Private Banking Client Services Manager

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 at work. Our 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.com

Lead team of Associate Private Bankers who provide service support to a team of Private Bankers and their portfolio of HNW and UHNW clients.

• Lead team to partner with Private Banker to service their HNW and UHNW Clients.
• Lead team to partner with the clients, bankers and internal Operations teams to ensure requests are processed and handled correctly.
• Lead team to prepare new deposit account and loan documentation paperwork.
• Ensure team maintains client folder.
• Ensure team properly executes the paperwork required to open and close accounts and all servicing transaction.
• Ensure team works with Clients on research questions and document collection.
• Manage money movement requests, this includes, deposits, withdraws, advances, payments, ACH wires.
• Project management and support, including taking an active role in projects.
• Lead team to follow all policies and procedures accurately.
• Assist with reporting and clearing of exceptions.

Desired Experience & Knowledge

• 7+ years of related experience; preferably in private banking.
• Leadership experience in a fast-paced corporate setting with demonstrated ability to coach and mentor.
• Experience delivering an exceptional client experience to HNW and UHNW clients.
• Solid understanding of loan and deposit solutions.
• Strong operational mindset and passionate about quality.
• Ability to understand complex regulations, policies and procedures and ensure team’s compliance to mitigate risk and protect the Bank.
• Proven project management skills.
• Exceptional written and oral communication skills.
• Formal credit training a plus.
• Ability to effectively relay information/metrics with partners across the Bank.

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.  

What you need to know

• 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 we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• 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.

Expected End Date

2023-12-31

Job Location

IL-120 S LaSalle St

Employment Type

Regular

Weekly Hours

40

Skills

Accountability, Business Monitoring, Client Relationship Management, Conflict Resolutions, Customer Queries, Ensure Compliance, Hiring, Human Resources (HR), Leadership, Policy Procedures, Prioritization, Retail Credit