Analyst, Client onboarding and sales support - Commercial Banking - Montreal - Bilingual
Analyst, Client onboarding and sales support - Commercial Banking - Montreal - Bilingual
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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 youll be doing
As a member of the Client onboarding & Sales Support 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 & Sales Support 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 youll succeed
Relationship Building As a project manager the Analyst Client onboarding & Sales Supportwill 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 Contact Centre Commercial banking product management CIBCs 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 units goal of continuous improvement by identifying areas to enhance the client experience or resolve challenges.
Who you are
You can demonstrate your experience and your developed knowledge of CIBC cash management products and services offerings including the processes and procedures necessary to implement products and services required to transition clients to CIBC effectively. 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).
Youre 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 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. Youre 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.
Youre fluent in French and English to serve our clients in the community.
What CIBC Offers
At CIBC your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career rather than just a paycheck.
We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation please contact
You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation coding French proficiency MS Office). Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.
Job Location
Mont-1155 Rene Levesque 3rdEmployment Type
RegularWeekly Hours
37.5Skills
Active Listening Budget Preparation Client Service Customer Experience (CX) File Maintenance Interpersonal Communication Presentation PreparationsRequired Experience:
IC
Employment Type
Full-Time
