Treasury Sales Advisor
Listed on 2026-10-08
-
Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
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 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
What you’ll be doingCIBC’s Commercial Banking Cash Management team helps businesses reach their full potential by delivering flexible cash management solutions, dedicated business expertise and timely advice to help our clients realize their goals. As a Manager, Cash Management, you will focus on the development and growth of a portfolio of treasury and cash management intensive companies by working with CEO’s, CFO’s and Treasurers to understand their business requirements and present cash management solutions to meet their needs.
You'll work directly with clients and prospects to perform needs analysis, develop solutions related to payments and transactions, and conclude the sale of the solution. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.
- Relationship building
- Make an impact in your community and show clients they’re appreciated by engaging in marketing and outreach activities. Actively monitor and manage the relationship with a client by fully understanding their goals, objectives and status of the client’s business. - Business development
- Develop new client relationships through your business development activities, leveraging referral sources, existing clients and centers of influence. Identify and actively call on prospective clients. - Teamwork
- Work with your team as well as other internal partners to connect clients with opportunities. Provide guidance for your clients by leveraging documentation of cash management solutions that meets their needs. Work with the Commercial Banking Relationship Managers and other internal partners to maximize sales opportunities. - Deliver solutions
- Proactively assess your clients’ treasury and cash management needs and propose solutions to deliver to meet those needs. Provide continued partnership and support to your clients through understanding their goals and objectives. Communicate with your clients in order to find the right solutions.
You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity. You can demonstrate experience in Commercial Banking cash management (at least 3 years). You have experience with treasury and cash management functions (payments & transactions) within mid-market and larger organizations. You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You have a degree/diploma in Business, Finance, Accounting or related field. It would be an asset if you have the Certified Treasury Professional (CTP) designation.
You bring your real self to work and you live our values - trust, teamwork, and accountability.
California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $130, 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 also may include a discretionary bonus component. CIBC offers a full range of benefits and programs…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).