Senior Private Banker

CIBC•Milwaukee, WI

4d•$150,000 - $170,000•Onsite

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 Senior Private Banker, you will cultivate new and manage existing high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, providing tailored banking and lending solutions. You will oversee a portfolio of relationships, ensuring strong sales execution, portfolio management, and adherence to risk standards. In this role, you will collaborate closely with internal partners across CIBC Private Wealth Management and CIBC Commercial Banking to expand relationships and deliver a full range of financial services. Your leadership will drive profitable growth, deepen client relationships, and enhance the team’s performance in meeting lending and deposit needs. To successfully perform the work, you will be on-site full-time.

Requirements

Experienced in private banking: You have 7–10 years of experience managing lending and deposit relationships for HNW and UHNW clients.
Educational background: You have a bachelor’s degree in Business, Finance, Accounting, Real Estate, or Economics (preferred).
Credit and investment expertise: You have deep credit knowledge, experience working with investment portfolios, and an understanding of trust solutions.
Relationship-driven: You excel at building and maintaining relationships with HNW and UHNW individuals, business owners, and corporate executives.
Risk-focused and analytical: You can assess credit risk, structure lending solutions, and complete the necessary analysis and documentation for credit actions.
Technology proficient: You are skilled in Microsoft Office, financial analysis, and modeling, with experience utilizing Salesforce for client management.
Formally trained in credit: You have formal credit training or equivalent experience to support complex credit structuring.

Nice To Haves

Industry-savvy: Experience advising business owners and corporate executives in Middle Market, Large Corporate, and/or Private Wealth is highly desired.

Responsibilities

Lead and manage private banking relationships: Oversee complex lending and deposit relationships for HNW and UHNW clients.
Expand client relationships: Serve as a trusted advisor, actively identifying opportunities to offer customized lending, deposit, and wealth management solutions.
Ensure portfolio health and risk management: Oversee portfolio reviews, past-due remediation, risk rating accuracy, and timely renewals for your portfolio.
Facilitate credit and underwriting processes: Work closely with Underwriting, Group Portfolio Managers, and Credit Risk Management to structure deals that meet client needs while mitigating risk.
Leverage technology for client engagement: Ensure Salesforce activity is up to date, tracking client interactions, opportunities, and referrals.
Actively participate in the market: Represent CIBC Private Wealth Management by engaging in local industry events and building new client relationships.

Benefits

At CIBC, we offer a competitive total rewards package.
This role has an expected salary range of $150,000-170,000 for the Milwaukee, WI 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.
Additional total compensation and benefits details will be provided during the hiring process.
Candidates hired to work in other locations will be subject to the pay range associated with that location.
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.