CIBC US · 2 days ago
Private Banking Team Lead
St Louis, MO
Full-time
Onsite
Senior Level
$170K/yr - $225K/yr
7+ years expCIBC US is building a relationship-oriented bank for the modern world, seeking a Private Banking Team Lead to manage high-net-worth client relationships. The role involves overseeing a portfolio, leading a team of Private Bankers, and collaborating with internal partners to deliver tailored financial services.
BankingFinancial Services
No H1B
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
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)
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2026-01-20
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