Private Banker

US-MI-Birmingham
5 months ago
ID
2017-4160

Overview

CIBC provides tailored commercial, wealth management, personal, and small business financial solutions in the United States through 46 offices in 18 states, as well as cross-border banking services to clients with North American operations. Learn more at cibc.com/US.

 

CIBC is a Toronto-based, global financial institution with a 150 year history, serving 11 million personal and business clients. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders. 

 

CIBC delivers access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.

 

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 employees can excel.

 

CIBC Bank USA is an Equal Opportunity Employer M/F/Disability/Veteran

 

Responsibilities

Work as part of a greater PW team to manage manage a book of HNW credit and deposit clients. Specific tasks would be to sheppard propects through the credit process and help clients manage both sides of their balance sheet.  Engage product specialists when needed and look to expand relationships by introducing the greater bank.  In addition, build strong internal relationships with referral sources and product partners a like.  Finally, look to expand the bank into the local community by fostering strong connections with CIOs. 

Qualifications

10 years plus work experince dealing with clients.  Credit training from an established bank.  CFP or some other professional designation would be a plus.

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