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Added 12 mins ago
FS
School Bus Driver
First Student
Goderich, ON
- Part-time
Child-Ride-Along Program – a perfect opportunity for working parents
Added 12 mins ago
SC
barista - Store# 04288, STONE ROAD MALL INDIGO
Starbucks Coffee Company
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shift supervisor - Store# 20296, MONTROSE & MCLEOD
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Added 26 mins ago
UO
Electro-Optical Engineer Intern
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Engineer, BC
- Volunteer
You are viewing a preview of this job. Log in or register to view more details about this job.
Added 26 mins ago
A
Future Opportunities: Business Development Manager
Ayming
Toronto, ON
- Full-time
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Future Opportunities: SR&ED Consultant
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Cook 2 (Full Time) - YYZ Airport
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Senior Manager, Indirect Tax
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Added 26 mins ago
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DIRECTOR OF FINANCE
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Added 26 mins ago
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Added 27 mins ago
Retail Sales Associate
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Added 39 mins ago
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Added 42 mins ago
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Part Time Sales Associate - BOSS Store, Eaton Centre
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Added 44 mins ago
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Family Room Coordinator
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Added 56 mins ago
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Registered Nurse
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Registered Nurse
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Added 56 mins ago
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Health Care Aide
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…required. Self-direction within the scope and duties of the job required. To ensure your skills and qualifications are considered please attach a resume and cover letter with your…
Added 56 mins ago
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Licensed Practical Nurse
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…efficient care in accordance with all elements of the current job description for Licensed Practical Nurses and as defined by the College of Licensed Practical Nurses of Alberta (CLPNA)…
Added 56 mins ago
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Health Care Aide
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CIBC

Analyst, Client Onboarding & Service

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 21, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

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.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As a member of the Client Onboarding & Service team, you will be an integral component of Commercial Banking and part of a team of specialized professionals who create value for business clients by understanding their transaction and cash management needs with a view to architecting and delivering integrated cash flow and treasury management solutions. As the Analyst, Client Onboarding & Service, you will be accountable to perform after sales service support Commercial banking customers, both internal and external, understanding the client needs and taking responsibility for the execution of cash management solution requests. You will provide relevant recommendations when appropriate while acting as a key interface to internal partners to facilitate cash management solution onboarding that proactively meets clients’ needs.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

Relationship Building – As a project manager the Analyst, Client onboarding & Sales Support will lead and manage the transition effort while collaborating with the team identified to support it. The execution process involves coordinating people and resources, as well as managing and tracking the project, while identifying and mitigating potential issues in a timely proactive manner. This job interacts on a regular basis with internal partners including Cash Management Sales, Relationship Managers, the Business Contact Centre, Commercial banking product management, CIBC’s vendors, INTRIA, Retail Operations, and the branch network.
Implementation & Transitioning – Coordinate new and existing client transitions and implementations, acting as the crucial point of contact, to ensure a proper transition from the other financial institution by working directly with clients to gather relevant information to execute the onboarding request. Provide clients with the required documentation/agreements to be executed to implement the requested cash management solution. Follow up and maintain communication throughout the transition with all partners to ensure that clients’ cash management solutions need are delivered in a timely and seamless manner.
Operational Support – Interpret, validate and obtain the required information to complete the necessary implementation forms for internal and external client requests. Ensure all mandatory documentation such as Product Legal Agreements, and signed Payment Product Settlement Limit documentation (with supporting evidence of credit existence) are received prior to proceeding with the transition. Regularly update knowledge of internal (i.e., new products, procedures, and organizational changes) and external (i.e., technology, regulatory changes) developments to respond to client needs promptly and suitably.
Business Development – Identify, through the analysis process and client dealings, other potential sales and/or service improvement opportunities and refer potential sales to appropriate client relationship/cash manager sales managers. Recognize business risk elements of situations being handled, involving the appropriate supervisors or business partners as early as possible. Contribute to the business unit’s goal of continuous improvement by identifying areas to enhance the client experience or resolve challenges.

Who you are

You can demonstrate experience and your developed knowledge of CIBC cash management products and services offerings, including the processes and procedures necessary to implement products and services required to transition clients to CIBC effectively. Knowledge of banking procedures and the organizational structure of partners who help support the effective delivery of cash management solutions. (i.e., the branch network, data centers, currency operations, central treasury, cash control and centralized back-office units across Canada).
You're digitally savvy. You have strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint, as well as the ability to quickly learn proprietary software applications supporting the origination and cash management sales process.
You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do. You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
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.

*Subject to plan and program terms and conditions

What you need to know

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 Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Toronto-81 Bay, 10th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations

Apply About employer

More about this job

Responsibilities

The Analyst will manage the transition and implementation of cash management solutions for commercial banking clients while acting as a key interface for internal partners. They are responsible for gathering documentation, coordinating resources, and identifying service improvement opportunities to enhance the client experience.

Requirements

Candidates should have developed knowledge of cash management products, banking procedures, and organizational structures. Strong technical proficiency in Microsoft Office and the ability to learn proprietary software are required to effectively support the sales and onboarding process.

Skills

Client onboarding
Cash management
Treasury management
Relationship building
Project management
Implementation
Operational support
Business development
Banking procedures
Microsoft Office
Excel
Word
PowerPoint
Data analysis
Communication
Problem solving

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Commercial Banking
Cash Management
Treasury Management
Client Onboarding
Project Management
Relationship Management
Microsoft Office
Excel
Word
PowerPoint
Product Legal Agreements
Payment Product Settlement
Business Development
Risk Management
Financial Services
Transaction Banking
Client Experience
Operational Support
Banking Operations
Regulatory Changes

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