CIBC US

Manager

• Lead and coach a team of Mobile Financial Service Representatives at CIBC kiosks located within multiple Costco Warehouses
• Deliver exceptional client experience and deepen client relationships
• Focus on sales of CIBC deposit accounts
• Uncover referral opportunities for our banking centres
• Create a positive and productive working environment
• Monitor business performance and implement action plans to close gaps

Mobile Team Manager

Sales

• Coordinate and execute the end-to-end RESL application process
• Support a dedicated Mortgage Advisor portfolio in a fast-paced environment
• Act as a single point of contact for clients and partners
• Manage the sales pipeline and track progress against milestones

RESL Support Lead, Client Sales and Support – Bilingual

Financial Planning and Analysis

• Work closely with other CIBC Banking Centre employees to build lasting connections with existing clients
• Provide the right investment planning advice to enable clients' financial success
• Facilitate new client relationships by participating in business development activities
• Collaborate with Banking Centre teams to enhance existing relationships by providing personalized investment advice

Investment Specialist

• Lead the advancement of TI&I’s control environment.
• Develop and execute Governance, Risk & Control (GRC) strategies.
• Maintain and enhance operating models for strong collaboration, accountability, and transparency.
• Drive initiatives to enhance the internal control framework using emerging technologies.
• Utilize data analytics, automation and AI to strengthen control design, monitoring and reporting.
• Collaborate with stakeholders to rationalize, standardize, and centralize controls.

Senior Consultant, Strategic Planning – Control Effectiveness

IT Support

• Accountable for ongoing management and administration of complex credit book in Private Banking
• Analyze and understand client financial information and assess relative strength against credit request
• Prepare credit applications and partner with Wealth Risk Management
• Manage existing complex credit book, focusing on expiries
• Provide credit structuring guidance to Private Banking Advisors
• Support leadership team in preparation of deal summaries on large credit requests
• Active engagement within Private Banking office, ensuring awareness of credit policy

Credit Manager, Private Wealth Management Lending

• Partner with Financial Advisors to help clients secure their finances and set up businesses
• Provide administrative and client support to seek business growth opportunities
• Assist in preparing client files and booking appointments
• Engage with clients to provide information and address inquiries
• Take accountability for client issues and seek solutions with teammates

Mobile Team Manager

RESL Support Lead, Client Sales and Support – Bilingual

Investment Specialist

Senior Consultant, Strategic Planning – Control Effectiveness

Credit Manager, Private Wealth Management Lending

Financial Services Associate, Business Banking