Analyst, Client onboarding

Analyst, Client onboarding & Sales Support page is loaded Analyst, Client onboarding & Sales Support Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2409400

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

As an Analyst in the Client onboarding & Sales Support Team, your primary focus will involve supporting clients within your portfolio on all day-to-day service and support requests. You will be accountable to successfully onboard new Commercial Banking / Private Banking clients and perform after-sales service support to customers, both internal and external, understanding the client needs and taking responsibility for the coordination and execution of account maintenance and cash management solution requests, providing relevant recommendations when appropriate while acting as a key interface to internal partners in order to facilitate solutions that proactively meets clients’ needs. You will actively be engaged in maintaining relationships with various internal and external stakeholders with a key focus on streamlining and simplifying the client experience.

As a key extended member of the relationship team, you will help strengthen new and existing client relationships and will help drive CIBC’s value proposition. You will ensure all interactions with clients and internal stakeholders contain information that is accurate and complete. You will also ensure dealings with assigned clients involve prompt responses to questions, enquiries or issues in order to provide best in class service.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 2 days per week on-site, while other days will be remote.

How You’ll Succeed

• Client Service - As an integral member of the client deal team, act as the main point of contact for an assigned base of clients on general support inquiries and requests. Work closely with Relationship Managers, Cash Managers and other internal stakeholders to support client requests. Work with clients directly to help answer commonly asked questions and inquiries on items such as account inquiries, account entitlements, capabilities of products, services and more.
• Account Support – Coordinate changes to account information and signing authorities as well as changes to existing Cash Management products. Identify opportunities for cross-selling and further client penetration/increase in share of wallet. Maintain an organized record of requests to measure the progress of outstanding/overdue items and provide clients/internal stakeholders, with updates on the status of requests. Follow up with internal groups on outstanding requests to ensure timely completion of overdue items.
• Onboarding – Coordinate and lead requests that involve onboarding a new legal entity for new and existing CIBC clients as well as new cash management product implementations. Provide clients with the required documentation to be executed in order to implement the requested account & cash management solution(s). Follow up and maintain communication throughout the transition with all partners to ensure that clients’ solutions are delivered in a timely and seamless manner. Interpret, validate and obtain the required information to complete the necessary implementation forms for internal and external client requests. Ensure all mandatory documentation such as Product Legal Agreements, and signed Payment Product Settlement Limit documentation (with supporting evidence of credit existence) are received prior to proceeding with the transition.

Who You Are

• You have developed knowledge of Cash Management products and services, including the processes and procedures necessary to implement products and services. You have basic knowledge of CIBC processes and groups, and of Cash Management Online, eCIF, and Management Information Facility (MIF) as well as knowledge of account and AML documentation and processes for preparation.
• You have strong communication skills. You have well-developed written and verbal communication skills sufficient to provide clear information to colleagues and clients while conveying messages of varying complexities in a professional manner. You have developed interpersonal relations to establish and maintain relationships with clients, business partners and colleagues.
• You have the ability to manage multiple activities with varying levels of complexity under tight time constraints and without errors.
• You have well-developed judgment, decision making and problem solving skills with the ability to interpret/adapt procedures and/or approaches to issues or concerns. You have the ability to generate solutions and decide quickly on courses of action, while achieving desired objectives, with the aim of both fulfilling clients’ needs and strengthening the bank’s position as an industry leader.
• 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 aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, 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.

• 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.

*Subject to plan and 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

• 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 .

Job Location

Toronto-81 Bay, 10th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Budget Preparation, Client Relationship Management, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations Similar Jobs (2) Senior Analyst, Client onboarding & Sales Support locations 2 Locations time type Full time posted on Posted 3 Days Ago Associate, Client Data Onboarding Coordinating Steward locations Toronto, ON time type Full time posted on Posted 9 Days Ago

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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