Analyst, Client Onboarding

5 months ago

Halifax, Canada CIBC Full time

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 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 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.
- 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._
- This role is open to locations throughout Nova Scotia, New Brunswick, PEI and Newfoundland.
- 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 from mixed commercial segments (IB / MM / ABL / Leverage Finance / REFD / Innovation Banking) 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 w

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