Job Information
CIBC Associate Relationship Manager, Indigenous Trust in United States
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 (https://www.cibc.com/en/about-cibc.html)
What You’ll Be Doing
Reporting to the Executive Director, Indigenous Trust with a dotted line to the Vice President, Indigenous Markets, the Associate Relationship Manager (ARM), Indigenous Trust provides support for relationship management and administration oversight for the Indigenous Trusts. This involves partnering with a specialized team of professionals within Trust, Commercial Banking and Wealth Management dedicated to working with Indigenous clients. Of key importance to this role is your role in assisting with the management of client relationships and participation in certain procedures and checklists that ensure thorough client file management and that reflect and address the unique needs of Indigenous clients and characteristics of Indigenous Trusts. To this end, the Associate Relationship Manager will assist the Relationship Managers ( RM) and the Trust officers who oversee the management of Indigenous files and related work done by Trust personnel. Primary duties of the Associate Relationship Manager will be to liaise directly with Indigenous Trust clients and the Relationship Managers to ensure the effective management and administration of the Trust and to build trusted relationships with Indigenous Leaderships, Communities, Trustees, Service Providers, and key stakeholders.
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’ll Succeed
Accountability for the management of client relationships, acting with and supporting the RM as the primary client contact.
Engage with Indigenous clients regarding the delivery of Trust programs, funding, reporting, communication, and training.
Liaise with key wealth partners and stakeholders (both internally and externally) to developand implement tailored Trust solutions, services, and strategies that are reflective of Indigenous communities priorities as part of RM team.
Ensures the Trust is administered in compliance with the Trust Deed as part of the RM and Trust team, acting as liaison for the Indigenous Community and their leadership.
Support the onboarding of new Indigenous Trust clients.
Prepares for and assist the RM with Community Trust meetings with Trustees from the community (including agenda preparation, minutes, and follow up).
Timely, accurate, and professional support, communication and and administration of complex Indigenous trusts.
Maintains up-to-date knowledge and understanding of Trust legislation and issues impacting the Indigenous market.
Adhering to all CIBC Trust Policies & Procedures.
Preparation and communication of reporting to the leadership and community members.
Attending Trustee meetings and other Community meetings with the RM
Provides ongoing education and training for Indigenous community members, as applicable on Trust matters and other financial education.
Partnering effectively with external experts such as Investment Consultants, Investment Managers, tax specialist, and Auditors who service the Indigenous Trust and who provide guidance and oversight of the Indigenous Trust strategy and day to day management and oversight.
Partnering effectively with internal experts from the Investment Management Department, Tax Department, and other areas within CIBC to provide support and administration on client investment, tax and other issues impacting the trusts.
Developing and maintains a strong partnership with wealth partners in order to provide excellent client service and to support opportunities that may not involve acting as Trustee but where Trust services may be required.
Assists Trust Officers to perform effective tracking, monitoring and compliance procedures relative to complex Indigenous Trust documents and pursuant to CIBC guidelines pas a relationship partner.
Assists in developing standards in Trust administration, and vetting new policies and procedures.
Provide support and encouragement to employee commitment to the organization, to the team, and to their job by:
Setting appropriate context when assigning work to ensure that individuals’ roles support the achievement of the business unit’s priorities and CIBC’s overall goals;
Building team and individual capabilities by providing development opportunities such as job shadowing, special projects, and training;
Assisting the Trust Officers to manage performance of support team 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;
Creating a positive work environment and being an effective role model by championing CIBC’s mission, vision and values;
Ensuring compliance with policies, standards, guidelines and controls by applying the policies and controls fairly and consistently so employees understand what to expect
Who You Are
Some exposure or experience in the administration of Indigenous Trusts, or other Trust knowledge or experience.
Experience working with Indigenous communities.
Demonstrates a commitment to developing innovative solutions that are community led.
Demonstrates a willingness to learn from Indigenous communities on their journey to using their Trust as a vehicle for sustainable prosperity for seven generations.
Well-developed communication skills sufficient to interact effectively with clients, professionals and Indigenous groups/organizations.
Well-developed organizational skills, particularly the ability to prioritize.
Understanding of accounting, financial planning, budgeting and investing sufficient to administer a range of complex Trust Accounts and asset .
Writing skills sufficient to prepare correspondence containing detailed descriptions, explanations and specialized Trust terminology.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
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.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
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.
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.
*Subject to plan and program terms and conditions
What you need to know
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
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.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, 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.
Job Location
Vancouver-Commerce Place
Employment Type
Regular
Weekly Hours
37.5
Skills
Adaptability, Business, Customer Experience (CX), Indigenous Culture, Relationship Management
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
