Client Service Advisor
On-siteChicago, Illinois, United States
Chicago, Illinois, United StatesOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Conduct client service and post-sales support while managing investment portfolios and transaction banking activities. Apply analytical thinking and cash flow analysis to deliver personalized banking solutions that align with client financial goals. Maintain deep product knowledge to ensure accurate advice across all client interactions. This role supports CIBC's mission to help clients achieve their financial objectives within a culture built on trust, teamwork, and accountability.
Required Qualifications
- 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.
- Skills: Analytical Thinking
- Skills: Cash Flow Analysis
- Skills: Client Service
- Skills: Customer Experience (CX)
- Skills: Investment Portfolios
- Skills: Post-Sales Support
- Skills: Product Knowledge
- Skills: Transaction Banking
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