What you’ll be doing

Our Client Onboarding & Service team supports Commercial Banking clients by delivering a seamless, professional, and integrated end-to-end onboarding and service experience. As Director, Client Onboarding & Service, you'll lead a high-performing team responsible for overseeing onboarding execution, managing escalations, and helping ensure a consistent and positive client experience across Canada. You'll work closely with internal partners to strengthen processes, support the delivery of client solutions, and improve coordination across teams. You'll also help drive operational excellence by balancing service, risk management, and business priorities while identifying opportunities to enhance the client experience. Through your leadership, coaching, and strategic direction, you'll build team capability and support our goal of delivering exceptional client relationships. 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

- Leadership - Lead and coach a high-performing Client Onboarding & Service team to deliver a seamless, professional, and integrated end-to-end experience for Commercial Banking clients.
- Create an inclusive environment focused on accountability, accuracy, consistency, and strong employee engagement.
- Client Experience - Act as a senior point of contact for client and team escalations, ensuring issues are resolved promptly and professionally. Help ensure client expectations and service targets are consistently met through responsive support and a strong focus on relationship management.
- Business Partnership - Partner closely with sales,



relationship management, and internal stakeholders to provide onboarding and implementation insights, support client solutions, and improve coordination across teams. Contribute expertise that helps strengthen the overall client experience and identify opportunities to deepen client relationships.
- Operational Excellence - Oversee onboarding and service activities to ensure processes are executed effectively, accurately, and in alignment with risk management and business standards. Identify opportunities to improve workflows, support straight-through processing, and enhance overall team effectiveness.
- Strategic Improvement - Use trends, feedback, and root cause analysis to identify opportunities for process improvement and service enhancement. Partner across the business to implement changes that improve onboarding quality, efficiency, and consistency.
- People Development - Build team and individual capability through coaching, development planning, and clear performance expectations. Provide timely feedback, recognize contributions, and support employees in developing the skills needed to succeed now and over time.

Who you are

- You are a caring and accountable leader. You're passionate about developing and coaching to bring out the best in people. You have experience leading diverse teams and creating an inclusive, high‑performing work workplace.




- You have relevant experience. You bring significant experience in client onboarding, client service, relationship management, and/or operational leadership within financial services. Experience supporting Commercial Banking clients and cash management, treasury, or related commercial banking solutions is strongly preferred.
- You know that details matter. You have a strong understanding of procedures, controls, and risk management concepts, and you use sound judgment to ensure quality, accuracy, and compliance in a complex environment.
- You put our clients first. You have well‑developed client and relationship management skills and know how to build trust through meaningful interactions. You engage with purpose to find the right solutions and deliver a strong client experience. Your influence makes a difference. You build strong partnerships across teams and use your expertise to drive collaboration, improve processes, and support successful client outcomes.
- You can demonstrate experience in Microsoft Office, including Excel and PowerPoint. It’s an asset if you have experience with onboarding, treasury, cash management, or related client servicing platforms and processes.
- You have a degree/diploma in Business, Finance, Accounting, or a related field. It's an asset if you have a Master of Business Administration (MBA) or a relevant financial designation.
- You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
- You're fluent in French and English to serve our clients in the community.

What CIBC Offers

At CIBC, your goals are a priority. We start with

📌 Director, Client Onboarding (Montreal)
🏢 CIBC
📍 Montreal