Private Banking Team Lead
Private Banking Team Lead
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$ 170000 - 225000
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 Team Lead you will cultivate new and manage existing high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships providing tailored banking and lending solutions. You will oversee a portfolio of relationships while leading a team of Private Bankers ensuring strong sales execution portfolio management and adherence to risk standards.
In this role you will collaborate closely with internal partners across CIBC Private Wealth Management and CIBC Commercial Banking to expand relationships and deliver a full range of financial services. Your leadership will drive profitable growth deepen client relationships and enhance the teams performance in meeting lending and deposit needs.
How youll succeed
Lead and manage private banking relationships: Oversee complex lending and deposit relationships for HNW and UHNW clients while guiding your team in portfolio management and business development.
Drive team success: Provide strategic leadership mentorship and day-to-day management of Private Bankers ensuring a strong sales and risk management culture.
Expand client relationships: Serve as a trusted advisor actively identifying opportunities to offer customized lending deposit and wealth management solutions.
Ensure portfolio health and risk management: Oversee portfolio reviews past-due remediation risk rating accuracy and timely renewals for both your portfolio and your teams.
Facilitate credit and underwriting processes: Work closely with Underwriting Group Portfolio Managers and Credit Risk Management to structure deals that meet client needs while mitigating risk.
Leverage technology for client engagement: Ensure Salesforce activity is up to date tracking client interactions opportunities and referrals across the team.
Actively participate in the market: Represent CIBC Private Wealth Management by engaging in local industry events and building new client relationships.
Maintain compliance and governance: Hold your team accountable to policies and procedures while fostering a diverse and inclusive environment that reflects the CIBC brand.
Who you are
Experienced in private banking: You have 710 years of experience managing lending and deposit relationships for HNW and UHNW clients.
Educational background: You have a bachelors degree in Business Finance Accounting Real Estate or Economics (preferred).
Credit and investment expertise: You have deep credit knowledge experience working with investment portfolios and an understanding of trust solutions.
Relationship-driven: You excel at building and maintaining relationships with HNW and UHNW individuals business owners and corporate executives.
Risk-focused and analytical: You can assess credit risk structure lending solutions and complete the necessary analysis and documentation for credit actions.
Technology proficient: You are skilled in Microsoft Office financial analysis and modeling with experience utilizing Salesforce for client management.
Team-oriented leader: You have experience mentoring and managing a team in a collaborative environment introducing appropriate partners and financial solutions.
Industry-savvy: Experience advising business owners and corporate executives in Middle Market Large Corporate and/or Private Wealth is highly desired.
Formally trained in credit: You have formal credit training or equivalent experience to support complex credit structuring.
What success looks like
A high-performing private banking team that meets business development and risk management goals.
Strong and growing client relationships with increased penetration of lending deposit and wealth management solutions.
Consistently updated and accurate Salesforce tracking of client activities and opportunities.
Active participation in industry and market events expanding CIBC Private Wealth Managements presence.
Effective collaboration with internal teams to drive deal execution and client satisfaction.
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 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
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 $170000 - $225000 for the St. Louis MO 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.
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 during the application or interview process 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.
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
MO-1401 South Brentwood Blvd.Employment Type
RegularWeekly Hours
40Skills
Analytical Thinking Business Development Client Issue Resolution Client Service Customer Experience (CX) Financial Advising Financial Analysis Portfolio Management Wealth ManagementEmployment Type
Full-Time
