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Private Banking Associate Job Location US-IL-ChicagoPosted Date 2 days ago(1/22/2020 3:58 PM) ID 2018-4887 # 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.
Extensive client contact, predominantly via telephone and email
Manage onboarding and account opening process for new and existing clients. Includes collection of account-specific information, retrieval of relevant executed documentation from clients and coordination with operational teams to ensure exceptional client experience
Execute client service matters including money movements, account maintenance, statement inquiries, and other client requests
Resolve client issues and concerns. Provide timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem. Solve issues by identifying underlying or hidden problems and patterns
Complete ad hoc, client-related projects as needed
Manage internal project initiatives for your portfolio of clients
Identify and control risk to prevent fraudulent account behavior and potential fraud exposure
Follow all established policies, procedures and practices
Project a confident and professional presence to our clients, other bank departments and the community
Over time, you will be expected to be able to identify products and services that may benefit clients and improve overall relationship profitability
Excellent communication skills both written and verbal
Highly organized with ability to manage competing priorities
Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations
College degree preferred or equivalent work experience
Preferred minimum of one to three years of customer service or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
Proficient PC skills including Word, Excel and PowerPoint
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