Analyst, Client Onboarding & Service - CIBC Commercial Banking - Bilingual

CIBC•Montreal, QC

6d•Hybrid

About The Position

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

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.
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.
Fluent in French and English.

Nice To Haves

Experience in our products and services as well as our processes and procedures.
Knowledge of the branch network, data centers, currency operations, central treasury, cash control and centralized back-office units across Canada.
Experience as a project manager leading and managing transition efforts.
Coordinating people and resources, as well as managing and tracking projects.
Identifying and mitigating potential issues in a timely proactive manner.
Interacting 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.
Experience with clients transitioning from other financial institutions.
Experience with Product Legal Agreements, and signed Payment Product Settlement Limit documentation.
Keeping up-to-date with internal (i.e., new products, procedures, and organizational changes) and external (i.e., technology, regulatory changes) developments.
Engaging with the purpose of finding the right solutions.
Going the extra mile because it is the right thing to do.
Driven by collective success and understanding the power of an inclusive team.
Enjoying investigating complex problems and making sense of information.
Confident in the ability to communicate detailed information in an impactful way.
Bringing your real self to work, and living values – trust, teamwork, and accountability.

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.
Work directly with clients to gather relevant information to execute the onboarding request.
Provide clients with the required documentation/agreements to be implemented.
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 are received prior to proceeding with the transition.
Regularly update knowledge of internal and external developments to respond to client needs promptly and suitably.
Identify 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.