Analyst, Client Onboarding & Service - Bilingual

As a member of the Client Onboarding & Service team, you will be an integral component of Commercial Banking and part of a team of specialized professionals who create value for business clients by understanding their transaction and cash management needs with a view to architecting and delivering integrated cash flow and treasury management solutions.

As the Analyst, Client Onboarding & Service you will be accountable to perform after sales service support   Commercial banking customers, both internal and external, understanding the client needs and taking responsibility for the execution of cash management solution requests. You will provide relevant recommendations when appropriate while acting as a key interface to internal partners to facilitate cash management solution onboarding that proactively meets clients’ needs

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

• Relationship Building – As a project manager the Analyst, Client Onboarding & Service will lead and manage the transition effort while collaborating with the team identified to support it. The execution process involves coordinating people and resources, as well as managing and tracking the project, while identifying and mitigating potential issues in a timely proactive manner. This job interacts on a regular basis with internal partners including Cash Management Sales, Relationship Managers, the Business Client Centre, Commercial banking product management, CIBC’s vendors, INTRIA, Retail Operations, and the branch network.

• Implementation & Transitioning – Coordinate new and existing client transitions and implementations, acting as the crucial point of contact, to ensure a proper transition from the other financial institution by working directly with clients to gather relevant information to execute the onboarding request. Provide clients with the required documentation/agreements to be executed to implement the requested cash management solution. Follow up and maintain communication throughout the transition with all partners to ensure that clients’ cash management solutions need are delivered in a timely and seamless manner.

• Operational Support – 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 to respond to client needs promptly and suitably.

• Business Development – Identify, through the analysis process and client dealings, other potential sales and/or service improvement opportunities and refer potential sales to appropriate client relationship/cash manager sales managers. Recognize business risk elements of situations being handled, involving the appropriate supervisors or business partners as early as possible. Contribute to the business unit’s goal of continuous improvement by identifying areas to enhance the client experience or resolve challenges.

Who you are

• You have some experience in CIBC cash management products and services. Your experience in our products and services as well as our processes and procedures will allow you to successfully support our clients as they transition to CIBC.  Your knowledge of banking procedures and the organizational structure of partners who help support the effective delivery of cash management solutions (i.e., the branch network, data centers, currency operations, central treasury, cash control and centralized back-office units across Canada) is an asset. 

• You're digitally savvy. You have strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint, as well as the ability to quickly learn proprietary software applications supporting the origination and cash management sales process.

• You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do. You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.

• Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.

• You're fluent in French and English to serve our clients in the community.