Cibc Analyst, Client On-boarding and Sales Support
4 weeks ago
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
What you’ll be doing
As an Analyst in the Client Sales Support and Onboarding 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 clients and perform after-sales service support to Commercial Banking 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.
In addition, the incumbent will collaborate with Cash Managers, Relationship Managers and other internal stakeholders when referring cross-sell opportunities. As a key extended member of the relationship team, the incumbent will help strengthen new and existing client relationships and will help drive CIBC’s value proposition. The incumbent will ensure all interactions with clients and internal stakeholders contain information that is accurate and complete, reducing the need for duplicate touch points. Furthermore, the incumbent will 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. 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- Work closely with BCC, Internal Partners, Cash Managers and Relationship Managers to support client requests and ongoing activity. As an integral member of the client deal team, act as the main point of contact for clients on all day-to-day requests. Coordinate changes to account information and signing authorities. Coordinate changes to existing Cash Management products. Provide updates to clients that are following up on outstanding requests. 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, acting as the central point of contact and ensuring all relevant information is collected and documented accurately to promote straight through processing amongst all internal teams involved. Provide clients with the required documentation/agreements 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. Regularly update knowledge of internal (i.e. new products, procedures and organizational changes) and external (i.e. technology, regulatory changes) developments in order to respond to client needs promptly and suitably. Ensure compliance with all SLAs (internal and external) by proactively managing requests with appropriate partners. Leading and managing onboarding requests with support from your team leader or internal partners, as necessary.- Portfolio dimensions: (a) 2/3 or more of portfolio comprised of low complexity and 1/3 or less of portfolio comprised of high complexity and (b) Lighter/heavier portfolio dependent on market.Identify and recognize sales opportunities and refer them to appropriate partners to further client penetration/increase in share of wallet. By way of dealing with high-touch clients and as a core member of the relationship team, team members are tasked with regularly engaging with clients on the phone to address requests/questions/concerns to provide an elevated level of service.- Support assigned Clients, Cash and/or Relationship Managers in Commercial Banking by: Acting as a primary contact for an assigned base of clients from mixed commercial segments (IB / MM / ABL / Leverage Finance / REFD / Innovation Banking) on g
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