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

Referral operational Specialist is responsible to ensure the efficient, accurate, and compliant processing of referrals by validating, tracking, and reporting high-volume referrals using multiple platforms. The role continually evolves to incorporate new referral flows and sources, supporting CIBC’s strategic business objectives and maintaining superior data integrity and client experience.

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely and will only be required to be on-site on an occasional basis. 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

• Referral review & validation- Efficiently review a large volume of referrals each week to ensure segment alignment and completeness across multiple platforms. Align referrals as required, ensuring clear documentation, audit notes, and traceability

• Data quality & SLA monitoring- Validate referrals each month, monitor outcomes and SLA adherence, and perform reconciliation and spot checks. Generate daily operational reports, maintain SLA watchlists, and escalate issues for process improvement

• Exception management- Identify, track, and resolve data discrepancies and exceptions and support integration of additional referral flows and sources, collaborating on process improvements and system enhancements

• Cross-Functional collaboration and relationship - Liaise with internal teams (e.g., Personal Banking, Imperial Service, Mobile Advice, Analytics, Business Operations) to resolve referral issues and enhance process efficiency and communicate effectively to senior leaders and across all levels to ensure timely information flow and issue resolution

• Maintain confidentiality and accountability of documents and information that may be of a highly sensitive nature

Who you are

• Working knowledge of CIBC’s business activities, and organization structure.

• Good communication and interpersonal skills - interact with a wide range of individuals in a wide range of situations, which usually requires tact, diplomacy, discretion, Initiative and self-managing skills to be able to work independently with minimal direction and to respond effectively to issues that arise.

• Strong technical skills in software packages such as Microsoft Word, Power Point, Excel, Outlook, desktop publishing etc., as well as various types of office equipment with excellent problem-solving skills with ability to identify the source of problems and strong time management skills and ability to manage multiple tasks at one time.

• Ability to work under pressure and meet established service levels and deadlines and pay close attention to accuracy and detail and experience with banking center operations.

• Proficiency in French language is an asset

• 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.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.

• You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, 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.

*Subject to program terms and conditions

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 Mailbox.careers-carrieres@cibc.com

• 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.

Expected End Date

2027-07-30

Job Location

Toronto-81 Bay, 24th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Operations, Customer Service, Operations Management, Prioritization, Quality Assurance (QA), Technical Knowledge