Analyst, Client Onboarding & Service - Bilingual

CIBC • Montreal, QC

12d • Hybrid

About The Position

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.
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.

Requirements

• Some experience in CIBC cash management products and services.
• Experience in CIBC products and services as well as our processes and procedures.
• 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.
• Strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint.
• Ability to quickly learn proprietary software applications supporting the origination and cash management sales process.
• Engage with the purpose of finding the right solutions.
• Go the extra mile because it is the right thing to do.
• Driven by collective success.
• Understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
• Enjoy investigating complex problems and making sense of information.
• Confident in your ability to communicate detailed information in an impactful way.
• Bring your real self to work, and live our values – trust, teamwork, and accountability.
• Fluent in French and English to serve our clients in the community.

Nice To Haves

• Experience in CIBC cash management products and services.
• 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.

Responsibilities

• Perform after sales service support for Commercial banking customers, both internal and external.
• Understand client needs and take responsibility for the execution of cash management solution requests.
• Provide relevant recommendations when appropriate.
• Act as a key interface to internal partners to facilitate cash management solution onboarding that proactively meets clients’ needs.
• Coordinate new and existing client transitions and implementations, acting as the crucial point of contact.
• 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.
• 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.
• 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.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed