8 дней назад
Analyst, Client Onboarding & Service (Commercial Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Analyst, Client Onboarding & Service (Commercial Banking): Coordinating client transitions, onboarding, and after-sales support for integrated cash management solutions with an accent on documentation, implementation accuracy, and cross-functional coordination. Focus on managing implementation projects, validating operational requirements, identifying risks, and improving the commercial banking client experience.
Location: Toronto, ON; legal eligibility to work at the specified location is required, with a valid work or study permit where applicable.
Company
is a relationship-oriented bank providing commercial banking, cash management, and treasury solutions for business clients.
What you will do
- Coordinate new and existing client transitions and implementations for cash management solutions.
- Act as the main contact for clients and internal partners throughout onboarding and transition activities.
- Collect, interpret, validate, and maintain client information and required implementation documentation.
- Coordinate people and resources, track project progress, and identify and mitigate issues proactively.
- Provide after-sales service support and recommendations for commercial banking clients.
- Identify sales opportunities, business risks, and improvements to the client experience.
Requirements
- Experience and knowledge of cash management products, services, implementation processes, and banking procedures.
- Knowledge of internal partners and operating units supporting cash management delivery across Canada.
- Strong technical skills with Microsoft Office, particularly Excel, Word, and PowerPoint.
- Ability to learn proprietary software used in sales origination and cash management processes.
- Strong client-service, interpersonal communication, analytical, and problem-solving skills.
- Legal eligibility to work in Toronto and a valid work or study permit where applicable.
Culture & Benefits
- Inclusive environment with an accessible candidate experience.
- Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
- Defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support.
- Professional development opportunities, including a paid Purpose Day.
- The work arrangement and proportion of on-site and remote work will be discussed during the interview.
Hiring process
- Applications may include an attribute-based assessment and other skills tests, such as simulation, coding, or French proficiency testing.
- Artificial intelligence tools may be used during recruitment.
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