New Account Representative

Privatebancorp, Inc. Lake Forest , IL 60045

Posted 2 months ago

Overview

CIBC provides tailored commercial, wealth management, personal, and small business financial solutions in the United States through 46 offices in 18 states, as well as cross-border banking services to clients with North American operations. Learn more at cibc.com/US.

CIBC is a Toronto-based, global financial institution with a 150 year history, serving 11 million personal and business clients. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders.

CIBC delivers access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.

Every year, CIBC is recognized for its business success, community commitment and employee initiatives. We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel.

CIBC Bank USA is an Equal Opportunity Employer M/F/Disability/Veteran

Responsibilities

Involved in daily operations of the branch. Responsible for following procedures while working as retail banker. Complete compliance modules as assigned. Active participation in sales and achievement of financial and branch goals as set by management. Maintain a positive can-do attitude with flexiblity to adjust to the demands of the day to day business needs.

  • Maintain overall knowledge of branch operations to ensure adherence to all policies and procedures.

  • Identify opportunities to generate referrals to other lines of business.

  • Cross sell deposits, loans and services.

  • Ensure prompt, accurate and a positive and professional client experience.

  • Maintain open lines of communication with coworkers and management.

  • Possess skills necessary to establish all type of account relationships within the branch.

  • Prior banking experience as a New Account Representative helpful.

Qualifications

Microsoft Office

FIS/IBS Platforms preferred

Client Relationships


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New Account Representative

Privatebancorp, Inc.