Analyst, Client Onboarding & Service (Fintech)

Location: Vancouver, BC, Canada; hybrid arrangement with 2 days per week on-site and the remaining days remote. Other listed location: Winnipeg, MB. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.

Company

CIBC is a relationship-oriented bank providing Commercial Banking and cash management services.

What you will do

• Support an assigned portfolio of Commercial Banking clients with day-to-day service requests, account inquiries, product capabilities, and other questions.
• Coordinate account information, signing authority, and existing cash management product changes while tracking outstanding requests and following up with internal groups.
• Identify opportunities for cross-selling and increasing client share of wallet.
• Coordinate and lead onboarding for new legal entities and new cash management product implementations.
• Prepare, validate, and obtain implementation information and documentation, including Product Legal Agreements and Payment Product Settlement Limit documentation with supporting evidence of credit existence.
• Work with Relationship Managers, Cash Managers, internal partners, and clients to deliver accurate, complete, timely, and seamless solutions.

Requirements

• Knowledge of Cash Management products and services, including the processes and procedures required to implement them.
• Basic knowledge of CIBC processes and internal groups, Cash Management Online, eCIF, and Management Information Facility (MIF).
• Knowledge of account and AML documentation and preparation processes.
• Strong written and verbal communication skills for conveying information of varying complexity professionally.
• Interpersonal skills to establish and maintain relationships with clients, business partners, and colleagues.
• Ability to manage multiple activities with varying levels of complexity under tight time constraints and without errors.
• Well-developed judgment, decision-making, and problem-solving skills, including the ability to interpret and adapt procedures or approaches.
• Ability to generate solutions and make timely decisions that fulfill client needs and support the bank's objectives.
• High standards, genuine care for relationships, and alignment with the employer's values.

Culture & Benefits

• Hybrid work arrangement with flexibility to manage work activities.
• Competitive salary, incentive pay, banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and points-based recognition.
• Technological tools and collaborative workspaces designed to support innovative client solutions.
• Purpose Day, a paid day off for personal growth and development.
• Inclusive and accessible candidate and workplace experience.

Hiring process

• Recruitment may include an attribute-based assessment and other skills tests, such as simulation, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during the recruitment process.