Private Banking Client Services Manager

CIBC•Chicago, IL

21h•$110,000 - $125,000•Hybrid

About The Position

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 Private Banking Client Services Manager, you’ll lead a team of Client Support Advisors who support a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You’ll partner closely with Private Bankers to ensure clients receive exceptional service and operational support. Your team will handle all aspects of account servicing, documentation, and money movement, while being positioned to support future expansion into areas such as account onboarding, ensuring accuracy, compliance, and a seamless, white-glove client experience. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote. How you'll Succeed Team leadership & oversight – Manage, coach, and mentor a team responsible for servicing a portfolio of HNW and UHNW clients. Ensure tasks are completed accurately and in alignment with internal policies and procedures. Operational excellence – Regularly assess existing processes and procedures to ensure they remain clear, effective, and aligned with operational realities. Identify gaps or inefficiencies and help author or update procedures, job aids, and workflows in partnership with key stakeholders. Oversee all aspects of account servicing, including money movement, document collection, research inquiries, and exception reporting, while identifying workflow inefficiencies and implementing sustainable process improvement. Client experience – Guide your team to maintain high-quality service across deposit and loan account documentation, onboarding, and ongoing client transactions. Collaboration & initiatives – Partner across banking, operations, and compliance teams to deliver smooth, timely service and address client needs, and ensure internal processes support consistent execution. Take an active role in projects, process improvements, and the development of service strategies that enhance the overall client experience. Service models & workflow optimization – Design, monitor, and continuously improve internal service workflows, task prioritization, and work distribution to ensure accuracy, timeliness, and scalability—particularly for work completed outside client interactions. You will need to demonstrate the ability to assess, redesign, and implement workflow and organizational changes that improve accuracy, efficiency, and team accountability

Requirements

7+ years of relevant experience, ideally in private banking, with demonstrated leadership responsibility and strong people management capabilities.
Manage, coach, and mentor a team responsible for servicing a portfolio of HNW and UHNW clients. Ensure tasks are completed accurately and in alignment with internal policies and procedures.
Strong ability to structure work, manage competitive priorities, and design workflows that enable teams to operate efficiently and consistently.
Know when procedures are fit for purpose and when they need to be refined.
Comfortable drafting, updating, and socializing procedures that improve clarity, execution, and risk alignment.
Delivered exceptional service to high-net-worth and ultra-high-net-worth clients and understand how to meet their unique needs.
Solid understanding of loan and deposit operations and how back-office processes, documentation, and controls, impact the client experience, risk posture, and team effectiveness.
Comfortable interpreting complex regulations, policies, and procedures, and you ensure team compliance to protect the bank.
Exceptional written and oral communication skills and know how to clearly share information and metrics across partners.
Proven project management skills and are confident supporting and driving initiatives forward.
Strong service orientation and dedication to client success.
Collaborative mindset to drive alignment across banking and operations teams.

Nice To Haves

Formal credit training is a plus and further supports your ability to lead and guide your team effectively.

Responsibilities

Manage, coach, and mentor a team responsible for servicing a portfolio of HNW and UHNW clients.
Ensure tasks are completed accurately and in alignment with internal policies and procedures.
Regularly assess existing processes and procedures to ensure they remain clear, effective, and aligned with operational realities.
Identify gaps or inefficiencies and help author or update procedures, job aids, and workflows in partnership with key stakeholders.
Oversee all aspects of account servicing, including money movement, document collection, research inquiries, and exception reporting, while identifying workflow inefficiencies and implementing sustainable process improvement.
Guide your team to maintain high-quality service across deposit and loan account documentation, onboarding, and ongoing client transactions.
Partner across banking, operations, and compliance teams to deliver smooth, timely service and address client needs, and ensure internal processes support consistent execution.
Take an active role in projects, process improvements, and the development of service strategies that enhance the overall client experience.
Design, monitor, and continuously improve internal service workflows, task prioritization, and work distribution to ensure accuracy, timeliness, and scalability—particularly for work completed outside client interactions.
Demonstrate the ability to assess, redesign, and implement workflow and organizational changes that improve accuracy, efficiency, and team accountability