Analyst, Client Onboarding and Service

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  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 Global Transaction Banking is committed to providing an outstanding client experience through tailored cash management solutions. As an Analyst in the Client Onboarding & Service Team, your primary focus will involve supporting clients within your portfolio on all day‑to‑day service and support requests. You will actively maintain relationships with various internal and external stakeholders, focusing on streamlining and simplifying the client experience, and collaborate with Cash Managers, Relationship Managers and other stakeholders to identify cross‑sell opportunities.

• Client Service – Act as the primary contact for an assigned base of clients from mixed commercial segments (IB / MM / ABL / Leverage Finance / REFD / Innovation Banking) on general support inquiries. Assist clients with account inquiries, entitlements, product capabilities, and provide timely updates on outstanding requests. Lead onboarding of new legal entities and implementation of Cash Management products, ensuring a client‑centric approach.
• Account Support – Coordinate changes to account information and signing authorities, and to existing Cash Management products. Ensure complete submissions to partners, maintain organized records of requests, follow up with internal groups, and escalate overdue items as needed. Identify cross‑sell opportunities and engage Cash Managers to drive incremental growth. Lead the end‑to‑end onboarding and implementation process, collecting AML/KYC information and setting up new services efficiently.
• 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 collaborate when referring cross‑sell opportunities.

• Developed knowledge of Cash Management products and services, including the processes and procedures necessary to implement products and services.
• Basic knowledge of Cash Management Online, eCIF, and Management Information Facility (MIF), and understanding of security documentation and preparation processes.
• Strong communication skills – written and verbal, able to convey messages of varying complexity professionally.
• Interpersonal relations skills that establish and maintain relationships with clients, business partners and colleagues.
• Results‑oriented with the ability to manage multiple activities under tight time constraints without errors.
• Well‑developed judgment, decision‑making and problem‑solving skills, capable of generating solutions and deciding quickly on courses of action.
• Client‑first mindset with strong client and relationship management skills.
• Proficiency with Microsoft Office suite, especially Excel and PowerPoint.

Bachelor’s or equivalent degree in Business, Finance, Accounting, or a related field is preferred.

• Analytical Thinking
• Cash Management
• Ensure Compliance
• Portfolio Reviews
• Proposal Writing
• Researching
• Risk Management

• Competitive salary and incentive pay
• Banking benefits and a benefits program
• Defined benefit pension plan
• Employee Share Purchase Plan
• Vacation offering
• Wellbeing support
• Moment Makers recognition program
• Purpose Day – a paid day off dedicated to your growth and development

Job Location:

Vancouver – 400 Burrard St, 7th floor

Employment Type:

Regular

Weekly

Hours:

37.5

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 provide an accessible candidate experience. If you need accommodation, please contact Mailb 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 tests (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.