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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s 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 CIBC.com (https://www.cibc.com/en/about-cibc.html)

What you’ll be doing

+ Provide high quality, high touch service to PWM clients in collaboration with Relationship Managers.

+ Manage new account onboarding at external custodians (Charles Schwab & Fidelity Investments), with responsibilities including but not limited to opening new accounts and the facilitation of account funding and cost basis input.

+ Manage general account inquiries, maintenance requests, including but not limited to trade execution, money movement transactions, holding and balance inquiries, charitable gift requests, address changes and tax reporting inquiries in accordance with existing policies and procedures.

+ Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties; and conduct necessary follow-up to satisfy client requests.

+ Research, follow-up and resolve client inquiries and problems through effective interaction with clients, custodial partners, CIBC Private Wealth Relationship Managers, and operations departments in a timely and professional manner.

+ Prepare material for client and prospect presentations, meetings, and reviews.

+ Proactively assess and identify optimal service needs, developing material, automating processes, and enhancing solutions and support for clients and CIBC Private Wealth Relationship Managers.

+ Conduct ongoing audits of account profile and portfolio characteristics to ensure fulfillment, accuracy and alignment, executing actionable tasks in a timely manner.

+ Log and track all customer interactions, including calls, emails, and meetings, as tasks and events in Salesforce. Create new prospects, households, accounts, and opportunities with accurate and detailed information. Build and maintain dashboards for business reporting needs.

+ Work cross functionally with team members supporting similar lines of business, providing direct backup support as needed.

+ Assist in the training of less experienced staff, at Management request.

+ Participate in other duties as requested by Relationship Managers and Firm Management.

_At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 2-4 days per week on-site, while other days will be remote._

How you’ll succeed

+ **Client engagement** - Help clients manage their accounts and products. Focus on the client’s experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.

+ **Problem solving** - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues and knowing when to lean on others to create a better solution together.

+ **Relationship Building** – Provide assistance to clients, Relationship Managers, and colleagues to address questions related to basic signing authority and AML signing authority requirements. Also, provide assistance and guidance to more junior team members when required.

Who you are

+ **You put our clients first.** You engage with purpose to find the right solutions. You go the extra mile because it’s the right thing to do.

+ **You have strong technical skills** with Microsoft Office suite, particularly Excel, Word, and PowerPoint, as well as the ability to quickly learn proprietary software applications supporting the origination and cash management sales process.

+ **You are driven by collective success.** You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

+ **You give meaning to data.** You enjoy investigating complex problems and making sense of information. You are confident in your ability to communicate detailed information in an impactful way.

+ **You understand that success is in the details.** You notice things that others don't. Your critical thinking skills help to inform your decision making.

+ **Values matter to you** **.** You bring your real self to work, and you live our values - trust, teamwork, and accountability.

+ **You have a degree/diploma** in accounting, finance, or a related field. Minimum of 3 years of -experience in banking or financial services industry.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of **_$70,000 - 100,000K_** for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also 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.

This position does not offer visa sponsorship.

\#LI-TA

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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 [email protected]

+ 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

IL - 181 W Madison

Employment Type

Regular

Weekly Hours

40

Skills

Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.