Private Banking MSL Team - Business Effectiveness Coordinator
CIBC · Chicago, Illinois, US
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...
Job description
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 As a Private Banking MSL Team - Business Effectiveness Coordinator, you will actively lead and support various projects while collaborating closely with Private Bankers to deliver exceptional service to High Net Worth and Ultra High Net Worth clients within our Marketable Secured Lending space. You will serve as a key liaison among clients, Bankers, Wealth Advisors, and internal Operations teams to ensure that all Securities Based Product requests are processed accurately and efficiently. Your responsibilities include verifying the credit application is correct, preparing the file for document preparation/closing, and tracking loan documentation, maintaining and organizing client files, and managing the full lifecycle of account openings and closures. Additional...