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Private Banking Associate Job Location US-IL-ChicagoPosted Date 3 days ago(9/6/2019 3:30 PM) ID 2019-5301 # of Openings 1
CIBC is a leading North American financial institution with 10 million personal banking, business, public sector and institutional clients. CIBC offers a full range of advice, solutions and services in the United States, across Canada and around the world. In the U.S., CIBC Bank USA provides commercial banking, private and personal banking and small business banking solutions and CIBC Private Wealth Management offers investment management, wealth strategies and legacy planning.
CIBC works to help you make your ambitions a reality with a team that is committed to being always professional, genuinely caring and collaborates to find simple solutions as we build our relationship-focused bank for the modern world.
Every year, CIBC is recognized for its business success, community commitment and employee initiatives. We are proud of this success and are committed to creating an inclusive workplace and an environment where all of our team members can excel.
The Private Banking Associate's primary purpose is providing client support to Private Bankers, Market Leads, and clients for Private Banking. The Private Banking Associate 2 will have direct knowledge of the Bankers loan and deposit portfolio and the necessary on-going monitoring required of the portfolio. The PBA 2 will also be responsible for the initial establishment and set up of all new loans and deposits. The PBA 2 will work with product partners across the bank including Services, Customer Service, FCC, Legal and Compliance to facilitate client due diligence, initial service implementation, on-going portfolio management and customer service activities. The PBA will collaborate with all areas of the Bank to provide top-notch customer service to both internal and external clients, and serves often as primary point of contact to Private Banking clients, often attending client meetings with Bankers.
- Minimum of 5 - 10 years of client service, loan coordination, and/or account opening within banking and financial services
- College degree preferred or equivalent work experience
- Direct interaction in a client facing role required; with high net worth clients preferred
- Proficient PC skills including Work Excel, Powerpoint
- Previous experience with IBS system preferred
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About Canadian Imperial Bank of Commerce
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