Analyst, Client Onboarding & Service - Bilingual (Fintech)

Location: Montréal, QC, Canada. The proportion of on-site and remote work will be discussed during the interview. 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, cash management, and treasury management solutions for business clients.

What you will do

• Support commercial banking clients with after-sales service and cash management solution requests.
• Lead and coordinate client transitions and implementations, managing people, resources, timelines, and potential issues.
• Act as the main contact for clients and internal partners throughout the onboarding process.
• Gather client information and documentation, prepare implementation forms and agreements, and verify completion before transitions proceed.
• Identify sales and service improvement opportunities, refer potential sales, and escalate business risks appropriately.
• Contribute to continuous improvements that enhance the client experience and resolve operational challenges.

Requirements

• Experience with CIBC cash management products, services, processes, and procedures.
• Knowledge of banking procedures and the partners supporting cash management solution delivery across Canada.
• Strong technical skills with Microsoft Office, particularly Excel, Word, and PowerPoint, and the ability to learn proprietary applications quickly.
• Experience investigating complex problems, interpreting information, and communicating detailed findings effectively.
• Fluency in French and English is required to serve clients in the community.
• Legal eligibility to work in Canada is required; a valid work or study permit may be required where applicable.

Culture & Benefits

• Inclusive environment focused on trust, teamwork, accountability, and client-first service.
• Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
• Defined benefit pension plan and employee share purchase plan, subject to program terms.
• Vacation offering, wellbeing support, and a social recognition program.
• Paid Purpose Day for personal growth and development.

Hiring process

• May include an attribute-based assessment and skills tests, including simulation or French proficiency testing.
• Artificial intelligence tools may be used during the recruitment process.