Client Onboarding Manager responsible for the technical onboarding journey from Sales handover to go - live. Collaborating with clients and internal teams at Your Bourse to ensure smooth launches.
About the role
- Analyst supporting onboarding and sales service in Commercial Banking for clients. Ensuring accurate account maintenance and establishing strong client relationships within CIBC.
Responsibilities
- support clients within your portfolio on all day-to-day service and support requests
- onboard new Commercial Banking clients
- perform after-sales service support to Commercial Banking customers
- maintain relationships with various internal and external stakeholders
- coordinate and execute account maintenance and cash management solution requests
- act as the main point of contact for an assigned base of clients
- coordinate changes to account information and existing Cash Management products
- provide clients with required documentation to implement account & cash management solutions
Requirements
- developed knowledge of Cash Management products and services
- knowledge of CIBC processes and groups
- strong communication skills
- well-developed written and verbal communication skills
- developed interpersonal relations to establish and maintain relationships
- ability to manage multiple activities with varying levels of complexity
- well-developed judgment, decision making and problem solving skills
- values of trust, teamwork and accountability
Benefits
- competitive compensation
- banking benefit*
- wellbeing support
- employee and family assistance programs
- MomentMakers, our social, points-based recognition program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Customer Onboarding Analyst conducting training sessions for clients on the platform functionalities in São Paulo, ensuring understanding and successful implementation of services.
Client Onboarding Specialist at Talos managing technical onboarding for institutional clients and trading counterparties. Driving seamless connectivity and successful deployment of trading infrastructure.
Client Onboarding Specialist managing client onboarding and technical integrations for institutional clients. Working at Talos, a company providing trading technology for digital asset markets.
Customer Onboarding Specialist providing software training to hotel customers across Europe via screenshare, chat, and phone. Engage and inform to enhance customer understanding of products.
Senior Onboarding Specialist managing onboarding journeys for global customers at Verto. Focusing on compliance within international regulations and emerging markets.
Senior Associate overseeing end - to - end client onboarding processes for Vistra's offshore funds business. Driving compliance and enhancing onboarding experience while collaborating with internal and external stakeholders.
Onboarding Manager leading customer onboarding for Nory, a restaurant management system startup. Collaborating across teams to ensure seamless onboarding for SMB customers.
Client Ops & Onboarding Specialist handling client onboarding and support for Respondology's social engagement platform. Working directly with clients to troubleshoot and resolve onboarding issues.
Onboarding Coordinator at Lumary responsible for client experience and training during onboarding. Ensures quick adaptation to the software and facilitates training for new users.