Overlay Portfolio Administrator (12 Month Contract)

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 Overlay demonstrates strong technical and system knowledge to review and analyze data to ensure quality assurance of transactions and maintain customer satisfaction. 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. Please note that this is a 12 month contract opportunity.

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.

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]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• 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 test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. 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.

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