AMVETS Jobs

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)

In the Sr. Team Leader, Client Services role, you will work in a team-oriented environment with Relationship Managers, Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience. You will serve as a critical point of contact for all service-related needs of CIBC Private Wealth clients. In addition, you will be responsible for providing leadership and management of a small team to support the improvement of the overall client experience. You will apply advanced knowledge to set the overall direction for employees, ensuring consistency in execution and accountability. You will focus on creating a positive work environment and being an effective role model by championing CIBC’s mission, vision, and values, working closely with the business to ensure client needs are met. You will exercise independent judgement within defined policies and procedures, contributing to the development and implementation of quality and improved service delivery to clients.

How you’ll succeed

• People management:

• Ability to lead small team of client service managers on daily basis while still maintaining client service responsibilities

• Provide training needs for new hires

• Conduct annual and semi-annual performance evaluations of team members

• Collaborate and provide meaningful input to the team for problem resolution

• Ensure team’s understanding of CS procedures and processes

• Operational Efficiency:

• Proactively identify and pursue process improvements to increase efficiencies

• Effectively allocate work among team members

• Resolve challenges by working with internal partners to ensure a seamless client experience

• Client Servicing:

• Thorough understanding of investments as it applies to client relationships to assist with any client ad hoc requests

• Provide high quality, high touch service to PWM clients

• Manage new account onboarding including but not limited to opening and facilitation of account funding and cost basis input.

• 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.

• Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.

• Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes and tax reporting inquiries.

• 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.

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

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

• Assist team with meeting any deadlines for client accounts, including alternative investments, trading, account openings, etc

• Serve as the subject matter expert and escalation point for the team

• Knowledge of trusts, LLC, Partnerships and other entities to assist with account opening questions or day to day workflows

• Report any compliance breaches for team

• Project Management:

• Participate in any ad-hoc projects for process improvements

Who you are

• Preferred Formal Education: Bachelor’s Degree in Business, Finance or related field or equivalent industry experience

• Proficiency in Salesforce, Fidelity and Schwab platforms and SEI is a plus

• Minimum 7+ years’ experience in client services

• Minimum 3+ years’ management experience

• Strong relationship management

• Solid verbal and written communication skills

• Capacity to adapt to a rapidly changing business and technology environment.

• Ability to work independently and be self-motivated, but also able to collaborate with other client service colleagues as needed.

• Excellent proficiency with Word, PowerPoint, Outlook and Excel.

• Proven ability to work both independently and in a team environment, with the aptitude to competently handle multiple responsibilities with a high degree of accuracy in a high-pressure environment.

• Leadership and team player

California residents — your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)  

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 - 181 W Madison

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Client Relationship Management, Coaching, Customer Experience (CX), Long Term Planning, People Management, Stakeholder Relationship Management, Taking Initiative, Team Consulting, Work Collaboratively

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.