Analyst, Client Onboarding & Service
Role Overview
Supports commercial banking customers with after-sales service and execution of cash management solution requests.
Works with clients and internal partners to onboard and transition cash management solutions.
Key Skills for This Role
Full Job Posting
Role overview
Supports commercial banking customers with after-sales service and execution of cash management solution requests.
Works with clients and internal partners to onboard and transition cash management solutions.
Key duties
- Coordinate and manage client transitions and implementations, gather information, and serve as a key point of contact.
- Provide required documentation and agreements and keep clients and partners informed throughout transitions.
- Interpret and validate information and complete implementation forms for client requests.
- Confirm required legal agreements and signed payment product settlement limit documentation are received before transitions proceed.
- Coordinate people, resources, and project tracking; proactively identify and mitigate issues.
- Identify potential sales and service improvements, refer sales opportunities, recognize business risks, and help improve client experience.
Candidate profile
- Demonstrated knowledge and experience with CIBC cash management products, services, and implementation processes.
- Knowledge of banking procedures and the internal partners involved in cash management delivery.
- Strong technical skills with Microsoft Office, particularly Excel, Word, and PowerPoint.
- Ability to learn proprietary software applications quickly.
Work arrangement
- The proportion of on-site and remote work will be discussed during the interview.
About CIBC
CIBC describes itself as a relationship-oriented bank focused on doing what is right for clients.
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