Sr. Specialist, Operations Management

Posted 9 Days Ago
Be an Early Applicant
Illinois
70K-85K Annually
Entry level
Fintech • Payments • Financial Services
The Role
The Sr. Specialist, Operations Management at CIBC will analyze data for quality assurance, support banking centre employees with estate matters, and streamline operational processes while ensuring client satisfaction. The role requires technical knowledge to navigate various systems and manage day-to-day operations effectively.
Summary Generated by Built In

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 Specialist, Operations Management demonstrates strong technical and system knowledge to review and analyze data to ensure quality assurance of transactions and maintain customer satisfaction. KYC experience is required for this position. In addition, the role assists in the management of day-to-day operation and overall efficiency of the unit, while seeking opportunities to streamline existing processes and procedures.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, 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

  • Collaborative & Strong Communicator - Work collaboratively with Banking Centre employees and support Executors and estate beneficiaries on all aspects of the estate of a deceased client. Comfortable with phone conversations and phone etiquette.

  • Client-Focused - Escalate to banking Centre employees all issues that may impact the ongoing client relationship. Develop strong relationships with banking Centre employees to build sustained confidence in order to improve the overall client experience during what could be a very difficult and sensitive time in the client’s life.

  • System Savvy - Able to navigate many varied systems and is technically savvy. Examples of systems used in this role: COINS, ECIF, CORFAX, CORE, ADP Broadridge.

  • Knowledge of products - an asset if you are familiar with any CIBC products; bank accounts; credit cards; lending; investments; mortgages, etc.

  • Multi-Tasker - experienced with multi-tasking and working in fast-paced, often-changing environment. Experience working in a team where processes and procedures are changing and updating.

  • Detail Oriented - Complete all necessary activities related to the processing of all parts of an estate. Act as the Subject Matter Expert on dealing with the estate of a client and the various product requirements to settle the deceased client’s estate

Who You Are

  • You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

  • You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.

  • You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

  • You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.

  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $70,000 - $85,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.

California residents — your privacy rights regarding your actual or prospective employment 

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 [email protected]

  • 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-Illinois - Virtual

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Business Operations, Customer Service, Operations Management, Operations Support, Prioritization, Process Improvements, Technical Knowledge

The Company
HQ: Toronto, Ontario
43,351 Employees
On-site Workplace

What We Do

CIBC is here to help all our clients reach their goals.

We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.

With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.

This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.

La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.

Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.

Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.

Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada

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