CIBC US · 21 hours ago
Client Service Advisor Team Lead
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $100K/yr
5+ years expCIBC is building a relationship-oriented bank for the modern world and is seeking a Client Service Advisor Team Lead within CIBC Private Banking. In this role, you will provide leadership and oversight to the Client Service Advisor team, ensuring high-quality client service delivery and operational excellence while promoting a strong risk culture.
BankingFinancial Services
No H1B
Responsibilities
Provide daily direction, coaching, and evaluation to Client Service Advisors, ensuring work aligns with established procedures, service standards, and risk expectations
Establish clear service models and engagement standards between Private Bankers and CSAs, ensuring work is routed appropriately, priorities are aligned, and client commitments are met without creating undue operational risk or inefficiency
Serve as the primary owner of CSA operational standards, identify gaps in guidance, authoring or partnering to create new procedures, and ensuring practices remain aligned with enterprise risk expectations and evolving business needs
Oversee daily client service workflows and serve as the primary escalation point for complex or sensitive client requests
Champion a consistent, high-quality client experience by promoting proactive service, sound problem resolution, and strong partnerships with Private Bankers
Identify opportunities to improve processes, tools, and workflows that enhance service quality, operational efficiency, and risk discipline
Ensure consistent adherence to privacy, information security, authentication, documentation, and escalation requirements
Promote a strong risk culture by reinforcing ethical conduct, regulatory compliance, and timely escalation of issues, risks, or control gaps
Qualification
Required
Minimum of 5 years' experience in the financial industry with demonstrated leadership responsibility and strong people management capabilities
Deep understanding of client service operations within a relationship-based banking model
Skilled at managing competing priorities
Comfortable setting boundaries and making judgment calls in ambiguous situations, balancing service, risk, and capacity
Ability to develop team members, reinforce accountability, and drive consistent execution of client servicing
Exercise sound judgment in complex or ambiguous situations and resolve issues across multiple stakeholders
Understand operational, privacy, and risk management requirements in a regulatory environment
Proficient in Microsoft Office applications and adapt quickly to new systems and tools
Foster an environment of proactive service and ensure client satisfaction through sound judgment and problem resolution
Influence across functions and roles, building trust with Private Bankers while advocating for the CSA team and sound operating practices
Promote a strong risk culture by reinforcing ethical conduct, regulatory compliance, and timely escalation of issues, risks, or control gaps
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
2025-07-25
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