relationship manager

KeyBank

<div>Location:
1 N Wacker Drive, Chicago Illinois
Job Summary 
The Senior Relationship Manager, Commercial serves as the primary contact and Financial Advisor for commercial clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Senior Relationship Managers drive financial performance through profitable cash management/deposit growth, quality credit, and strategic advisory services. 
 
Essential Functions<ul><li>
Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client &quot;expert&quot; and the primary contact for most client-related matters.</li><li>
Drive a focused growth strategy and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry.</li><li>
Manage strategic issues including capital raising, regulatory compliance, ownership transition planning, M&amp;A, revenue cycle management, etc.</li><li>
Educate the client on Key's expertise and capabilities in core product areas, including cash management, derivatives, equipment finance, and more.</li><li>
Maintain active prospecting efforts, including identification, qualification and calling, as well as develop an active Center of Influence (COI) referral network.</li><li>
Identify cross-sell opportunities and collaborate with other Community Bankers and Product Specialists to structure, coordinate and sponsor credit and non-credit products/services.</li><li>
Continuously improve functional/technical sales and credit expertise and transfer this knowledge to team members, partnering effectively with Credit Officers, as the first level sponsor for credit decisions.</li><li>
Assemble and lead cross-functional teams to quickly respond to customer requests when not able to address requests personally.</li><li>
Lead credit processes and ensure asset quality, including underwriting, structuring, and portfolio management; prepare Asset Quality Reports and Risk Rating models for accurate risk assessment.</li><li>
Mentor junior Relationship Managers and contribute to the development of team capabilities and performance.</li><li>
Lead strategic client reviews and proactively deliver insights and recommendations aligned with client goals.</li><li>
Contribute to strategic planning and initiatives of the commercial team.</li><li>
Maximize profitability of assigned portfolio by effectively selling the value Key provides.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul> 
Education<ul><li>
Bachelor's Degree in accounting, finance, or related field or equivalent experience (required)</li><li>
Master's Degree (preferred)</li></ul> 
Work Experience<ul><li>
7+ years of financial services experience (required)</li><li>
1+ years Formal commercial credit training &amp; experience from a bank or financial institution (required)</li><li>
Strong track record of achieving performance targets (required)</li><li>
5+ years of high performing experience providing financial expertise, counsel, and customized solutions to commercial clients in middle- to upper-market revenue brackets (preferred)</li><li>
Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality (preferred)</li><li>
Involvement in relevant boards and/or industry organizations (preferred)</li></ul> 
Skills<ul><li>
Prioritizing the needs, goals, and success of clients in every decision and interaction, ensuring tailored and responsive service.</li><li>
Making decisions that reflect high ethical standards, balancing client needs with regulatory and organizational responsibilities.</li><li>
Taking ownership of decisions, actions, and outcomes, and holding oneself and others responsible for delivering results.</li><li>
Anticipating future trends and aligning client strategies with long-term business goals and market opportunities.</li><li>
Communicating clearly and persuasively with senior executives, both internally and externally, to influence decisions and build trust.</li><li>
Understanding the financial, operational, and strategic drivers of commercial organizations to provide relevant and impactful banking solutions.</li><li>
Effectively using customer relationship management systems to track interactions, manage pipelines, and support relationship development.</li><li>
Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank&rsquo;s capabilities and strategic goals.</li><li>
Possessing deep knowledge of commercial banking products and services, and how they apply to the unique needs of commercial clients.</li><li>
Designing and negotiating complex financial solutions that align with client needs and the bank&rsquo;s risk and profitability standards.</li><li>
Systematically evaluate the likelihood and impact of risks and identify leading indicators to support informed decision-making and protect the client&rsquo;s and bank&rsquo;s interests.</li></ul> 
Core Competencies<ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul> 
Physical Demands<ul><li>
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.</li></ul> 
Travel<ul><li>
Occasional travel to include overnight stay.</li></ul> 
Driving Requirements<ul><li>
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.</li></ul>
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 04/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. 

#LI-Hybrid</div>

Senior Relationship Manager

1000HEADS

<div>The 1000heads Relationships team is a proud, powerful collective of social media obsessives and experts in managing influencer and creator relationships.
As a Freelance Senior Relationship Manager, you will play a key role in leading influencer strategy and relationship management across tech and telecom. You will collaborate closely with cross-functional teams including Accounts, Strategy, Creative, and Insights to deliver high-impact, social-first campaigns.
This role requires a strong background in influencer marketing, creator partnerships, and campaign execution, with the ability to manage relationships at scale while ensuring cultural relevance and authenticity.
We are looking for someone who is bilingual in Spanish and English and brings experience working with Latinx creators and communities, with a deep understanding of cultural nuances, trends, and opportunities within these audiences. 
Requirements 
<ul><li>
Must be based in and able to work hybrid (2 days/week) from one of our U.S. offices: Chicago, New York, Los Angeles, or Miami</li><li>
3&ndash;5 years of agency or influencer marketing experience</li><li>
Bilingual in English and Spanish (required)</li><li>
Proven experience working with Latinx creators, communities, or culturally relevant campaigns strongly preferred</li><li>
Strong understanding of the influencer and creator landscape across platforms (Instagram, TikTok, YouTube, etc.)</li><li>
Experience managing end-to-end influencer campaigns and production workflows</li><li>
Excellent communication, organization, and stakeholder management skills</li><li>
Strong attention to detail with the ability to manage multiple projects simultaneously</li><li>
Comfortable working in a fast-paced, evolving environment</li><li>
Proactive, solutions-oriented mindset with strong problem-solving skills</li><li>
Proficiency in Microsoft Office (Word, Excel, PowerPoint)</li></ul>
RESPONSIBILITIES
Influencer &amp; Creator Relationship Management<ul><li>
Build and maintain strong, authentic relationships with influencers and creators across platforms</li><li>
Establish trust and foster long-term partnerships through consistent communication and engagement</li><li>
Identify and vet new creators, with a strong focus on Latinx and Spanish-speaking talent</li><li>
Maintain an active understanding of creator trends, especially within Latinx communities and culture</li></ul>
Strategy &amp; Campaign Execution<ul><li>
Lead influencer strategy across campaigns, including profiling, creator selection, and engagement approach</li><li>
Oversee briefing, content development, and approvals to ensure alignment with client objectives</li><li>
Ensure all campaigns meet high standards for quality, authenticity, and cultural relevance</li><li>
Collaborate with internal teams to develop innovative, insight-driven campaign ideas</li></ul>
Production, Events &amp; Activations<ul><li>
Oversee end-to-end execution of influencer campaigns, including content production, timelines, and deliverables</li><li>
Lead event and activation planning, including creator participation, logistics, and on-site execution where required</li><li>
Ensure all deliverables are completed on time, on brief, and to a high standard</li></ul>
Compliance, Budget &amp; Operations<ul><li>
Ensure all influencer activity is compliant with FTC guidelines and brand requirements</li><li>
Track budgets, manage invoices, and oversee creator contracts and legal agreements</li><li>
Maintain accurate reporting, including performance tracking and campaign analysis</li><li>
Ensure all third-party costs are approved and managed within budget</li></ul>
Client &amp; Internal Collaboration<ul><li>
Build strong relationships with internal teams and support client communications as needed</li><li>
Contribute to presentations, reports, and campaign recaps</li><li>
Manage multiple projects simultaneously and adapt quickly in a fast-paced environment</li></ul> 

Benefits 
Compensation
$7,000-$8,500 per month</div>

Freelance Senior Relationship Manager

tastytrade, Inc.

<div>Company: IG US Holdings, Inc. 
Role: Affiliate Relationships Manager 
Location: Chicago, IL &ndash; Hybrid (3 days/week in office) 
 
The Affiliate Relationships Manager is a revenue accelerator, who will help grow the tasty brand through third-party relationships. You will own the affiliate marketing channel end-to-end, building the operational infrastructure, and scale what works.

Additionally, you will also support the business leaders in managing our broader strategic relationships, helping coordinate and track deliverables and marketing goals across a set of larger platform integrations, exchange relationships, and co-marketing initiatives with other industry participants. You will get meaningful exposure and the opportunity to grow in scope as the program matures.

This is a high impact role designed for someone who is hungry, executes relentlessly, and excited to contribute to our next phase of growth.

What You'll Do:

Affiliate Program Operations &amp; Analytics
<ul>
<li>Serve as the primary point of contact and relationship owner for our entire portfolio of affiliate relationships</li>
<li>Manage end-to-end program operations which involve affiliate onboarding, contract execution, and payout processing</li>
<li>Own affiliate-level analytics such as tracking CPFA, customer segment distribution, revenue contribution, and ROI across the full portfolio</li>
<li>Identify optimization levers within existing relationships and execute on them</li>
<li>Scout, evaluate, and onboard affiliates across influencers, publishers, investor education companies, financial content creators, and adjacent platforms</li>
<li>Build and maintain the operational infrastructure that makes the program scalable by standardizing tracking, documentation, onboarding processes, and reporting cadences</li>
<li>Interact cross-functionally with Legal and Compliance on content and contract approvals, Marketing on campaigns and creative assets, and Data on customer quality measurement and reporting</li>
</ul>
Strategic Partnership Support
<ul>
<li>Provide coordination and execution support on larger strategic partnerships</li>
<li>Manage cross-functional coordination for select partner workstreams, keep stakeholders aligned and deliverables on track</li>
<li>Help develop partner-facing materials and maintain relationship infrastructure as needed</li>
</ul>
Who You Are:
<ul>
<li>4-6 years of experience in affiliate marketing, performance marketing, or partnership-driven growth with demonstrated track record of scaling programs and delivering measurable results</li>
<li>Excellent communicator and natural relationship manager who builds trust easily and can represent tasty professionally across a range of relationship types</li>
<li>Strong analytical skills and proficiency with data analysis and performance optimization</li>
<li>Comfortable operating in fast-faced, cutting edge environments ideally in a startup or growth-stage company where structure is being developed and new ideas are being tested on an ongoing basis</li>
<li>Experience using affiliate management platforms such as Impact Radius is a plus but not a requirement</li>
<li>Having a network within the fintech, retail brokerage, futures or financial media space that you can activate quickly is a plus but not a requirement</li>
<li>Familiarity with FINRA/NFA compliance requirements is plus but not a requirement 
</li>
<li>Must be willing to obtain your SIE and Series 7 licenses upon hire if not already acquired</li>
</ul>
Company Perks + Benefits:
<ul>
<li>Performance Bonuses</li>
<li>Stock Purchase Options</li>
<li>Medical/Vision/Dental Benefits</li>
<li>401k Plan</li>
<li>20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)</li>
<li>10 Paid Sick Days</li>
<li>Gym Membership Reimbursement</li>
<li>Commuter Benefits</li>
<li>Pet Insurance</li>
<li>Wellness &amp; Mental Health Programs</li>
<li>Charitable Donation Matching</li>
<li>Two Paid Volunteer Days Off</li>
<li>Daily catered lunch when in the office</li>
<li>Full kitchen with snacks and beverages</li>
<li>In-building gym</li>
<li>Shuttle to/from Metra</li>
</ul>
Salary Range: $95,000 - $125,000 
The actual salary offered will be based on the candidate's level of experience and qualifications.

Discretionary Performance Bonus: 8-12% of base salary based on individual and company performance. 

About IGNA + tasty 
IG North America is home to tastytrade, tastylive, tastyfx, and tastycrypto&mdash;a family of brands built to democratize trading and empower individual investors. Founded in Chicago by the creators of thinkorswim, acquired by London-based IG Group in 2021, we combine startup innovation with the backing of a global fintech leader with 50+ years of experience.
From our headquarters in Chicago's Fulton Market, our team builds award-winning trading platforms, produces live financial education content daily, and creates technology that makes complex markets accessible. tastytrade is our retail brokerage for self-directed investing and trading, with tastylive providing content to educate our customers. tastyfx is the fastest-growing forex broker in the US. tastycrypto provides self-custody digital wallets for decentralized finance.
We're a lean, collaborative team that values autonomy, pragmatism, and impact. Whether you're building technology, creating content, serving customers, or supporting operations, you'll work alongside people who are passionate about disrupting traditional finance and genuinely care about helping traders succeed. Our culture rewards initiative, embraces experimentation, and measures success by the value we create for our users.
Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.

tastytrade | tastylive | tastyfx | tastycrypto 
1330 W Fulton Market, Chicago, IL 60607
<ul><li>Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your experience doesn't align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles!</li></ul></div>

Affiliate Relationships Manager

U.S. Bank

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2><div>
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers&rsquo; banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer&rsquo;s unique goals and needs. 
 
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. 
 
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.</div><div>
Basic Qualifications 
<ul><li>High school diploma or equivalent</li><li>Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul></div><div>
Preferred Skills/Experience 
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up</li><li>Ability to effectively engage and communicate with clients</li><li>Basic knowledge of applicable bank and branch policies, procedures and support systems</li><li>Proven customer service and interpersonal skills</li><li>Experience with using and demonstrating digital products and self-service technologies</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated basic level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively</li><li>Experience in the financial services industry preferred</li></ul></div><div></div><div>
This role requires working from a U.S. Bank location for all scheduled work days.&rdquo;</div>
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.34 - 24.86
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

Client Relationship Consultant 1 (Banker) - West Town

<div>The 1000heads Account team is a proud, powerful collective of social media obsessives who are experts in managing client relationships and delivering best-in-class, social-first campaigns. This role is currently a freelance position, but may become a full-time opportunity.
As a Freelance Account Manager, you will play a key role in leading day-to-day client communications while partnering cross-functionally with Creative, Strategy, Design, and Insights teams to deliver high-quality, integrated campaigns. This role is focused on client service, project management, and influencer/creator-led campaign execution.
We are looking for an enthusiastic, solution-oriented Account Manager with strong interpersonal and organizational skills who thrives in a fast-paced agency environment. The ideal candidate brings agency experience across account management and influencer/creator campaigns, with the ability to manage timelines, budgets, and deliverables across multiple workstreams.
Experience working on large-scale accounts is highly preferred. A strong understanding of social platforms, influencer marketing, and creator partnerships is essential. 
Requirements 
<ul><li>
Must be based in or able to work hybrid (2 days/week) from one of our U.S. offices: New York, Los Angeles, Chicago, or Miami</li><li>
2&ndash;5 years of agency or relevant experience, with a focus on account management and/or influencer marketing</li><li>
Experience supporting or managing influencer/creator campaigns</li><li>
Strong understanding of social platforms and digital content ecosystems</li><li>
Excellent organizational and multitasking abilities in fast-paced environments</li><li>
Strong communication and stakeholder management skills</li><li>
Strategic thinker with a proactive, solutions-oriented mindset</li><li>
Comfortable leading day-to-day account management responsibilities</li><li>
Culturally connected with a passion for social media, content, and emerging trends</li></ul>
RESPONSIBILITIES
Client &amp; Relationship Management<ul><li>
Lead day-to-day client communication and build strong, trusted relationships</li><li>
Develop thoughtful, creative solutions in response to client briefs and campaign needs</li><li>
Gain a deep understanding of client brands, audiences, and business objectives</li><li>
Monitor market trends, cultural moments, and competitive activity</li></ul>
Influencer &amp; Campaign Management<ul><li>
Support and manage influencer/creator campaigns from briefing through execution</li><li>
Partner with internal teams to develop and deliver creator-led campaign strategies</li><li>
Coordinate with creators and/or influencer teams to ensure clear communication, timelines, and deliverables</li><li>
Ensure all content and campaign outputs align with client expectations and brand guidelines</li><li>
Maintain a strong understanding of the creator landscape and platform trends (Instagram, TikTok, YouTube, etc.)</li></ul>
Project &amp; Financial Management<ul><li>
Develop and maintain project timelines, trackers, and scopes of work</li><li>
Support budget management, cost estimates, and approvals</li><li>
Ensure all work is approved prior to execution and delivered within scope</li><li>
Track and manage billing processes to ensure timely completion</li></ul>
Internal Collaboration<ul><li>
Coordinate cross-functional teams to ensure smooth workflow across departments</li><li>
Maintain organized documentation and centralized project files</li><li>
Support the development of client presentations, reports, and campaign recaps</li><li>
Ensure alignment with senior stakeholders at key stages</li></ul> 

Benefits 
$6,000 &ndash; $7,500 per month (freelance, based on experience and scope)
ABOUT 1000HEADS
1000heads combines expertise in data &amp; analytics, strategy, technology, and creativity to help the world&rsquo;s best businesses build Social Age brands. We provide a fully integrated, end-to-end Social Transformation&trade; proposition to blue-chip clients including Alphabet, Amazon, Cisco, and Diageo.
With over 200 employees across 12 global offices, we are a diverse, inclusive team committed to creating better, bolder ideas through collaboration and respect.
1000heads is an Equal Opportunities Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</div>

Freelance to Perm Account Manager

<div>We&rsquo;re seeking a future team member for the role of Senior Vice President, Private Banking to join our Private Banking team. This role is located in Chicago, IL or Cleveland, OH.
In this role, you&rsquo;ll make an impact in the following ways:<ul><li>
Independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention.</li><li>
Serve in a consultative role to clients, advising on the best way to achieve short- and long-term strategic objectives and acting as the client&rsquo;s advocate and escalation point for satisfaction.</li><li>
Collaborate with Line of Business colleagues to develop and broaden client relationships and contribute to the development of team/unit metrics, dashboards, and roadmaps.</li><li>
Prospect new clients in similar industries or segments, conduct service review meetings, and ensure client onboarding and risk management activities are conducted and captured.</li><li>
The incumbent will have specialized knowledge/proficiency in the most complex lending products/specialties. This position is intended for experienced private bankers with a proven track record of successful business production.</li><li>
Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.</li><li>
Continually evaluate client needs and ensure sustained client engagement. Develop, track and report on relationship strategy/results for assigned client portfolio.</li><li>
Work with other relationship managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership. Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)</li></ul>
To be successful in this role, we&rsquo;re seeking the following:<ul><li>
Bachelor&rsquo;s degree or the equivalent combination of education and experience is required; advanced/graduate degree preferred.</li><li>
Successful completion of a formal credit training program or equivalent work experience required.</li><li>
7-10 years of relevant work experience preferred, including financial services experience with a particular client type or banking product and understanding of credit policies and underwriting procedures.</li><li>
Prior experience in Relationship Management, Client Services, or Account Management required.</li><li>
Applicable local/regional licenses (e.g., Series 7 and 63 licenses) or certifications as required by the business achieved in the first 12 months employment.</li></ul></div>

Senior Vice President, Private Banking

CIBC

<div>We&rsquo;re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what&rsquo;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
Key Responsibilities<ul><li>
Lead and mentor a Treasury Management sales team serving CRE clients, using consultative sales strategies based on market trends. Target high-potential segments by analyzing opportunities, competition, and regulations, and adapt sales approaches with data-driven insights for sustained growth.</li><li>
Collaborate with Relationship Managers and business executives to facilitate deposit growth, aligning outreach strategies, joint account plans, and success strategies for significant opportunities.</li><li>
Manage team pipeline, forecasting, active use of Salesforce for managing opportunities</li><li>
Work with internal partners to deliver seamless onboarding and ongoing service.</li><li>
Recruit, onboard, coach, and manage talent.</li><li>
Foster compliance, risk management, and ethical practices.</li></ul>
Player-Coach Expectations<ul><li>
Maintains an individual production objective while ensuring that overall team goals are achieved.</li><li>
Dedicates significant time engaging with team members in the market (joint client visits, deal strategy discussions, and presentation support) to support performance improvement and skill development.</li><li>
Establishes a consistent operating rhythm through pipeline reviews, activity management, and structured coaching routines, consistently upholding standards.</li><li>
Serves as the escalation point for complex transactions, pricing concerns, onboarding matters, and relationship challenges.</li></ul>
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview
How you&rsquo;ll succeed<ul><li>
Applies treasury management and CRE industry expertise to deliver client-focused solutions.</li><li>
Works effectively across teams in a matrixed environment.</li><li>
Communicates and negotiates confidently with senior stakeholders.</li><li>
Uses strong financial acumen and consultative selling to position offerings competitively.</li><li>
Leads and develops teams to achieve results.</li><li>
Demonstrates strategic thinking and adapts to market trends.</li><li>
Builds relationships and influences stakeholders for alignment.</li><li>
Maintains accountability and disciplined execution.</li><li>
Solves problems and manages change effectively.</li></ul>
Qualifications
<ul><li>Bachelor&rsquo;s degree in Finance, Business, or a related field, or equivalent experience; CTP certification preferred.</li><li>
10+ years in treasury management, commercial banking, or real estate sales, with consultative selling success and a proven record of meeting sales targets.</li><li>
Leadership or coaching experience, and ability to develop top-performing teams.</li><li>
Strong knowledge of treasury management, CRE industry dynamics, and CRE payment flows; capable of translating client needs into solutions.</li><li>
Experience collaborating across Relationship Management, Product, Implementation, and Risk in a matrixed environment.</li><li>
Excellent communication, negotiation, and presentation skills, including comfort with senior stakeholders.</li></ul>
California residents &mdash; your privacy rights regarding your actual or prospective employment<div>
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $180,000 - $200,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee&rsquo;s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.</div><div> 
This position does not offer visa sponsorship.
#LI-TA</div>
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.<ul><li>
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.</li><li>
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.</li><li>
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.</li></ul><ul><li>Subject to plan and program terms and conditions</li></ul>
What you need to know<ul><li>
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com</li><li>
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.</li><li>
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.</li></ul>
Job Location
IL-120 S LaSalle St
Employment Type
Regular
Weekly Hours
40
Skills
Budgeting, Business Banking, Cash Management, Client Service, Financial Advising, Group Problem Solving, Management Planning, Market Trends, People Management, Results-Oriented</div>

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