Senior Analyst: Client Onboarding & 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

Job description

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.