Supply Chain Planning Analyst at Intel optimizing supply chain processes and collaborating across teams. Developing planning schedules and forecasts to ensure timely delivery and inventory alignment.
About the role
- CIBC Business Banking Analyst supporting clients with after-sales service and account management. Collaborating with internal partners and ensuring service excellence in a fast-paced environment.
Responsibilities
- Support our Business Banking clients and internal partners directly on all after-sales related activities including account maintenance requests, day-to-day service inquiries, and ad hoc administrative activities
- Work closely with the client to understand their business requests and needs while taking responsibility for execution and providing relevant recommendations
- Facilitate solutions that proactively meet clients’ needs and validate Digital Business Onboarding (DBO) applications for all Business Banking, Personal Banking and Imperial Service segments.
- Engage with clients and/or internal partners via phone, email and video conferencing to coordinate and execute changes to account information, signing authorities and existing Cash Management products
- Demonstrate service excellence by being knowledgeable, resourceful and professional during all client interactions and record servicing activities in appropriate tool(s) accurately
- Offer solutions, resolve and/or escalate client issues and concerns to leadership and/or appropriate parties without delays
- Support any non-sales calling campaigns and administrative activities including call-outs to existing clients in support of initiatives, projects, and AML remediations among others
- Accurately capture and validate clients’ financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures
- Exercise appropriate due diligence prior to making credit recommendations and similarly prior to completion of any product sales
- Ensure that all internal interactions with clients reflect the standards prescribed by CIBC policies and procedures
Requirements
- 1-2 years’ experience in a professional, fast-paced sales and service environment preferably in a financial and client service industry or Client Contact Centre
- Well developed knowledge of business products and services (lending, cash management solutions, GICs and banking centre services)
- Fluency in French and English to serve our clients in the community
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; paid day off for growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Business Banking Analyst at CIBC assisting clients with banking solutions and digital onboarding needs. Collaborating across teams to ensure excellent customer service in a remote environment.
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