CIBC US
Overview
Join to apply for the
Group Portfolio Manager
role at
CIBC 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 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. What You’ll Be Doing
The Group Portfolio Manager (GPM) primary purpose is to ensure objectives related to internal portfolio management are met, in addition to overseeing the workflow of the Commercial Team of PMs and commercial lending Associates. The GPM will serve as the Group Head’s internal delegate and will provide approval within established guidelines for daily credit/portfolio administrative activity within Specialized Industries’ Security Industry Group. The Group Portfolio Manager will be responsible for, but not limited to, the following activities. Set appropriate context when assigning work to ensure that individuals’ roles support the achievement of the business unit’s priorities and CIBC’s overall goals Build team and individual capabilities by providing development opportunities such as job shadowing, special projects, and training Manage performance by providing fair and accurate formal and informal feedback, identifying and removing obstacles to performance and by explaining how performance expectations align with business priorities Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values Ensure compliance with policies, standards, guidelines and controls by applying the policies and controls fairly and consistently so employees understand what to expect Hire the right people in the right jobs to align individual capabilities with job requirements and business unit goals How You’ll Succeed
Client engagement – Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. Use knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals. Relationship building – Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and collaborate with others to ensure clients are connected to the right people and opportunities. Leveraging technology – Become a technology expert. Share knowledge by introducing clients to our mobile banking applications, enabling them to better manage their banking needs. Strategic Minded – Build and execute on communication strategies in support of key business initiatives that impact team members, partners and CIBC clients. Relationship Management – Create trusted advisor relationships. Who You Are
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do. You’re driven to succeed. You’re motivated by accomplishing your goals and delivering your best to make an impact. You embrace and champion change. You’re flexible and can pivot easily. You’ll continuously evolve your thinking and the way you work in order to deliver your best. Your influence makes an impact. You know that relationships and networks are essential to success. You lean in on executive guidance, and you inspire outcomes by making yourself heard. Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability. You have a degree/diploma in accounting, finance, or a related field. Minimum of 10 years of experience in Commercial Banking. You have demonstrated experience in Underwriting/Credit approvals: work with RM, Market Lead and Group Head, advise on deal structure, risk and resources, manage workflow and maintain an accurate pipeline of opportunities in Salesforce, exercise credit approval authority (non-LPO) for certain credit products and processes up to approved limits, exercise non-credit approval authority (non-LPO) up to approved limits, maintain client contact as needed. You have demonstrated experience in Client Onboarding/Closing: managing workflow/pipeline and ensuring visibility to support teams and deal team efforts to optimize onboarding/closing experiences. You have demonstrated experience in Client Portfolio Maintenance: engaging with RMs, PMs and Associates to address issues, ensure timely execution of PM activities, oversee risk ratings and reviews, prepare for meetings and exams, and coordinate data collection efforts as needed. You have demonstrated experience in Leadership and Team Training: directly manages all Credit Analysts/Associates and PMs, sets objectives, conducts performance reviews, provides training on policies and procedures, and acts as liaison with Credit Risk and HPA. Compensation and Benefits
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $135,000 - $200,000, depending on experience, qualifications, and location. Eligible for incentive compensation and discretionary bonuses. Benefits include Medical, Dental, Vision, Life Insurance, Disability, Paid Time Off, Holidays, 401(k), and additional programs. What You Need To Know
CIBC is committed to an inclusive environment; accommodations are available on request. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit. Applicants may be asked to complete assessments and tests as part of the process. Job Details
Job Location: IL-120 S LaSalle St Employment Type: Regular Weekly Hours: 40 Skills: Analytical Thinking, Business Banking, Business Development, Client Service, Financial Advising, Portfolio Management, Results-Oriented
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Join to apply for the
Group Portfolio Manager
role at
CIBC 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 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. What You’ll Be Doing
The Group Portfolio Manager (GPM) primary purpose is to ensure objectives related to internal portfolio management are met, in addition to overseeing the workflow of the Commercial Team of PMs and commercial lending Associates. The GPM will serve as the Group Head’s internal delegate and will provide approval within established guidelines for daily credit/portfolio administrative activity within Specialized Industries’ Security Industry Group. The Group Portfolio Manager will be responsible for, but not limited to, the following activities. Set appropriate context when assigning work to ensure that individuals’ roles support the achievement of the business unit’s priorities and CIBC’s overall goals Build team and individual capabilities by providing development opportunities such as job shadowing, special projects, and training Manage performance by providing fair and accurate formal and informal feedback, identifying and removing obstacles to performance and by explaining how performance expectations align with business priorities Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values Ensure compliance with policies, standards, guidelines and controls by applying the policies and controls fairly and consistently so employees understand what to expect Hire the right people in the right jobs to align individual capabilities with job requirements and business unit goals How You’ll Succeed
Client engagement – Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. Use knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals. Relationship building – Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and collaborate with others to ensure clients are connected to the right people and opportunities. Leveraging technology – Become a technology expert. Share knowledge by introducing clients to our mobile banking applications, enabling them to better manage their banking needs. Strategic Minded – Build and execute on communication strategies in support of key business initiatives that impact team members, partners and CIBC clients. Relationship Management – Create trusted advisor relationships. Who You Are
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do. You’re driven to succeed. You’re motivated by accomplishing your goals and delivering your best to make an impact. You embrace and champion change. You’re flexible and can pivot easily. You’ll continuously evolve your thinking and the way you work in order to deliver your best. Your influence makes an impact. You know that relationships and networks are essential to success. You lean in on executive guidance, and you inspire outcomes by making yourself heard. Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability. You have a degree/diploma in accounting, finance, or a related field. Minimum of 10 years of experience in Commercial Banking. You have demonstrated experience in Underwriting/Credit approvals: work with RM, Market Lead and Group Head, advise on deal structure, risk and resources, manage workflow and maintain an accurate pipeline of opportunities in Salesforce, exercise credit approval authority (non-LPO) for certain credit products and processes up to approved limits, exercise non-credit approval authority (non-LPO) up to approved limits, maintain client contact as needed. You have demonstrated experience in Client Onboarding/Closing: managing workflow/pipeline and ensuring visibility to support teams and deal team efforts to optimize onboarding/closing experiences. You have demonstrated experience in Client Portfolio Maintenance: engaging with RMs, PMs and Associates to address issues, ensure timely execution of PM activities, oversee risk ratings and reviews, prepare for meetings and exams, and coordinate data collection efforts as needed. You have demonstrated experience in Leadership and Team Training: directly manages all Credit Analysts/Associates and PMs, sets objectives, conducts performance reviews, provides training on policies and procedures, and acts as liaison with Credit Risk and HPA. Compensation and Benefits
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $135,000 - $200,000, depending on experience, qualifications, and location. Eligible for incentive compensation and discretionary bonuses. Benefits include Medical, Dental, Vision, Life Insurance, Disability, Paid Time Off, Holidays, 401(k), and additional programs. What You Need To Know
CIBC is committed to an inclusive environment; accommodations are available on request. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit. Applicants may be asked to complete assessments and tests as part of the process. Job Details
Job Location: IL-120 S LaSalle St Employment Type: Regular Weekly Hours: 40 Skills: Analytical Thinking, Business Banking, Business Development, Client Service, Financial Advising, Portfolio Management, Results-Oriented
#J-18808-Ljbffr