Senior Analyst, Client Onboarding and Sales Support

CIBC; Toronto; On-site; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation and wellbeing support

Job summary

A leading financial services provider is seeking a Senior Analyst for Client Onboarding and Sales Support in Toronto. You will play a crucial role in helping clients transition to CIBC, ensuring customer satisfaction through effective communication and support. Ideal candidates will possess strong analytical skills and a client-focused mindset, with knowledge of cash management products. This full-time position offers competitive salary and benefits, fostering a culture of trust and inclusion.

Qualifications

• Proven knowledge of CIBC cash management products and services.
• Ability to quickly learn proprietary software applications.
• Values of trust, teamwork, and accountability.

Responsibilities

• Lead and manage the transition effort for clients.
• Coordinate new and existing client transitions.
• Interpret and validate information for implementation forms.
• Identify potential sales and service improvement opportunities.

Skills

Client-focused mindset

Strong technical skills with Microsoft Office

Analytical thinking

Collaborative team player

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Senior Analyst, Client Onboarding and Sales Support

Join to apply for the Senior Analyst, Client Onboarding and Sales Support role at CIBCWe’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.

To learn more about CIBC, please visit CIBC.com.

What You’ll Be Doing

As a member of the Commercial banking team, you will be an integral component of Business 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 Client Solutions Specialist, you will be accountable to perform after‑sales service support to Business 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.

How You’ll Succeed

• Relationship Building: Lead and manage the transition effort while collaborating with the team identified to support it, coordinating people and resources, managing and tracking the project, and identifying and mitigating potential issues proactively. Interact with internal partners including Cash Management Sales, Relationship Managers, Business Contact Centre, Business Banking product management, CIBC’s 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, ensuring a proper transition from other financial institutions, gathering relevant information, providing required documentation, and following up and maintaining communication throughout the transition.
• Operational Support: Interpret, validate, and obtain the required information to complete necessary implementation forms for internal and external client requests, ensure all mandatory documentation is received prior to proceeding, and regularly update knowledge of internal and external developments to respond to client needs promptly and suitably.
• Business Development: Identify potential sales and/or service improvement opportunities, refer potential sales, recognize business risk elements, and contribute to continuous improvement by identifying areas to enhance the client experience or resolve challenges.

Who You Are

• Proven knowledge of CIBC cash management products and services offerings, including processes and procedures necessary to implement products and services required to transition clients to CIBC effectively.
• Strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint, and ability to quickly learn proprietary software applications.
• Client‑focused mindset; go the extra mile to find the right solutions.
• Collaborative team player who understands the power of an inclusive team and enjoys working together to bring a shared vision to life.
• Analytical thinker who enjoys investigating complex problems and communicating detailed information in an impactful way.
• Values of trust, teamwork, and accountability.

What CIBC Offers

• Competitive salary, incentive pay, benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and MomentMakers recognition program.
• Technology and tools that make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• Purpose Day and a paid day off dedicated for 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; accommodations available.
• CIBC is committed to clarity in the hiring process; all roles posted are actively recruiting unless stated otherwise.
• Legal eligibility to work at the specified location and a valid work or study permit is required.
• Attribute‑based assessment and other skills tests may be requested.
• Artificial intelligence tools are used in the recruitment process; the goal is to learn more about you.

Job Location: Toronto—81 Bay, 10th Floor

Employment Type: Regular (Full‑time)

Weekly Hours: 37.5

Skills: Customer Experience (CX), Customer Service

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