Quentin Harris
Private Banking Associate @CIBC US
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WORK HISTORY
Private Banking Associate @CIBC US
Chicago, IL, US
Serve as the primary point of contact for the cross-border team, assisting a portfolio of 45-50 high-net-worth individuals with deposit-related requests, including money movement transactions (both domestic and international), client reporting, and exception clearing-Oversee the onboarding and account opening process for both new and existing clients. This includes gathering account-specific information, obtaining relevant documentation from clients, and coordinating with the operational team to maintain a high standard of client experience-Use product knowledge to enhance client exposure by offering depository products (CD, checking, savings, money market, IOTIA), retirement products (401K, Roth IRA), and loan products (RLOC, term loans, marketable security loans)-Collaborate with external Trust partners to ensure the submission of all required documentation is accurate and complete-Address client issues related to CIBC platform interruptions and delayed transactions while delivering high-quality client support-Act as an intermediary among assigned private bankers, operations, treasury management, sales, and implementations teams to ensure optimal internal service success is achieved-Identify and control risk to prevent fraudulent account behavior and potential fraud exposure.
EDUCATION
University of Missouri-Columbia
Bachelor of Human Environmental Science, Personal Finance
University of Missouri-Columbia
Bachelor of Business Administration - BBA, Business Minor
ABOUT QUENTIN HARRIS
Private Banking Associate at CIBC with nearly eight years of experience serving business…
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