Jobs and Careers
CI

Private Banking Client Services Manager

CIBC
IL-120 S LaSalle St, United States, United Statesfull_timeVerifiedPosted 18 Jun 2025
💰 $90,000/yr

About the role

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

What you’ll be doing


As a Private Banking Client Services Manager, you’ll lead a team of Client Support Advisors who support a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You’ll partner closely with Private Bankers to ensure clients receive exceptional service and operational support. Your team will handle all aspects of account servicing, documentation, and money movement, while ensuring accuracy, compliance, and a seamless client experience.

How you’ll succeed

  • Lead and support your team: Manage, coach, and mentor a team responsible for servicing a portfolio of HNW and UHNW clients. Ensure tasks are completed accurately and in alignment with internal policies and procedures.

  • Deliver exceptional service: Guide your team to maintain high-quality service across deposit and loan account documentation, onboarding, and ongoing client transactions.

  • Ensure operational excellence: Oversee all aspects of account servicing, including money movement, document collection, research inquiries, and exception reporting.

  • Drive collaboration: Partner across banking, operations, and compliance teams to deliver smooth, timely service and address client needs.

  • Support initiatives: Take an active role in projects, process improvements, and the development of service strategies that enhance the overall client experience.

Who you are

  • Experienced leader: You bring 7+ years of relevant experience, ideally in private banking, and have a proven ability to coach and mentor a team in a fast-paced environment.

  • Client-focused: You’ve delivered exceptional service to high-net-worth and ultra-high-net-worth clients and understand how to meet their unique needs.

  • Operationally strong: You have a solid understanding of both loan and deposit solutions, with a strong operational mindset and passion for quality.

  • Risk-aware: You’re comfortable interpreting complex regulations, policies, and procedures, and you ensure team compliance to protect the bank.

  • Effective communicator: You have exceptional written and oral communication skills and know how to clearly share information and metrics across partners.

  • Project-savvy: You have proven project management skills and are confident supporting and driving initiatives forward.

  • Well-rounded professional: Formal credit training is a plus and further supports your ability to lead and guide your team effectively.

What you need to succeed

  • A strong service orientation and dedication to client success.

  • The ability to lead and inspire a team supporting HNW/UHNW clients.

  • Operation

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Company

CIBC

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