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The PrivateBank Private Banker in Chicago, Illinois

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.

The Private Banker’s primary purpose is cultivating new and servicing existing bank relationships resulting in efficient delivery of credit and other bank services. This includes active portfolio management providing both banking and customized lending solutions to new and existing clients, plus introductions to Wealth and Commercial partners.

In addition to using an existing external network and centers of influence, this specific role collaborates with internal related partners, including CIBC Private Wealth Management and CIBC Commercial Banking, to increase new relationships. Through a team approach with a specific focus on meeting the lending and deposit needs of clients, the Private Banker will seek greater penetration of existing relationships with the ultimate goal of profitable growth of strategic client relationships.


  • Lead the market in new private banking lending and deposit relationships.

  • Support all banking and customized lending solution needs identified within CIBC Private Wealth Management. Seek to become trusted advisor through regular client contact and relationship building.

  • In addition to managing new and existing client relationships, explore opportunities to provide additional credit and non-credit services. Serve as client’s primary internal resource as it relates to lending and deposit needs.

  • Identify product/service opportunities for other business units and participates in development of creative solutions to client needs, coordinates presentations, and brings in partners when appropriate.

  • Ensure consistency in deal structuring to bridge client needs to appropriate risk mitigation through detailed analysis and underwriting of credit. Quarterback to drive deals through the underwriting and closing process.

  • Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior client service.

  • Ensure banking portfolio responsibilities are completed, including portfolio reviews, renewals and collection of key financial information.

  • Responsible and accountable for the risk rating accuracy and risk identification on assigned portfolio. Seek to actively keep informed of changes to policy and procedure that will impact portfolio (credit policy, risk rating framework, regulatory, compliance requirements).

  • Act as an ambassador for CIBC Private Wealth Management through active participation in local market and industry events to maintain current market knowledge and develop new client relationships.

  • Minimum of 5 years of experience developing and managing lending and deposit relationships with high net worth clients

  • Bachelor’s Degree in Business, Finance, Accounting, Real Estate, Economics preferred

  • Demonstrated experience applying credit expertise, working knowledge of investment portfolios and trust solutions

  • Ability to foster and maintain private banking relationships with high level of competency

  • Demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust and banking solutions to high net worth individuals, families and institutions

  • Ability to apply credit knowledge, and identify risk, within a specific commercial banking industry or vertical

  • Ability to complete necessary analysis and documentation to achieve credit actions related to Private Banker’s existing portfolio (e.g., structure, waivers, and modifications)

  • Formal credit training a plus

  • Proficient in Microsoft Office products with advanced knowledge financial analysis and modeling

ID: 2020-5743

External Company Name: CIBC US

External Company URL:

Street: 120 South LaSalle Street