Private Banking Client Services Manager job opportunity at CIBC.

Home Jobs In United States Of America Tag: Job Private Banking Client Services Manager position at CIBC


DatePosted 18 Days Ago bot
CIBC Private Banking Client Services Manager
Experience: 7-years
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeAssociate
loacation Chicago, IL, United States Of America
loacation Chicago, IL....United States Of America

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 being positioned to support future expansion into areas such as account onboarding, ensuring accuracy, compliance, and a seamless, white-glove client experience. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote. How you'll Succeed Team leadership & oversight – 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. Operational excellence – Regularly assess existing processes and procedures to ensure they remain clear, effective, and aligned with operational realities. Identify gaps or inefficiencies and help author or update procedures, job aids, and workflows in partnership with key stakeholders. Oversee all aspects of account servicing, including money movement, document collection, research inquiries, and exception reporting, while identifying workflow inefficiencies and implementing sustainable process improvement. Client experience – Guide your team to maintain high-quality service across deposit and loan account documentation, onboarding, and ongoing client transactions. Collaboration & initiatives – Partner across banking, operations, and compliance teams to deliver smooth, timely service and address client needs, and ensure internal processes support consistent execution. Take an active role in projects, process improvements, and the development of service strategies that enhance the overall client experience. Service models & workflow optimization – Design, monitor, and continuously improve internal service workflows, task prioritization, and work distribution to ensure accuracy, timeliness, and scalability—particularly for work completed outside client interactions. You will need to demonstrate the ability to assess, redesign, and implement workflow and organizational changes that improve accuracy, efficiency, and team accountability Who you are You are experienced. You bring 7+ years of relevant experience, ideally in private banking, with demonstrated leadership responsibility and strong people management capabilities. You are a leader. You 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 . You are highly organized and process driven. You bring strong ability to structure work, manage competitive priorities, and design workflows that enable teams to operate efficiently and consistently. You are sound in judgement in process design. You know when procedures are fit for purpose and when they need to be refined. You are comfortable drafting, updating, and socializing procedures that improve clarity, execution, and risk alignment . You are 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. You are operationally strong. You have a solid understanding of loan and deposit operations and how back-office processes, documentation, and controls, impact the client experience, risk posture, and team effectiveness. You are risk-aware. You’re comfortable interpreting complex regulations, policies, and procedures, and you ensure team compliance to protect the bank. You are skilled in communication and project management. You have exceptional written and oral communication skills and know how to clearly share information and metrics across partners. You are project-savvy. You have proven project management skills and are confident supporting and driving initiatives forward. You are a well-rounded professional. Formal credit training is a plus and further supports your ability to lead and guide your team effectively. You are strongly service-oriented. You have a strong service orientation and dedication to client success. You are collaborative. You have a collaborative mindset to drive alignment across banking and operations teams. Subject to plan and program terms and conditions California residents — your privacy rights regarding your actual or prospective employment   At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $110,000 - 125,000 for the Chicago, IL market based on experience, qualifications, and location of the position.  The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays,  and 401(k), in addition to other special perks reserved for our team members.  Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. This position does not offer visa sponsorship. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions 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 . We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). 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. Job Location IL-120 S LaSalle St Employment Type Regular Weekly Hours 40 Skills Business Monitoring, Conflict Resolution, Customer Queries, Ensure Compliance, Policy Procedures, Prioritization, Retail Credit, Trade Control

Other Ai Matches

Sr. Manager, Application Development Applicants are expected to have a solid experience in handling Application Development related tasks
Financial Services Associate Applicants are expected to have a solid experience in handling Job related tasks
Financial Services Representative, Dollard-Des-Ormeaux Applicants are expected to have a solid experience in handling Dollard-Des-Ormeaux related tasks
CIBC - Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual Applicants are expected to have a solid experience in handling Investment Advisor - Wood Gundy - Montreal -Bilingual related tasks
Senior Manager, Product Marketing (Investments) Applicants are expected to have a solid experience in handling Product Marketing (Investments) related tasks
Consultant, Service Request Management (SRM) Applicants are expected to have a solid experience in handling Service Request Management (SRM) related tasks
Client Service Representative Applicants are expected to have a solid experience in handling Job related tasks
Contact Centre Representative (Credit Counsellor, Client Account Management) Applicants are expected to have a solid experience in handling Client Account Management) related tasks
Client Associate (IR Licensed) CIBC Wood Gundy Applicants are expected to have a solid experience in handling Job related tasks
Financial Advisor - CIRO-ID Applicants are expected to have a solid experience in handling Job related tasks
Client Associate (12 month contract) CIBC Wood Gundy Applicants are expected to have a solid experience in handling Job related tasks
Sr. Operations Collateral Specialist Applicants are expected to have a solid experience in handling Job related tasks
Sr. Consultant, Digital Analytics - Simplii Financial Applicants are expected to have a solid experience in handling Digital Analytics - Simplii Financial related tasks
Commercial Real Estate - Portfolio Coordinator Applicants are expected to have a solid experience in handling Job related tasks
Sr. Financial Advisor CIRO-MFD (Urban) [ Kingston, Trenton, Barrie, Orillia ] Applicants are expected to have a solid experience in handling Trenton, Barrie, Orillia ] related tasks
Senior Production Support Engineer Applicants are expected to have a solid experience in handling Job related tasks
Direct Applicant Portal Applicants are expected to have a solid experience in handling Job related tasks
Financial Services Representative II Applicants are expected to have a solid experience in handling Job related tasks
Sr. Financial Advisor CIRO-MFD Applicants are expected to have a solid experience in handling Job related tasks
Branch Administrator CIBC Wood Gundy Applicants are expected to have a solid experience in handling Job related tasks
Senior Consultant, Business Controls - Privacy Applicants are expected to have a solid experience in handling Business Controls - Privacy related tasks
Associate Relationship Manager, Business Banking Applicants are expected to have a solid experience in handling Business Banking related tasks
Mobile Mortgage Advisor (Commission only), Grant Park - Winnipeg, MB Applicants are expected to have a solid experience in handling Grant Park - Winnipeg, MB related tasks