachelor’s degree.
  • 1–2 years of professional experience.
  • Working knowledge of Microsoft Excel, PowerPoint, and Outlook.
  • Clear professional oral and written communication skills.
  • Strong accountability, attention to detail, organization, accuracy, timeliness, and prioritization skills.
  • Legal eligibility to work in the United States at the specified Chicago location; a valid work or study permit is required where applicable.

Nice to have

  • Coursework or prior experience in sales, marketing, or communications.
  • Experience with treasury management systems such as Insight, XAA, SalesForce, D1 BST, or BIC.

Culture & Benefits

  • Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
  • Paid time off, including sick leave, parental leave, vacation, and holidays.
  • 401(k), banking benefits, incentive pay, and a competitive rewards program.
  • Wellbeing support and employee recognition programs.
  • Paid Purpose Day for personal growth and development.
  • Inclusive and accessible working environment.

Hiring process

  • An attribute-based assessment and other skills tests may be required, including Microsoft Office or simulation assessments.
  • The process includes opportunities for candidates to demonstrate their skills and learn more about CIBC.

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