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Added 1 hour ago
B
Customer Service Representative
BMO
Toronto, ON
- Part-time
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Added 2 hours ago
A
Sales Development Representative Manager
Autocash.ai
Canada
- Full-time
Our AI-powered SaaS platform connects with banks and financial systems to provide real-time insights and automation for treasury and finance teams. By helping companies improve cash…
Added 5 hours ago
MH
Finance Assistant Manager
Mitsui High-tec (Canada), Inc.
Brantford, ON
- $80,000 to $85,000 CAD / year
- Full-time
…to expand our operations and are seeking a Finance Assistant Manager to join our team. This is an exciting opportunity to become part of a global organization at the forefront of innovative…
Added 6 hours ago
Paralegal & Manager, Compliance
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
…highest standards of integrity? We are looking for a Paralegal & Manager, Compliance to join our Canadian Legal team in an exciting dual…
Added 10 hours ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Cold Lake, AB
- Full-time
Act as the representative of the project director or project manager, within DCC delegated signing authority
Added 10 hours ago
DC
Coordinator, Project Management
Defence Construction Canada
Cold Lake, AB
- Full-time
Act as the representative of the project director or project manager, as required and within DCC delegated signing authority
Added 10 hours ago
DC
Technical Specialist, Project Management (Project Assistant)
Defence Construction Canada
Petawawa, ON
- Full-time
Act as the representative of the project director or project manager, within DCC delegated signing authority
Added 10 hours ago
B
Sr. Financial Analyst
Brookfield
Toronto, ON
- Full-time
Prepare and post journal entries for manager/corporation entities
Added 11 hours ago
F
Senior Product Manager, Financial Infrastructure
Float
Remote, Canada
- Full-time
- Remote
We're hiring a Senior Product Manager to own the rails that move money into, out of and across Float: financial ledgering, financial accounts, payment rails (EFT, wires, ACH, cross-border…
Added 11 hours ago
AC
Senior Financial Reporting Analyst
Aston Carter
Mississauga, ON
- $100,000 to $110,000 CAD / year
- Full-time
…reviews and approval processes Assist with cash management and treasury related activities Partner with the Accounting Manager on ad hoc projects and process improvements Support audit…
Added 13 hours ago
B
Manager, Corporate Finance Operations
BCI
Victoria, BC · CA Victoria
- Full-time
Join BCI’s Finance team in Victoria, BC, as Manager, Corporate Finance Operations. This key leadership role will help shape the future of finance operations by leading a high-performing…
Added 13 hours ago
HC
Treasury Funding Associate
Hyundai Capital Canada
Toronto, ON
- $52,000 to $78,000 CAD / year
- Full-time
Position Details: Reporting to the Manager, Treasury Funding as an integral part of the HCCA Treasury team, the Treasury Funding Associate is charged with maintaining medium and long-term…
Added 13 hours ago
B
Manager, Corporate Finance Operations
BCI
Victoria, BC
- $125,000 to $150,000 CAD / year
- Full-time
Join BCI’s Finance team in Victoria, BC, as Manager, Corporate Finance Operations. This key leadership role will help shape the future of finance operations by leading a high-performing…
Added 14 hours ago
VI
Senior Project Manager
VLink Inc
Victoria, BC
- $95 to $100 CAD / hour
- Contract
We are looking for an experienced Project Manager to lead a government-wide payment card infrastructure transition from. The project covers payment processing across government ministries,…
Added 14 hours ago
Senior Financial Analyst (Grants)
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Reporting to the Manager, Treasury, the Senior Financial Analyst, Grants will serve as the finance lead for the centralized grants function and support senior management and act as the…
Added 15 hours ago
BA
Sr. Financial Analyst
Brookfield Asset Management
Toronto, ON · Brookfield Place
- Full-time
Prepare and post journal entries for manager/corporation entities
Added 15 hours ago
B
représentant en service client
BMO
Joliette, QC
- Part-time
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Added 15 hours ago
B
Personal Banker
BMO
Rosemère, QC
- Full-time
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Added 15 hours ago
GR
Senior Manager Finance Operations
Goldbeck Recruiting
Abbotsford, BC
- $130,000 to $150,000 CAD / year
- Full-time
We’re partnering with a successful, growing organization in Abbotsford to recruit a Senior Manager, Finance Transformation. Reporting to the CFO, this is a unique opportunity combining…
Added 15 hours ago
BC
ATIP Specialist
Build Canada Homes | Maisons Canada
ON · Ontario, Canada
- Full-time
Analyzes, research, and reviews documents for disclosure in accordance with the ATIP legislation, Treasury Board policies, and guidelines, and jurisprudence.
Added 15 hours ago
IG
Transformation Program Manager
Insight Global
Toronto, ON
- $70 to $90 CAD / hour
- Contract
Our banking client is seeking a senior Transformation Program Manager to lead large-scale transformation initiatives across Client Onboarding and Client Servicing teams within Treasury &…
Added 15 hours ago
E
Accounting Manager, CPA must
Exceleris
Sainte-Anne-de-Bellevue, QC
- Full-time
Oversee AP, AR, fixed assets, inventory and treasury activities.
Added 15 hours ago
UO
Finance Partner
University of Alberta
Edmonton, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 15 hours ago
UO
Finance Partner
University of Alberta
Camrose, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 16 hours ago
C
Analyst, Client Onboarding & Service
CIBC
Toronto, ON
- Full-time
…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…

CIBC

Analyst, Client Onboarding & Service

Toronto, ON, Canada

Full-time

Apply About employer

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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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