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New Job Private Banking Associate In Illinois

Private Banking Associate
Private Banking Associate

Private Banking Associate

Company : CIBC US
Salary : Details not provided
Location : Illinois

Full Description

Overview:
CIBC is a leading North American financial institution with 10 million personal banking, business, public sector and institutional clients. CIBC offers a full range of advice, solutions and services in the United States, across Canada and around the world. In the U.S., CIBC Bank USA provides commercial banking, private and personal banking and small business banking solutions and CIBC Private Wealth Management offers investment management, wealth strategies and legacy planning.

CIBC works to help you make your ambitions a reality with a team that is committed to being always professional, genuinely caring and collaborates to find simple solutions as we build our relationship-focused bank for the modern world.

Every year, CIBC is recognized for its business success, community commitment and employee initiatives. We are proud of this success and are committed to creating an inclusive workplace and an environment where all of our team members can excel.
Responsibilities:
The Private Banking Associate will be responsible for, but not limited to, the following activities:
  • Client Service Associate
    • Support fulfillment of clients’ needs and expectations across all products and serve as a “triage” point for bankers and clients including but not limited to account setup, monitoring and maintenance (overdrafts, fraudulent activities, online banking issues ,etc), wire processing, foreign currency orders, credit and lending
    • Actively support Bankers in delivering consistently high quality banking, credit, trust, fiduciary, and investment services to Private Bank clients
    • Work with Manager and co-workers to ensure that banker and client inquiries are addressed. Be accountable for all outstanding queries/ issues where you act as the primary resource.
    • Support Banking Team in all sales support and administrative functions as needed including but not limited to: pipeline reporting, marketing and business development, client/prospect presentation
Qualifications:
  • Bachelor’s Degree is preferred
  • 2-5 years of experience within financial services, ideally coming out of a client servicing role with interaction with HNW and UHNW clients.
  • Motivated with a desire to learn and grow professionally.
  • Proficient Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint
  • Understanding of the high net worth and ultra-high net worth client profile and typical product offerings
  • Knowledge of federal and state regulatory requirements
  • Strong organizational skills, with the ability to manage multiple assignments and priorities is essential while delivering desired results
  • Strong teamwork and partnering skills with ability to effectively manage the expectations of multiple internal/external constituents
  • Excellent analytical skills; ability to quickly understand complex problems and recommend solutions
  • Strong knowledge of complex personal and business financial analysis, tax returns and balance sheet analysis, including cash flow analysis
  • Effective written and verbal communication/presentation skills

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