Workflow Coordinator T500-23699

Position: Workflow Coordinator [T500-23699]
About CIBC India
CIBC India is a technology and operations hub in Hyderabad, where you’ll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether you’re driving innovation in digital banking or streamlining client onboarding, you’ll be part of a culture recognized for excellence and investment in people. At CIBC India, people and progress are at the center of what we do: you’ll develop skills, collaborate with industry leaders, and see your ideas realized in a culture that values progress and belonging.

We provide cutting-edge resources, ongoing learning, and a supportive environment where people come first. If you’re ready to create meaningful change and build your future, CIBC India is where your ambition meets opportunity.

What You’ll Be Doing (Position Summary):
The  Workflow Coordinator  is responsible for monitoring and managing inbound fax and email queues, ensuring timely and accurate distribution of client requests to the appropriate teams within the Business Contact Centre (BCC). This role is critical in supporting efficient workflow operations, maintaining service standards, and contributing to client satisfaction by ensuring requests are processed promptly and accurately.
At CIBC India we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (including on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed (Responsibilities):
Monitor inbound Rightfax queues and Outlook email boxes for incoming client communications.
Distribute incoming faxes and emails through case requests in Salesforce to flow to the appropriate BCC team within defined turnaround times.
Attach documentation to existing service requests and update systems to track status.
Escalate high-volume or urgent requests to the Supervisor, Workflow or relevant BCC department as needed.
Regularly review Rightfax alerts to ensure all items are addressed promptly.
Communicate with BCC teams to clarify and accurately route client requests.
Stay updated on special handling procedures and client-specific requirements.
Prevent duplication of client requests to avoid errors and dissatisfaction.
Identify and recommend routine process improvements to enhance efficiency.
Adhere to BCC Key Performance Indicator standards, processes, and policies.

Experience:

1+ years of experience.
Who You Are (Skills / Qualifications):
Must Have

Skills:

Bachelor's degree in business, Finance, or a related field preferred; equivalent work experience may be considered.
1+ years of experience in operations processing or a related function within financial services.
Familiarity with workflow management systems (e.g., Rightfax, Client Connect) is an asset.
Proficiency in English (written and verbal).
Proficiency with Rightfax and Salesforce software or similar workflow management tools.
Strong keyboarding skills and attention to detail for accurate data input.
Ability to comprehend and interpret written client requests.
Effective written and verbal communication skills.
Analytical and problem-solving abilities to identify workflow improvements.
Ability to work collaboratively with cross-functional teams.

What CIBC India Offers:
At CIBC India, your goals are a priority. We start with your strengths and ambitions and strive to create opportunities to tap into your potential. We aspire to give you a career that goes well beyond your compensation.
We work to recognize you in meaningful, personalized ways including competitive fixed pay, performance-based incentive programs, a family-first benefits program, employer contributions for your retirement, attractive time off and leave offerings, wellbeing support, and Moment Makers, 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 worldwide
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.

Privacy:
By proceeding with the creation of a profile and submitting an application in response to this job posting, you acknowledge and agree that your personal data will be collected, used, retained and disclosed by CIBC India and its affiliates, as described in the  Candidate Privacy Statement .