What Youll Be Doing (position summary):

As an Account Processing Officer within our Operations team, you'll play a vital role in supporting client account transfers by coordinating with external firms and stakeholders. You'll be responsible for managing the end-to-end transfer process, ensuring timely and accurate communication regarding account statuses. Your day will involve making outbound telephone calls and sending emails to external firms to follow up on transfer requests, resolve outstanding issues, and provide updates to internal partners. You'll use your attention to detail and organizational skills to track progress, escalate delays, and maintain thorough records. This role is ideal for someone who thrives in a fast-paced environment and enjoys building collaborative relationships across organizations.

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 Youll Succeed (responsibilities):

KEY ACCOUNTABILITIES:

- Client Account Transfer Management Coordinate and monitor the progress of client account transfers, ensuring all requests are processed efficiently and accurately.
- External Communication Initiate and respond to telephone calls and emails with external firms to obtain status updates, resolve issues, and ensure timely completion of transfer requests.
- Issue Resolution Identify and troubleshoot any delays or discrepancies in the transfer process, escalating complex cases to the appropriate internal teams as needed.
- Documentation & Tracking Maintain comprehensive records of all communications and actions taken, ensuring compliance with CIBC policies and regulatory requirements.
- Collaboration Work closely with internal partners to provide updates, share information, and support the resolution of transfer-related inquiries.

CROSS-FUNCTIONAL RELATIONSHIPS:

- External Firms, Frontlines & Leaders of the supported SBUs and LOBs.

COMPLIANCE REQUIREMENTS/RESPONSIBILITIES:

- As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls.

AUTHORITIES/DECISION RIGHTS :

- As a key contributor to the business unit, this job has the authority to recommend changes to business processes to enhance operational efficiency and effectiveness.

JOB DIMENSIONS:





- Processes a high volume of financial and non-financial transactions across key systems and client accounts, ensuring all client information is accurately validated and compliant with established procedures.
- Collaborates with team members to maintain high standards of data entry, support process improvements, and contribute to operational excellence and superior client experience in a fast-paced environment.

Experience: 2+ 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
- 2+ years of experience in operations processing or a related function within financial services
- You have strong verbal and written communication skills, allowing you to interact confidently with external firms and internal partners.
- You consistently demonstrate accuracy in tracking and documenting account transfers and communications.
- Proficiency in English (written and verbal)
- Strong attention to detail and accuracy in data entry and transaction processing
- You can interpret data, identify trends or issues, and propose solutions to improve processes.
- Positive understanding of financial operations and client account servicing
- Effective teamwork and collaboration skills
- You thrive in a energetic environment, managing multiple priorities and deadlines with professionalism.
- Strong organizational and time management skills
- You demonstrate a proactive approach to problem-solving, have proven experience building relationships with external stakeholders, possess a track record of process improvement in operations, and show resilience in managing complex or high-volume workloads.
- You are comfortable using Microsoft Office applications (Excel, Outlook, Word) and have experience with financial account transfer platforms or related systems.

About CIBC:

CIBC is a leading North American bank, with a history of more than 150 years of living our purpose - to help make your ambition a reality.



Client relationships are at the center of our strategy, and our growth is enabled by a highly engaged and connected global team. From digital banking to community impact, were proud to drive progress for our clients and our communities. Recognized for our culture, award-winning innovation and community investment, CIBC continues to evolve by putting people and progress at the center of everything we do.

About CIBC India:

CIBC India is a technology and operations hub in Hyderabad, where youll be part of our highly engaged and global team, and play a central role in supporting our growth. Whether youre driving innovation in digital banking or streamlining client onboarding, youll 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: youll 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 youre ready to create meaningful change and build your future, CIBC India is where your ambition meets opportunity.

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 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 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.

📌 Account Processing Officer- Transfers (Hyderabad)
🏢 CIBC India
📍 Hyderabad