Senior Private Banking Client Specialist

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

What you'll be doing

As a Senior Private Banking Client Specialist, you will support the full Private Banking client-service needs, including the new account opening, account maintenance, money movement, transaction processing, and proactive client outreach. You’ll manage complex or sensitive requests and serve as a resource for colleagues on servicing, operational controls, and procedures. Working closely with clients, private bankers, operations, and internal partners, you’ll coordinate requests through completion, resolve training and onboarding, and identify opportunities to improve service delivery. You’ll ensure assigned requests are completed accurately, within established timeframes, and in accordance with applicable policies, procedures, and approval requirements.

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 3 days per week on-site, while other days will be remote.

How you'll succeed

• Client Experience and Relationship Support – Deliver exceptional service by managing complex client inquiries and service requests with professionalism, urgency, and care. Build trusted relationships with clients and internal partners while supporting Private Bankers in delivering a high-touch client experience. Proactively identify client needs, anticipate service issues, and coordinate solutions across business lines.
• Operational Excellence and Risk Management –Process complex transactions and service requests, including account opening, account maintenance, and money movement. Confirm that requests are properly authenticated, authorized, approved, and supported by complete documentation before execution. Coordinate workflows, monitor assigned exceptions, and escalate discrepancies or unresolved matters within established timeframes. Maintain complete records in the appropriate systems.
• Leadership and Coaching – Serve as a resource and mentor for Client Service Advisors by providing guidance, answering questions, and reinforcing procedures and best practices. Support onboarding and training for new team members. Promote accountability, teamwork, and consistency across the team.
• Escalation and Problem Solving – Manage escalated or sensitive client issues with sound judgment and professionalism. Partner with leadership and business partners to identify root causes and implement solutions to improve service delivery and operational effectiveness. Help identify trends, gaps, or recurring issues and contribute to process enhancements.
• Collaboration and Business Support – Partner closely with Private Bankers, operational teams, and leadership to coordinate client servicing activities and ensure timely follow-up. Support special projects, operational initiatives, and procedural enhancements that improve team effectiveness and client experience. Contribute to a culture of continuous improvement and operational excellence.
• Risk and Quality Controls – Apply established controls when completing client requests, protect confidential information, and identify and escalate exceptions, unusual activity, or documentation gaps. Perform assigned quality reviews and help colleagues understand and consistently apply procedures.

Who you are

• You have extensive experience. You bring at least 5 years of relevant banking or client-service experience including account servicing, transaction processing, and resolving complex client requests.
• You’re a problem solver. You handle complex or sensitive situations independently and find effective solutions to challenges.
• You’re highly organized. You manage multiple priorities in a fast-paced environment and maintain high attention to detail.
• You have strong banking knowledge. You understand deposit products, account opening and maintenance, money movement, authentication, approval requirements, and operational controls.
• You’re a strong communicator. You build trust with clients and colleagues through clear, professional, and empathetic communication.
• You have a coaching mindset. You have experience coaching colleagues and supporting onboarding and training and enjoy supporting others’ growth.
• You demonstrate leadership qualities. You take initiative, influence others positively, and help foster a positive, accountable team culture.
• You act with professionalism. You handle confidential information with discretion and uphold high standards.
• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $80,000 - $90,000 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 also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s 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.

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 Mailbox.careers-carrieres@cibc.com

• 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-Chicago, 120 S LaSalle St Fl 2

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking

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 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.