Building a Relationship-Oriented Bank for the Modern World
As we progress in this digital age, the banking world is rapidly evolving, and there’s a need for a new kind of financial institution that resonates with the modern client’s needs. At CIBC, we’re dedicated to creating a relationship-oriented bank that prioritizes the interests of our clients and aligns with their sophisticated financial needs. We’re looking for talented, passionate professionals who share our commitment to doing what’s right for our clients. Here is where you can learn more about us.
Empowering Our Workforce
At CIBC, we put a lot of emphasis on the strengths and ambitions of our team members. We focus on empowering our workforce, providing them with the necessary tools and environment to make a meaningful impact. Our employees are valued for who they are and the unique contribution they bring to our organization.
The Role of a Senior Relationship Manager
As a Senior Relationship Manager at CIBC, your primary focus will be to grow direct revenue, retain high-net-worth client relationships, and expand the business within your portfolio. This position requires a deep understanding of client investment objectives and our organization’s strategies. You’ll be actively involved in networking and community events, all aimed at building a strong client base and providing exceptional relationship management.
How to Succeed in this Role
- Manage client relationships: You’ll be responsible for overseeing a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies.
- Expand your portfolio: You’ll have the opportunity to acquire new high-net-worth clients with complex financial needs, through targeted business development activities and collaboration with Business Development Officers.
- Drive profitability: You’ll be tasked with achieving revenue goals, controlling expenses, and monitoring profit performance, taking corrective actions as necessary.
- Deliver exceptional service: By leveraging your expertise in investment and wealth advisory services, you can provide best-in-class relationship management.
- Engage in client events: Active participation in client-focused events is crucial to enhance your business development efforts and strengthen relationships.
- Collaborate effectively: Building strong internal partnerships will enable you to deliver seamless, professional, and timely client service.
- Ensure compliance: You’ll need to implement and maintain effective operational and compliance risk controls.
Who are We Looking for?
We’re seeking professionals with a solid educational background, wealth management expertise, investment knowledge, financial acumen, and strong relationship-building skills. Our ideal candidate is a confident communicator, a strategic negotiator, service-oriented, and risk-aware. We value those who hold advanced educational qualifications and certifications such as MBA, CFA, CPA, CFP, or JD.
What You Need to Succeed
- A proven track record of managing high-net-worth client relationships.
- Expertise in investment and wealth advisory services.
- A collaborative approach to ensure seamless client service.
- Strong financial acumen and relationship management skills to deliver tailored solutions for clients.
What We Offer
At CIBC, we’re not just offering a job; we’re offering a career. Our goal is to create opportunities for you to tap into your potential, recognizing you in meaningful and personalized ways. We offer a competitive salary, incentive pay, banking benefits, a comprehensive benefits program, a generous vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Joining Our Team
If you’re legally eligible to work at the specified location and, where applicable, have a valid work or study permit, we invite you to join us. CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. For any accommodation needs, please contact Mailbox.careers-carrieres@cibc.com.
Employment Details
The role is regular employment with an expected 40 working hours per week. The anticipated salary range for this role, based in Atlanta, GA, is $170,000- $220,000, subject to experience, qualifications, and location of the position. The successful candidate may also be eligible to participate in the business unit’s incentive compensation plan and enjoy a full range of benefits and programs.
For more information about the Commercial Middle Market Banking Team Leader position at CIBC in Atlanta, GA, please visit Here.
