CASA Indexing Processor, BCC

What Youll Be Doing (position summary):

The CASA Indexing Processor is responsible for verifying, classifying, and indexing Business Account documents related to signing authorities, while ensuring compliance with internal signing authority controls

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):

CROSS-FUNCTIONAL RELATIONSHIPS:

• Receive imaged documents and verify, correct, reject, delete, classify, and index them in accordance with the applicable procedures manual
• Process obsolete jobs and update document statuses accurately and in a timely manner
• Store documents in the appropriate location in accordance with Records Retention guidelines
• Ensure all assigned items are completed within established timelines and service expectations
• Perform additional duties as assigned, including projects related to data integrity, testing following technology enhancements, and quality assurance
• Collaborate with internal and external peers within the work unit to identify, discuss, and complete requests

COMPLIANCE REQUIREMENTS/RESPONSIBILITIES:

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

AUTHORITIES / DECISION RIGHTS:

DIMENSIONS:

Experience: 1+ years of experience

• 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
• Contribute to CIBCs compliance with internal and legislative requirements governing the documentation and information needed to support the operation of client accounts and other cash management products
• Support the service experience of Business Banking clients globally

Who You Are (skills/qualifications):

• Bachelors degree in Business, Finance, or a related field preferred; equivalent education and relevant work experience may be considered
• 1+ years of relevant experience in operations, document processing, business support, financial services, or a related field
• Understanding of basic corporate entity structures and experience working with registered business entities
• Strong judgment and problem-solving skills, with the ability to assess information, generate solutions, and make timely decisions during indexing activities
• Ability to interpret documents accurately and provide prompt, independent, and reliable responses

Must Have Skills:

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 centre 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 centre 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 centre 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.

• Working knowledge of basic corporate entity structures and registered business entities
• Strong problem-solving skills and the ability to make sound, timely decisions during indexing activities
• Ability to interpret documents accurately and respond independently with speed and precision
• Ability to multitask, prioritize, and organize work to ensure timely completion of assignments in a fast-paced environment
• Strong written and verbal communication skills, with the ability to clearly explain policies and procedures
• Ability to build strong working relationships with internal partners, including over the phone.

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.