Private Banking Team Lead jobs in United States
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CIBC · 1 month ago

Private Banking Team Lead

CIBC is a relationship-oriented bank focused on providing tailored banking solutions. The Private Banking Team Lead will manage high-net-worth client relationships, oversee a team of Private Bankers, and ensure strong sales execution and risk management while driving profitable growth and enhancing team performance.

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Responsibilities

Lead and manage private banking relationships: Oversee complex lending and deposit relationships for HNW and UHNW clients while guiding your team in portfolio management and business development
Drive team success: Provide strategic leadership, mentorship, and day-to-day management of Private Bankers, ensuring a strong sales and risk management culture
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 both your portfolio and your team’s
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 across the team
Actively participate in the market: Represent CIBC Private Wealth Management by engaging in local industry events and building new client relationships
Maintain compliance and governance: Hold your team accountable to policies and procedures while fostering a diverse and inclusive environment that reflects the CIBC brand

Qualification

Private Banking ExperienceCredit KnowledgeTeam LeadershipSalesforce ProficiencyFinancial AnalysisAnalytical ThinkingBusiness DevelopmentClient ServiceWealth Management

Required

Experienced in private banking: You have 7–10 years of experience managing lending and deposit relationships for HNW and UHNW clients
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
Team-oriented leader: You have experience mentoring and managing a team in a collaborative environment, introducing appropriate partners and financial solutions
Formally trained in credit: You have formal credit training or equivalent experience to support complex credit structuring

Preferred

Educational background: You have a bachelor's degree in Business, Finance, Accounting, Real Estate, or Economics (preferred)
Industry-savvy: Experience advising business owners and corporate executives in Middle Market, Large Corporate, and/or Private Wealth is highly desired

Benefits

Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
Holidays
401(k)
Banking benefits
A benefits program
A vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

Company

CIBC is a financial service company that offers business solutions.

Funding

Current Stage
Public Company
Total Funding
$3.08B
2026-01-09Post Ipo Debt· $700M
2025-09-22Post Ipo Debt· $326.24M
2025-07-09Post Ipo Debt· $750M

Leadership Team

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Harry Culham
President and CEO | Président et chef de la direction
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David Garnier Nova Scotia
Vice President
Company data provided by crunchbase