CIBC · 1 week ago
Private Banking Client Services Manager
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $125K/yr
7+ years expCIBC is building a relationship-oriented bank for the modern world and is seeking a Private Banking Client Services Manager. In this role, you will lead a team of Client Support Advisors to provide exceptional service to high-net-worth clients while ensuring operational excellence and compliance.
BankingCredit CardsFinancial Services
No H1B
Responsibilities
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
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
Guide your team to maintain high-quality service across deposit and loan account documentation, onboarding, and ongoing client transactions
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
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
Qualification
Required
7+ years of relevant experience, ideally in private banking, with demonstrated leadership responsibility and strong people management capabilities
Manage, coach, and mentor a team responsible for servicing a portfolio of HNW and UHNW clients
Strong ability to structure work, manage competitive priorities, and design workflows that enable teams to operate efficiently and consistently
Comfortable drafting, updating, and socializing procedures that improve clarity, execution, and risk alignment
Delivered exceptional service to high-net-worth and ultra-high-net-worth clients and understand how to meet their unique needs
Solid understanding of loan and deposit operations and how back-office processes, documentation, and controls impact the client experience, risk posture, and team effectiveness
Comfortable interpreting complex regulations, policies, and procedures, and ensure team compliance to protect the bank
Exceptional written and oral communication skills and know how to clearly share information and metrics across partners
Proven project management skills and are confident supporting and driving initiatives forward
Strong service orientation and dedication to client success
Collaborative mindset to drive alignment across banking and operations teams
Preferred
Formal credit training is a plus and further supports your ability to lead and guide your team effectively
Benefits
Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
Holidays
401(k)
Company
CIBC
CIBC is a financial service company that offers business solutions.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.08B2026-01-09Post Ipo Debt· $700M
2025-09-22Post Ipo Debt· $326.24M
2025-07-09Post Ipo Debt· $750M
Leadership Team
Harry Culham
President and CEO | Président et chef de la direction
David Garnier Nova Scotia
Vice President
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