Small Business Onboarding Specialist at Xero guiding new customers in their early onboarding journey. Blending consultative sales with hands - on product demonstrations.
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
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