CIBC US · 1 week ago
Private Banking Client Services Manager
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $125K/yr
7+ years expCIBC US is building a relationship-oriented bank for the modern world, seeking a Private Banking Client Services Manager to lead a team of Client Support Advisors. The role involves ensuring exceptional service for high-net-worth clients, managing account servicing, and optimizing operational processes.
BankingFinancial Services
No H1B
Responsibilities
Manage, coach, and mentor a team responsible for servicing a portfolio of HNW and UHNW clients
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
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
Know when procedures are fit for purpose and when they need to be refined
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)
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2026-01-20
Company data provided by crunchbase