Universal Banker I

Privatebancorp, Inc. Lake Forest , IL 60045

Posted 3 months ago


CIBC is a leading North American financial institution with 10 million personal banking, business, public sector and institutional clients. CIBC offers a full range of advice, solutions and services in the United States, across Canada and around the world. In the U.S., CIBC Bank USA provides commercial banking, private and personal banking and small business banking solutions and CIBC Private Wealth Management offers investment management, wealth strategies and legacy planning.

CIBC works to help you make your ambitions a reality with a team that is committed to being always professional, genuinely caring and collaborates to find simple solutions as we build our relationship-focused bank for the modern world.

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 of our team members can excel.


The Universal Banker is a key member of our team; by Coordinating both the New Account Rep and Teller functions in the delivery of efficient, accurate and professional service. Provides quality service and facilitates the development of lasting relationships throughout every customer contact.

The appropriate candidate will respond to customers' needs by processing routine banking transactions at teller window or on the platform under minimal supervision, and provides flexibility of coverage for the branch. Responsible as a first point of contact to direct the customer to other banking services and other bank personnel.

As a Teller, they are to adhere to the Bankline Policy at all times. They will work a cash drawer, assist with keeping the branch in compliance related to Teller policies and procedures, conducts monthly audits and prepares bank line for internal audits.

Responds to more complex customer issues and questions. Opens and/or closes branch.

As a New Account Rep, the appropriate candidate will open all new accounts. Provide outstanding customer service with information on deposit accounts, rates, service charges, restrictions, and other relevant account information.

Processes all consumer loans. Researches and resolves problems and responds to customer inquiries on account status. Cross sells other bank services and refers customers to other departments as appropriate. Reports to Branch Manager.

Flexibility with schedule is required. Additionally, employee will be expected to work at the Winnetka, Wilmette, and Lake Forest offices when necessary. They must maintain confidentiality at all times, be dependable and professional.


  • Previous experience required.

  • Metavante and Teller Insight experince prefered.

  • Familiar with Windows and Excel.

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Universal Banker I

Privatebancorp, Inc.