Private Banking Msl Team - Business Effectiveness Coordinator

CIBC Capital Markets

Chicago, IL, United States
Base: $70,000 - $80,000; bonus/equity: eligible fo...
Hybrid
Securities based lending experience
High net worth client service
Loan documentation processing
This role actively leads projects to deliver exceptional service to High Net Worth and Ultra High Net Worth clients within the Marketable Secured Lending space

Job Summary

  • This role actively leads projects to deliver exceptional service to High Net Worth and Ultra High Net Worth clients within the Marketable Secured Lending space.
  • The position requires a key liaison to ensure securities-based product requests are processed accurately while managing the full lifecycle of account openings and closures.
  • CIBC offers a competitive total rewards package including medical, dental, vision, life insurance, disability plans, and a discretionary bonus component.

Matching Summary

This role actively leads projects to deliver exceptional service to High Net Worth and Ultra High Net Worth clients within the Marketable Secured Lending space.

Salary

Base: $70,000 - $80,000; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, Life Insurance, Disability, 401(k)

Skills & Requirements

Must-have

  • Securities Based Lending experience
  • High Net Worth client service
  • Loan documentation processing
  • Risk assessment for lending
  • Regulatory compliance knowledge

Nice-to-have

  • Strong problem-solving skills
  • Inclusive teamwork mindset
  • Community volunteer commitment
  • Advanced Excel proficiency
  • Project management capabilities

Key Requirements

  • 5 years experience in wealth-high net worth lending
  • Degree or diploma in finance or related field
  • Experience with Supernova, FastNet, and FIS/IBS systems
  • Legal eligibility to work in the specified location

Work Rights

Must be legally eligible to work in the US

Tailored Resume

Cover Letter