Consultant, Professional Services at CIBC Trust Reporting to the Director of Professional Services, the role involves responsibility for new business acceptance, review of policies and procedures, and compliance with regulatory requirements. Immediate & Deferred New Business

Daily monitor the New Business Mailbox, reviewing submissions for completeness, accuracy and risk identification. Respond to sales queries on new business, procedures and policies. Track approved and declined business and provide senior management with trend analysis. Identify gaps for training opportunities and process improvements. Participate in projects related to strategic sales initiatives. Policies & Procedures Review

Maintain a schedule of reviews for all CIBC Trust policies and procedures. Assist in updates and creation of new policies. Risk Management, Regulatory & Compliance

Assist with monitoring compliance with policies and procedures. Review cash balance/overdraft reporting ...