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Analyst, Client Onboarding and Service

CIBC
Vancouver, CAN
Full Time
Entry
Hybrid
1 weeks ago
Cash ManagementClient ServiceCommunicationAnalytical ThinkingMicrosoft OfficeRelationship Management
Free

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Cash ManagementClient ServiceCommunication
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What You'll Be Doing

  • As an Analyst in the Client Onboarding & Service Team, your primary focus will involve supporting clients within your portfolio on all day to day service and support requests.
  • You will collaborate with Cash Managers, Relationship Managers and other internal stakeholders when referring cross sell opportunities.

How You'll Succeed Client Service

  • Act as a primary contact for an assigned base of clients from mixed commercial segments on general support inquiries and requests.
  • Exercise a client centric approach by promoting efficiency, accuracy and responsiveness when leading the process of onboarding new legal entities or implementing Cash Management products.

How You'll Succeed Account Support

  • Coordinate changes to account information and signing authorities, as well as coordinating changes to existing Cash Management products.
  • Maintain an organized record of requests to measure progress of outstanding/overdue items.
  • Lead the end to end process for new onboarding and implementation requests by acting as the single point of contact.
  • Collect AML/KYC information for onboarding purposes.

How You'll Succeed Relationship Building

  • Work closely with the Business Contact Centre, Internal Partners, Cash Managers and Relationship Managers to support client requests and ongoing activity.

Who You Are

  • You have developed knowledge of Cash Management products and services, including processes and procedures necessary to implement products and services.
  • You have strong communication skills.
  • You are results oriented with ability to manage multiple activities under tight time constraints.
  • You put clients first with well developed client and relationship management skills.
  • You're proficient with Microsoft Office suite.
  • A Bachelor's or equivalent degree in Business, Finance, Accounting, or related field is preferred.

What CIBC Offers

  • Competitive salary, incentive pay, banking benefits, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers recognition program.
  • Purpose Day: a paid day off dedicated for you to invest in your growth and development.

What You Need To Know

  • CIBC is committed to creating an inclusive environment.
  • You need to be legally eligible to work at the location(s) specified.
  • We may ask you to complete an attribute based assessment and other skills test.
  • We use artificial intelligence tools during the recruitment process.

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