Analyst, Client Onboarding & Service (Cash Management)

Location: Winnipeg, Manitoba, Canada; hybrid arrangement with 3 days per week on-site and the remaining days remote

Company

CIBC provides relationship-oriented banking and global transaction banking solutions, including tailored cash management services.

What you will do

• Act as a primary contact for assigned commercial banking clients, responding to account, entitlement, product, and service inquiries.
• Lead onboarding and implementation requests for new legal entities and cash management products, serving as the client’s single point of contact.
• Coordinate account information, signing authority, and cash management product changes while tracking outstanding requests and escalating overdue items.
• Collect AML/KYC information and setup details, using existing internal information and documentation to reduce unnecessary client touch points.
• Work with Cash Managers, Relationship Managers, the Business Contact Centre, and internal partners to support clients and refer cross-sell opportunities.

Requirements

• Knowledge of cash management products, services, implementation processes, and procedures.
• Basic knowledge of Cash Management Online, eCIF, Management Information Facility, and security documentation processes.
• Strong written and verbal communication, interpersonal, client service, judgment, decision-making, and problem-solving skills.
• Ability to manage multiple complex activities under tight time constraints with a high level of accuracy.
• Proficiency with Microsoft Office, including Excel and PowerPoint.
• A Bachelor’s degree or equivalent in Business, Finance, Accounting, or a related field is preferred. You must be legally eligible to work in Canada at the specified location.

Culture & Benefits

• Hybrid work environment with flexibility to manage work activities across on-site and remote days.
• 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.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible candidate experience with recognition through the MomentMakers program.

Hiring process

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