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Analyst, Client Sales Support
Company | CIBC |
Address | Kitchener, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Banking |
Expires | 2023-06-16 |
Posted at | 11 months ago |
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
- Account Support - Coordinate changes to account information and signing authorities, as well as coordinating changes to existing Cash Management products. Ensure submissions to partners are full and complete, in an effort to reduce repetitive touch points both internally, with clients and with partners. Maintain an organized record of requests to measure the progress of outstanding/overdue items and providing clients/internal stakeholders, with updates on the status of requests. Follow up with internal groups on outstanding requests, escalating to members in Client Sales Support or partner groups as necessary, to ensure timely completion of overdue items. Identify areas for cross-sell opportunities and subsequently, engage Cash Managers to drive incremental growth opportunities.
- Relationship Building - Work closely with the Business Contact Centre (BCC), Internal Partners, Cash Managers and Relationship Managers to support client requests and ongoing activity, and to collaborate when referring cross-sell opportunities.
- Client Service - As an integral member of the client deal team, act as a primary contact for an assigned base of clients from mixed commercial segments (IB / MM / ABL / Leverage Finance / REFD / Innovation Banking) on general support inquiries and requests. This will include working with clients directly to help answer commonly asked questions and inquiries on items such account inquiries, account entitlements, capabilities of products, services and providing updates to clients that are following up on outstanding requests.
- You are results-oriented. You have the ability to manage multiple activities with varying levels of complexity under tight time constraints without errors. You have well-developed judgment, decision making and problem solving skills with the ability to generate solutions and decide quickly on courses of action, while achieving desired objectives.
- Education You've Completed. A Bachelors or equivalent degree in Business, Finance, Accounting, or related field is preferred.
- Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
- You have strong communication skills. You have well-developed written and verbal communication skills sufficient to provide clear information to colleagues and clients while conveying messages of varying complexities in a professional manner. You have developed interpersonal relations to establish and maintain relationships with clients, business partners and colleagues.
- You put our clients first. You have well-developed client and relationship management skills. You engage with purpose to find the right solutions.
- You’re proficient with Microsoft Office suite. You have a strong command of software such as Excel, Powerpoint.
- Experiences you bring. You have developed knowledge of Cash Management products and services, including the processes and procedures necessary to implement products and services. You have basic knowledge of Cash Management Online, eCIF, and Management Information Facility (MIF), as well as knowledge of security documentation and process for preparation.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program.
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
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