Private Banker

7 days ago

Palm Beach, United States CIBC Full time
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

The Private Banker will be responsible for, but not limited to, the following activities:

  • Responsible for establishing new private banking lending and deposit relationships.
  • Support all banking and customized lending solution needs identified within CIBC Private Wealth Management. Seek to become trusted advisor through regular client contact and relationship building.
  • In addition to managing new and existing client relationships, explore opportunities to provide additional credit and non-credit services. Serve as client's primary internal resource as it relates to lending and deposit needs.
  • Partner with CIBC Private Wealth Management Relationship Managers and other team members to achieve ultimate approval for new business and modifications to existing business, including active participation in and adherence to requirements of pre-screen and relationship strategy meetings.
  • Identify product/service opportunities for other business units and participates in development of creative solutions to client needs, coordinates presentations, and brings in partners when appropriate.
  • Ensure consistency in deal structuring to bridge client needs to appropriate risk mitigation through detailed analysis and underwriting of credit. Responsibilities include interfacing with the Underwriting team and Credit Risk Management. Quarterback to drive deals through the underwriting and closing process.
  • Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior client service.
  • Ensure banking portfolio responsibilities are completed, including portfolio reviews, past dues, renewals and collection of key financial information.
  • Responsible and accountable for the risk rating accuracy and risk identification on assigned portfolio. Seek to actively keep informed of changes to policy and procedure that will impact portfolio (credit policy, risk rating framework, regulatory, compliance requirements).
  • Act as an ambassador for CIBC Private Wealth Management through active participation in local market and industry events to maintain current market knowledge and develop new client relationships.
  • Promote an environment that supports diversity and reflects the CIBC brand.
Knowledge & Skills:
  • Minimum of 5-7 years of experience developing and managing lending and deposit relationships with high net worth and ultra-high net worth clients
  • Bachelor's Degree in Business, Finance, Accounting, Real Estate, Economics preferred
  • Demonstrated experience applying deep credit expertise, working knowledge of investment portfolios and trust solutions
  • Ability to foster and maintain private banking relationships with high level of competency
  • Demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust, and banking solutions to high net worth and ultra-high net worth individuals, families and institutions
  • Ability to apply credit expertise, and identify risk, within a specific banking industry or vertical
  • Ability to complete necessary analysis and documentation to achieve credit actions related to Private Banker's existing portfolio (e.g., structure, waivers, and modifications)
  • Formal credit training a plus
  • Proficient in Microsoft Office products with advanced knowledge financial analysis and modeling.
California residents - your privacy rights regarding your actual or prospective employment

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 M[redacted]
  • 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, French proficiency, 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
FL-Palm Beach, 340 Royal Palm Way

Employment Type
Regular

Weekly Hours
40

Skills
Analytical Thinking, Business Development, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Advising, Financial Analysis, Portfolio Management, Wealth Management

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