Manager & Team Lead, Client Onboarding & Sales
1 month 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
- Job Description
- What You’ll Be Doing- As the Manager & Team Lead, Client onboarding & Sales Support you will be accountable for providing leadership and guidance to analysts to enable delivery of seamless value-added solutions, ongoing client support and onboarding. You will lead a regional pool of analysts, who will act as extensions of the relationship team to provide solutions and ongoing support on client inquiries, as well as ensuring clients experience a professional onboarding, while maintaining effective relationship management and maximizing cash management revenue in Canada.- You will interact with clients as needed to provide client service, provide advice where needed, assist with escalations and provide seamless onboarding. You will set an example of the direct report and the broader group showing great relationship and client values.- 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- Leadership - Manage a dedicated regional pool of analysts with a diversified portfolio of assigned clients from mixed segments (IB / MM / ABL / Leverage Finance / REFD / Innovation Banking) on general support inquiries and requests. Become a primary point of contact for escalations for clients and market team leaders. Create an environment aimed at promoting accuracy and completeness to enable straight through processing for partner SBUs. Establish a culture that fosters identification of opportunities for cross-sell and further client penetration. Build team and individual capability to ensure employees are capable of performing at/or developing to job requirement standards. Manage performance by providing fair and accurate feedback, emphasizing employee strengths, and clarifying performance expectations. Create a positive work environment where employee contribution is recognized and employee related issues are addressed in a consistent manner.
- Client Support - Interact with clients as needed to answer questions, assist with escalations and help address needs or concerns. Ensure client expectations and promoter score targets are consistently met and exceeded. Provide guidance and support to analysts, identifying key training enhancement areas. Working directly with clients to address escalated issues ensuring prompt resolution as well as investigation of root cause, using results to inform development of strategic initiatives
- Onboarding - Oversee all aspects of client onboarding and build and leverage relationships with clients as well as internal and external partners. Provide regular communication to the National Senior Director on key issues affecting efficient and effective client onboarding, potential areas of operational risk, inadequate controls, processes that result in sub-optimal client experience as well as corresponding recommendations and proposals to improve same. Utilize project management methodology by identifying all roles and responsibilities as well as governing accountabilities while managing critical paths to coordinate/manage the onboarding project from end-to-end.
- 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 strong relationship management and presentation skills when presenting material to senior executives, employees and partners/client groups.
- 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 excellent interpersonal and communication skills sufficient to deal with sensitive or moderately conflict filled situations.
- You have strong leadership skills, with proven ability to effectively manage people.
- You have well-developed impact and influence and relationship management skills in order to obtain buy-in or when promoting new/modified solutions.
- You have the ability to manage multiple activities with varying levels of complexity under tight time constraints without errors.
- You have well-developed judgment, decision making and problem solving skills with ability to
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