Director, Client Onboarding & Sales Support
Director, Client Onboarding & Sales Support
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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
CIBC Global Transaction Banking is committed to providing an outstanding client experience through tailored cash management solutions. We have made significant investments in our banking and cash management technology over the last few years in support of providing our clients with leading solutions.
The Director Client Sales Support is accountable for driving the future vision of the Client Sales Support team by continuously reviewing processes capabilities industry trends and best practices. Accountable for identifying key areas of improvement and additional accountabilities and responsibilities to provide best in class support to clients and relationship teams. The incumbent will provide leadership and guidance to people leaders to enable delivery of solutions and ongoing client support. Responsible for creating tools and procedures aimed at tracking and enhancing team productivity and streaming delivery of client solutions.
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
Leadership - Manage a provincial pool of Senior Managers and Managers and their teams with a diversified portfolio of assigned clients from mixed commercial segments (IB / MM / ABL / LF/ REFD /Innovation Banking) on general support inquiries and requests based in the GTA. Provide guidance and support to people leaders identifying key training enhancement areas. Create an environment aimed at promoting accuracy and completeness to enable straight through processing for partner SBUs. Establish a culture that fosters identification of opportunities for cross-sell and further client penetration.
Partner and Client Relationships - Developing strong relationship with Commercial Banking and Large Corporate sales team back office support team branch networks to leverage knowledge and expertise in the development of new processes and/or resolution of client issues. Strong relationship management communication and presentations skills when presenting material to senior executives employees and partners/client groups.
Client Escalation - Working directly with clients to address escalated issues ensuring prompt resolution as well as investigation of root cause using results to inform development of strategic initiatives
Strategic Initiatives - Support the Senior Director in maintaining a comprehensive competitive review to ensure best-in class approach and practices. Partner with Market Leaders to support the achievement of strategic initiatives and create tools and procedural material aimed at process improvement data collection and tracking etc. In consultation with senior leaders determine business goals/initiatives understand client and business needs and review data to make decisions and drive success.
Who You Are
You are a caring and accountable leader. Youre passionate about developing and coaching to bring out the best in people.
You can demonstrate experience. You have a minimum of 5 years professional experience in a relationship management and leadership position and/or process background. You can demonstrate previous experience dealing with commercial or large corporate clients that involve high levels of Cash Management/Treasury. You have strong business acumen. You have strong understanding of procedures and risk management concepts to understand articulate and comply with bank standards as it relates to client requests and cash management services and products. Youre digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends. Youre proficient with Microsoft Office suite. You have a strong command of software such as Excel Powerpoint.
You put our clients first. You have well-developed client and relationship management skills. You engage with purpose to find the right solutions. Youre driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
You have a Bachelors or equivalent degree in Business Finance Accounting or related field. MBA and other financial designations are assets.
Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.
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
Toronto-81 Bay 10th FloorEmployment Type
RegularWeekly Hours
37.5Skills
Cash Management Customer Relationship Management (CRM) Technical KnowledgeRequired Experience:
Director
Employment Type
Full-Time
