Job Information
CIBC PW Market Manager (Private Banking) in San Francisco, California
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html)
Job Overview:
The Market Manager’s primary purpose is to drive new business revenue generation and new client acquisition. The Market Manager will work closely with the Regional Manager to execute the new business strategy, serve as trusted advisor to strategic clients and be charged with development of relationship planning and strategy. The Market Manager collaborates with the Regional Manager and ultimately the Private Banker and product partners to execute this relationship plan.
Responsibilities:
The Market Manager will be responsible for, but not limited to, the following activities:
Responsible and accountable for new strategic relationship acquisition and resulting new business generation goals.
Active development and maintenance of CIBC Bank USA’s client relationship management system (Salesforce) in order to ensure accurate pipeline forecasting.
Bolster market presence within the community and industry associations with the purpose of promoting CIBC and cultivating potential prospects and referral sources.
Drive new business through quality leads from wide network of internal and external referral sources and regular prospect visits.
Assist in structuring new deals to bridge client expectations and bank requirements.
Collaborate with the Private Banker as part of a team to ensure delivery of top-notch client service.
Provide guidance during credit events for new strategic relationships, including collaboration with Private Banker during analysis and deal approval as needed.
Participate in initial Private Banking Pre-Screen discussion with deal team.
Maintain open line of communication with client as new deal progresses through fulfillment. ML will maintain awareness of deal status.
Assist Private Banker in deal negotiation should an issue arise.
Act as Strategic Advisor to clients.
Identify new client cross sell opportunities.
Promote an environment that supports diversity and reflects the CIBC brand.
Knowledge & Skills:
College Degree / Business, Finance, Accounting Economics preferred
Minimum of 10 years’ experience as a Private Banker
Minimum of 3-5 years of experience as business developer with strong track record of new business generation and client relationship management experience.
Ability to prove credit expertise within a specific banking industry or vertical
Ability to identify new strategic relationships with high level of competency
Desire to actively market both CIBC and its products to potential clients.
Formal Credit Training preferred
Salary range: $150,000 - $175,000
California residents — your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
CA-3 Embarcadero Center
Employment Type
Regular
Weekly Hours
40
Skills
Private Banking
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.