Private Banking Client Services Manager
Private Banking Client Services Manager
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$ 90000 - 125000
1 Vacancy
Job Description
Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
What youll be doing
As a Private Banking Client Services Manager youll lead a team of Client Support Advisors who support a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Youll 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 youll 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: Youve 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: Youre 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.
Operational expertise in account documentation and transaction management.
Excellent communication and project management skills.
A collaborative mindset to drive alignment across banking and operations teams.
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 $90000 - 125000 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 units incentive compensation plan which also may include a discretionary bonus component.
CIBC offers a full range of benefits and programs to meet our employees 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
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 StEmployment Type
RegularWeekly Hours
40Skills
Accountability Business Monitoring Client Service Conflict Resolution Customer Experience (CX) Customer Queries Ensure Compliance Leadership Operations Processes Policy Procedures Prioritization Private Banking Retail Credit Trade ControlRequired Experience:
Manager
Employment Type
Full-Time
