Senior Manager & Team Lead, Client onboarding & Sales Support

CIBC; Calgary; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading bank seeks a Senior Manager & Team Lead to enhance client onboarding and sales support through effective leadership. You will oversee a team, manage key accounts, and ensure excellent client experiences. This role demands strong relationship-building skills and a solid background in commercial banking, aiming to foster a culture of teamwork and accountability.

Benefits

Competitive salary and incentive pay

Banking benefits and pension plan

Employee share purchase plan

Vacation offering and wellbeing support

Paid development and growth initiatives

Qualifications

• Minimum 2 years’ experience in commercial banking relationship management.
• Strong understanding of cash management and treasury services.
• Proficient with Microsoft Office applications.

Responsibilities

• Manage a regional team focused on client support and service.
• Interact with clients to address needs and provide solutions.
• Develop strong relationships with internal teams for client success.

Skills

Active Listening

Budget Management

Business Banking

Cash Flow Analysis

Client Service

Customer Experience (CX)

Financial Statement Analysis

Operational Efficiency

People Management

Work Collaboratively

Education

Bachelor's degree in Business, Finance, Accounting, or related field

MBA or other financial designations

Tools

Microsoft Office Suite

Excel

PowerPoint

Job description

Join to apply for the Senior Manager & Team Lead, Client onboarding & Sales Support role at CIBC

2 days ago Be among the first 25 applicants

Join to apply for the Senior Manager & Team Lead, Client onboarding & Sales Support role at CIBC

We’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

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.

As the Senior Manager & Team Lead, Client onboarding & Sales Support, you will be responsible for providing leadership and guidance to a team that may include Senior Analysts and Analysts to enable delivery of seamless, value-added solutions and ongoing client support. You will also manage a portfolio of key accounts. You will lead a regional team, who will act as extensions of the relationship team to provide solutions and ongoing support on client inquiries and operational requests. You will interact with clients as needed to provide client service, provide advice where needed, assist with escalations and help address needs or concerns. You will set an example of the direct report and the broader group showing great relationship and client values.

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 You’ll Succeed

• Client Support- Interact with clients as needed to answer questions, assist with escalations and help address needs or concerns. Ensure client expectations and promoter score targets are consistently met and exceeded. Provide guidance and support to analysts, identifying key training enhancement areas.
• Leadership - Manage a dedicated regional team that may consist of Senior Analysts and Analysts with a diversified portfolio of assigned clients from mixed commercial segments (IB/MM/ABL/LF/REFS/Innovation Banking) on general support inquiries and requests based in [Region]. Establish a culture that fosters identification of opportunities for cross-sell and further client penetration.
• Relationship Building – 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.
  
  

Who You Are

• You are a bold and authentic leader. You're passionate about developing and coaching to bring out the best in people.
• Experiences you bring. You have a minimum of 2 years’ professional experience in a commercial banking relationship management and/or sales position. 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.
• You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
• You put our clients first. You have well-developed client and relationship management skills. You engage with purpose to find the right solutions.
• You’re proficient with Microsoft Office suite. You have a strong command of software such as Excel, Powerpoint.
• Education You've Completed. You have a minimum of 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 [e-mail]
• 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

Calgary-855 2nd St, SW, 8th FL

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Budget Management, Business Banking, Cash Flow Analysis, Client Service, Customer Experience (CX), Financial Statement Analysis, Operational Efficiency, People Management, Work Collaboratively

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking

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