Overview: About the Role Trade Services /Trade Finance Product Head is responsible for providing overall leadership, strategic direction, managing the P&L and ensuring operational excellence for the bank's trade Business. This role oversees the end to end execution of trade transactions including letters of credit, collections, guarantees, and related financing while ensuring adherence to international regulations, ICC rules, and internal risk policies. The Trade Head also plays a pivotal role in the strategic development, management, and enhancement of trade finance products and services to ensure they remain competitive, compliant, and aligned with evolving market needs. Working closely with internal stakeholders, clients, and external partners, the position ensures seamless delivery of trade services and actively contributes to strengthening the bank's trade finance/services offering. What You'll Do: Lead and oversee all trade finance/services processing activities to ensure accuracy, efficiency, and compliance. Define and implement operational policies, procedures, controls, and service standards to ensure efficiency, consistency, and regulatory compliance. Elaborate Product programs and Product Team job descriptions and org chart, Manage the trade execution team, ensuring strong performance, clear prioritization, and operational continuity. Work with operations to elaborate review and implement the operative process aligned to bank processes and International Rules. Ensure full compliance with internal risk policies, ICC rules (UCP 600, URC 522, URDG 758, ISP98), and applicable international regulations, escalating issues as required. Liaise with internal stakeholders including business units, risk, compliance, legal, internal audit, and operations leadership to support governance, audits, and process improvements. Ensure the operative process and Guidelines in place, ensuring guidelines and procedures in place for the day to day trade services/finance operations, guiding staff through complex cases and supporting effective resolution of documentation, processing, or settlement issues. Monitor key performance indicators (KPIs) such as turnaround time, error rates, discrepancy rates, and SLA adherence; develop action plans to improve performance and operational quality. Review from the product perspective and for the operative process the entitlements and process for the authorization for the complex or high value transactions, ensuring accuracy, appropriate documentation, and adherence to trade regulations and bank policies. Work closely with sales, product, corporate finance, logistics/trade desks, compliance, and technology teams to ensure smooth trade execution and alignment with product and business goals. Qualifications: What You Bring: 8-10 years experience in trade, operations, trade services, or trade finance, with extensive exposure to documentary credits, collections, guarantees, and trade documentation. Extensive knowledge of trade finance products including Letters of Credit, Standby LCs, Documentary Collections, Guarantees, Supply Chain Finance, and trade-related financing structures. Ability to lead and develop teams, drive performance, delegate effectively, and build a high performing culture. Clear, professional, and effective communication skills, with the ability to interact confidently with internal stakeholders, clients, correspondent banks, and auditors. Strong familiarity with global sanctions, AML/KYC requirements, and regulatory frameworks impacting trade operations. Strong problem solving skills and demonstrated ability to take initiative and critically analyze processes and procedures in a push toward constant improvement Independent decision making and strong control mindset. Licenses/Certifications: Certified Documentary Credit Specialist (CDCS) preferred. Certified Trade Finance Professional (CTFP) preferred. Education: Bachelor's Degree in Finance, Economics, Business Administration, International Trade, or related fields. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/27/2026
Full time
Overview: About the Role Trade Services /Trade Finance Product Head is responsible for providing overall leadership, strategic direction, managing the P&L and ensuring operational excellence for the bank's trade Business. This role oversees the end to end execution of trade transactions including letters of credit, collections, guarantees, and related financing while ensuring adherence to international regulations, ICC rules, and internal risk policies. The Trade Head also plays a pivotal role in the strategic development, management, and enhancement of trade finance products and services to ensure they remain competitive, compliant, and aligned with evolving market needs. Working closely with internal stakeholders, clients, and external partners, the position ensures seamless delivery of trade services and actively contributes to strengthening the bank's trade finance/services offering. What You'll Do: Lead and oversee all trade finance/services processing activities to ensure accuracy, efficiency, and compliance. Define and implement operational policies, procedures, controls, and service standards to ensure efficiency, consistency, and regulatory compliance. Elaborate Product programs and Product Team job descriptions and org chart, Manage the trade execution team, ensuring strong performance, clear prioritization, and operational continuity. Work with operations to elaborate review and implement the operative process aligned to bank processes and International Rules. Ensure full compliance with internal risk policies, ICC rules (UCP 600, URC 522, URDG 758, ISP98), and applicable international regulations, escalating issues as required. Liaise with internal stakeholders including business units, risk, compliance, legal, internal audit, and operations leadership to support governance, audits, and process improvements. Ensure the operative process and Guidelines in place, ensuring guidelines and procedures in place for the day to day trade services/finance operations, guiding staff through complex cases and supporting effective resolution of documentation, processing, or settlement issues. Monitor key performance indicators (KPIs) such as turnaround time, error rates, discrepancy rates, and SLA adherence; develop action plans to improve performance and operational quality. Review from the product perspective and for the operative process the entitlements and process for the authorization for the complex or high value transactions, ensuring accuracy, appropriate documentation, and adherence to trade regulations and bank policies. Work closely with sales, product, corporate finance, logistics/trade desks, compliance, and technology teams to ensure smooth trade execution and alignment with product and business goals. Qualifications: What You Bring: 8-10 years experience in trade, operations, trade services, or trade finance, with extensive exposure to documentary credits, collections, guarantees, and trade documentation. Extensive knowledge of trade finance products including Letters of Credit, Standby LCs, Documentary Collections, Guarantees, Supply Chain Finance, and trade-related financing structures. Ability to lead and develop teams, drive performance, delegate effectively, and build a high performing culture. Clear, professional, and effective communication skills, with the ability to interact confidently with internal stakeholders, clients, correspondent banks, and auditors. Strong familiarity with global sanctions, AML/KYC requirements, and regulatory frameworks impacting trade operations. Strong problem solving skills and demonstrated ability to take initiative and critically analyze processes and procedures in a push toward constant improvement Independent decision making and strong control mindset. Licenses/Certifications: Certified Documentary Credit Specialist (CDCS) preferred. Certified Trade Finance Professional (CTFP) preferred. Education: Bachelor's Degree in Finance, Economics, Business Administration, International Trade, or related fields. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
City National Bank of Florida
Fort Lauderdale, Florida
Overview: About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer , you'll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You'll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You'll Do: Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones. Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services. Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship. Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs. Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience. Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance. Engage in the Community: Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele. Qualifications: What We're Looking For Experience: 8-10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred. Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions. Education: Bachelor's degree in Business, Finance, or a related field required. Master's Degree, preferred. Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs. Knowledge: Strong understanding of financial products, credit policies, and the private banking market. Education: Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/27/2026
Full time
Overview: About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer , you'll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You'll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You'll Do: Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones. Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services. Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship. Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs. Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience. Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance. Engage in the Community: Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele. Qualifications: What We're Looking For Experience: 8-10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred. Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions. Education: Bachelor's degree in Business, Finance, or a related field required. Master's Degree, preferred. Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs. Knowledge: Strong understanding of financial products, credit policies, and the private banking market. Education: Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
Overview: About the Role The Banking Center Support Specialist takes an active role in meeting the needs and expectations of clients by servicing, promoting, and cross-selling the Bank's products and services. Responsibilities include increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. What You'll Do Consistently meets and/or exceeds assigned individual and team sales goals. Supports relationship-building efforts through cross-selling, use of marketing materials, participation in promotions, telemarketing, and providing prompt client service. Maintains a prospect list of potential clients and participates in networking, outbound calling, and other outreach activities as directed. Opens and processes various types of accounts, products, and services after consulting with clients to understand their needs. Responds to general client inquiries, reconciles statements, and works with operations to resolve discrepancies and maintain accurate account records. Performs teller functions as needed, including accepting deposits, cashing checks within policy limits, processing withdrawals, selling travelers checks and cashier checks, and accepting loan payments. Facilitates client transactions and responds quickly and effectively to questions or concerns. Provides access to safe deposit boxes after verifying client identity and authorization. Completes documentation for safe deposit box rentals, transfers, or surrenders. Records payments for safe deposit box rent and follows up on past due accounts. Witnesses safe deposit box drilling due to lost keys or abandoned property and prepares items for escheatment. Contributes to team and individual goals related to deposits, loans, cross-selling, and referrals to other Bank units such as Investments, Lending, and Treasury Services. Performs paying, receiving, and collection functions with a high degree of accuracy. Adheres to all cash handling, operational, security, and compliance policies including BSA/AML. Assists Lending staff or works within own authority to interview loan applicants, collect required documentation, and support the credit decision process. May assist in closing loans in compliance with applicable regulations. Ensures compliance with operational and security procedures to maintain accounting integrity and safeguard assets. Completes general ledger tickets and balances transactions accurately. Performs vault duties and ATM reconciliations as assigned. May assist with more complex functions such as inputting and verifying domestic/international wire transfers within authorized limits and in accordance with policy. Supports Branch BSA operations and wire transfer processing as needed. Completes routine service requests and administrative tasks, including timely preparation of required reports. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and is expected to follow procedures, including notifying Human Resources of any changes in current status. Qualifications: 2-4 years of experience in retail banking or financial services, with direct exposure to both platform and teller responsibilities. Demonstrated ability to perform client-facing service functions including account opening, transaction processing, and cross-selling bank products. Proven success in meeting performance goals through relationship development and consistent service delivery. Strong cash handling skills with experience reconciling transactions, performing teller functions, and using teller terminals or online banking systems in accordance with operational and compliance procedures. Proficient in needs-based sales techniques and delivering high-level client service. Ability to interpret detailed written materials and perform accurate mathematical calculations. Capable of handling complex transactions efficiently and with attention to detail. Security-conscious and thorough in following procedures related to client accounts and banking operations. Understanding of Federal and State regulations applicable to teller and banking center activities. Willingness to work extended hours, including weekends, as needed. Ability to work in a fast-paced environment and travel between banking centers with little or no notice. Meets the requirements of the S.A.F.E. Act and follows procedures including timely notification to Human Resources of any changes in status. Education: High School Diploma or GED equivalent or a combination of education/relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/27/2026
Full time
Overview: About the Role The Banking Center Support Specialist takes an active role in meeting the needs and expectations of clients by servicing, promoting, and cross-selling the Bank's products and services. Responsibilities include increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. What You'll Do Consistently meets and/or exceeds assigned individual and team sales goals. Supports relationship-building efforts through cross-selling, use of marketing materials, participation in promotions, telemarketing, and providing prompt client service. Maintains a prospect list of potential clients and participates in networking, outbound calling, and other outreach activities as directed. Opens and processes various types of accounts, products, and services after consulting with clients to understand their needs. Responds to general client inquiries, reconciles statements, and works with operations to resolve discrepancies and maintain accurate account records. Performs teller functions as needed, including accepting deposits, cashing checks within policy limits, processing withdrawals, selling travelers checks and cashier checks, and accepting loan payments. Facilitates client transactions and responds quickly and effectively to questions or concerns. Provides access to safe deposit boxes after verifying client identity and authorization. Completes documentation for safe deposit box rentals, transfers, or surrenders. Records payments for safe deposit box rent and follows up on past due accounts. Witnesses safe deposit box drilling due to lost keys or abandoned property and prepares items for escheatment. Contributes to team and individual goals related to deposits, loans, cross-selling, and referrals to other Bank units such as Investments, Lending, and Treasury Services. Performs paying, receiving, and collection functions with a high degree of accuracy. Adheres to all cash handling, operational, security, and compliance policies including BSA/AML. Assists Lending staff or works within own authority to interview loan applicants, collect required documentation, and support the credit decision process. May assist in closing loans in compliance with applicable regulations. Ensures compliance with operational and security procedures to maintain accounting integrity and safeguard assets. Completes general ledger tickets and balances transactions accurately. Performs vault duties and ATM reconciliations as assigned. May assist with more complex functions such as inputting and verifying domestic/international wire transfers within authorized limits and in accordance with policy. Supports Branch BSA operations and wire transfer processing as needed. Completes routine service requests and administrative tasks, including timely preparation of required reports. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and is expected to follow procedures, including notifying Human Resources of any changes in current status. Qualifications: 2-4 years of experience in retail banking or financial services, with direct exposure to both platform and teller responsibilities. Demonstrated ability to perform client-facing service functions including account opening, transaction processing, and cross-selling bank products. Proven success in meeting performance goals through relationship development and consistent service delivery. Strong cash handling skills with experience reconciling transactions, performing teller functions, and using teller terminals or online banking systems in accordance with operational and compliance procedures. Proficient in needs-based sales techniques and delivering high-level client service. Ability to interpret detailed written materials and perform accurate mathematical calculations. Capable of handling complex transactions efficiently and with attention to detail. Security-conscious and thorough in following procedures related to client accounts and banking operations. Understanding of Federal and State regulations applicable to teller and banking center activities. Willingness to work extended hours, including weekends, as needed. Ability to work in a fast-paced environment and travel between banking centers with little or no notice. Meets the requirements of the S.A.F.E. Act and follows procedures including timely notification to Human Resources of any changes in status. Education: High School Diploma or GED equivalent or a combination of education/relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
Overview: About the Role The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. What You'll Do: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: About the Role The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. What You'll Do: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
City National Bank of Florida
Jacksonville, Florida
Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. Ensures compliance with the Bank's operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. Completes all necessary G/L tickets and balances accurately. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
01/26/2026
Full time
Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. Ensures compliance with the Bank's operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. Completes all necessary G/L tickets and balances accurately. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
City National Bank of Florida
Tallahassee, Florida
Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. Ensures compliance with the Bank's operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. Completes all necessary G/L tickets and balances accurately. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
01/26/2026
Full time
Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. Ensures compliance with the Bank's operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. Completes all necessary G/L tickets and balances accurately. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
Overview: Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We're entrepreneurs at heart-growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us! About the Role Are you a results-driven professional with a passion for building strong business relationships? As a Business Banker , you'll serve as the primary relationship manager for a portfolio of business clients, focusing on companies generating less than $20 million in gross sales. You'll drive growth by developing new business, managing client relationships, and delivering tailored financial solutions. This role is ideal for a seasoned banker with expertise in credit analysis, portfolio management, and business development. What You'll Do Drive Business Growth: Meet and exceed individual and team sales goals, including deposits, loans, and other key metrics. Build Relationships: Expand existing client relationships and acquire new business through referrals, networking, and targeted outreach. Analyze Credit: Conduct preliminary financial statement analysis and creditworthiness assessments to align with bank risk standards. Lead and Collaborate: Provide leadership to the sales team, develop sales strategies, and collaborate with internal partners to deliver a seamless client experience. Portfolio Management: Oversee client portfolios, ensuring covenant compliance, collateral monitoring, and risk management. Client Engagement: Maintain regular contact with top clients to identify cross-selling opportunities and deepen relationships. Market Expertise: Stay informed about market trends, competitors, and opportunities for business growth. Community Involvement: Actively participate in community organizations and events to represent the bank and fulfill CRA (Community Reinvestment Act) requirements. Key Responsibilities Develop and execute sales proposals and strategies to grow core deposits and loan funding. Structure and complete secured and unsecured business loans, ensuring compliance with bank policies. Conduct pre-call planning and prepare for joint client appointments with Small Business Bankers. Act as a client advocate, recommending financial solutions and cross-selling bank products and services. Evaluate business, industry, and financial risks, documenting assessments in credit approval documents. Participate in branch meetings, sales campaigns, and coaching sessions to support team success. Qualifications: What you Bring Experience: 5-7 years of business banking experience, including 2+ years in lending and credit analysis. Skills: Strong business development, consulting, and relationship management skills. Proven ability to meet sales goals and maximize cross-sell opportunities. Knowledge: Expertise in credit structuring, financial analysis, and risk management. Credit training preferred. Education: Bachelor's degree in Business Administration or a related field required. Tech Savvy: Proficiency in Microsoft Office and CRM tools. Communication: Exceptional verbal, written, and presentation skills. Education: Bachelor's Degree in Business Administration or a n equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Benefits & Perks We offer a competitive benefits package designed to support your success: Health Coverage : Medical, dental, and vision plans with employer contributions. Retirement Savings : 401(k) with matching, plus additional retirement options. Paid Time Off & Holidays: Generous PTO and paid holidays. Wellness Support : Access to mental health and financial wellness resources. Visit our benefits page to learn mor e Benefits! Join City National Bank of Florida. The possibilities are endless. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We're entrepreneurs at heart-growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us! About the Role Are you a results-driven professional with a passion for building strong business relationships? As a Business Banker , you'll serve as the primary relationship manager for a portfolio of business clients, focusing on companies generating less than $20 million in gross sales. You'll drive growth by developing new business, managing client relationships, and delivering tailored financial solutions. This role is ideal for a seasoned banker with expertise in credit analysis, portfolio management, and business development. What You'll Do Drive Business Growth: Meet and exceed individual and team sales goals, including deposits, loans, and other key metrics. Build Relationships: Expand existing client relationships and acquire new business through referrals, networking, and targeted outreach. Analyze Credit: Conduct preliminary financial statement analysis and creditworthiness assessments to align with bank risk standards. Lead and Collaborate: Provide leadership to the sales team, develop sales strategies, and collaborate with internal partners to deliver a seamless client experience. Portfolio Management: Oversee client portfolios, ensuring covenant compliance, collateral monitoring, and risk management. Client Engagement: Maintain regular contact with top clients to identify cross-selling opportunities and deepen relationships. Market Expertise: Stay informed about market trends, competitors, and opportunities for business growth. Community Involvement: Actively participate in community organizations and events to represent the bank and fulfill CRA (Community Reinvestment Act) requirements. Key Responsibilities Develop and execute sales proposals and strategies to grow core deposits and loan funding. Structure and complete secured and unsecured business loans, ensuring compliance with bank policies. Conduct pre-call planning and prepare for joint client appointments with Small Business Bankers. Act as a client advocate, recommending financial solutions and cross-selling bank products and services. Evaluate business, industry, and financial risks, documenting assessments in credit approval documents. Participate in branch meetings, sales campaigns, and coaching sessions to support team success. Qualifications: What you Bring Experience: 5-7 years of business banking experience, including 2+ years in lending and credit analysis. Skills: Strong business development, consulting, and relationship management skills. Proven ability to meet sales goals and maximize cross-sell opportunities. Knowledge: Expertise in credit structuring, financial analysis, and risk management. Credit training preferred. Education: Bachelor's degree in Business Administration or a related field required. Tech Savvy: Proficiency in Microsoft Office and CRM tools. Communication: Exceptional verbal, written, and presentation skills. Education: Bachelor's Degree in Business Administration or a n equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Benefits & Perks We offer a competitive benefits package designed to support your success: Health Coverage : Medical, dental, and vision plans with employer contributions. Retirement Savings : 401(k) with matching, plus additional retirement options. Paid Time Off & Holidays: Generous PTO and paid holidays. Wellness Support : Access to mental health and financial wellness resources. Visit our benefits page to learn mor e Benefits! Join City National Bank of Florida. The possibilities are endless. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
Overview: About The Role Acts as the primary advisor for a portfolio of Corporate Banking clients. Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio management activities. Assesses the risks and impact from both the client's and bank's perspective, identifies opportunities to cross-sell related banking products and services and leads the development of an overall client relationship strategy. Principal Duties & Responsibilities: Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals. Directs and manages the sales and service of financial services to Corporate Banking target market clients and prospects in accordance with loan quality guidelines, approval standards and production goals. Requires significant marketing presentation, sales and relationship building skills. Expands existing client relationships and actively seeks new clients via targeted prospecting. Responsible for meeting the broad needs of assigned clients by coordinating with assigned Risk Officers, Treasury Management Officers, Client Service Officers, and other Product Specialists. Partners with these specialists to meet the full range of client needs and ensures optimal response and service levels between departments. Under the parameters of procedures and individual authority, recommends and/or makes significant decisions regarding overdrafts, wires, pricing, structuring etc., for Loans, Treasury products, client servicing and other. If loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk of the loan, current conditions in the financial markets, overall profitability of the loan and overall client relationship, and the current internal goals of the bank. In conjunction with Corporate Banking Manager, makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc. Independently reviews all new and renewal loan requests, coordinates and actively participates in the underwriting process together with appropriate Risk Officer, ensuring adherence to the Bank's credit policies and criteria in loan decisions. Joint analysis with Corporate Banking Manager and risk partners, analyze, maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum. Ensures full compliance with loan terms. Promptly identifies potential issues and alerts management of any problems in the portfolio. Submits timely and accurate reports as required. Ensures that all loans are closed according to proper procedures and according to the specific conditions of the CAR working with the appropriate staff and the closing attorney. Qualifications: 2-4 years of Commercial Lending experience. Required Formal credit training by national or large regional bank Preferred Strong understanding of the principles of accounting and finance. Strong marketing and analytical skills. Demonstrated problem-solving skills and interpersonal skills in demanding situations. Must be a self-starter and highly disciplined. Ability to work in a fast-paced environment with aggressive goals and objectives. Must be able to analyze financial conditions and industry trends. Excellent and effective presentation and communication skills, both verbal and written. Proficient with Excel, Word, Microsoft Office, and CRM Applications. Education: Bachelor's Degree in Business or related field. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: About The Role Acts as the primary advisor for a portfolio of Corporate Banking clients. Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio management activities. Assesses the risks and impact from both the client's and bank's perspective, identifies opportunities to cross-sell related banking products and services and leads the development of an overall client relationship strategy. Principal Duties & Responsibilities: Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance. Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals. Directs and manages the sales and service of financial services to Corporate Banking target market clients and prospects in accordance with loan quality guidelines, approval standards and production goals. Requires significant marketing presentation, sales and relationship building skills. Expands existing client relationships and actively seeks new clients via targeted prospecting. Responsible for meeting the broad needs of assigned clients by coordinating with assigned Risk Officers, Treasury Management Officers, Client Service Officers, and other Product Specialists. Partners with these specialists to meet the full range of client needs and ensures optimal response and service levels between departments. Under the parameters of procedures and individual authority, recommends and/or makes significant decisions regarding overdrafts, wires, pricing, structuring etc., for Loans, Treasury products, client servicing and other. If loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk of the loan, current conditions in the financial markets, overall profitability of the loan and overall client relationship, and the current internal goals of the bank. In conjunction with Corporate Banking Manager, makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc. Independently reviews all new and renewal loan requests, coordinates and actively participates in the underwriting process together with appropriate Risk Officer, ensuring adherence to the Bank's credit policies and criteria in loan decisions. Joint analysis with Corporate Banking Manager and risk partners, analyze, maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum. Ensures full compliance with loan terms. Promptly identifies potential issues and alerts management of any problems in the portfolio. Submits timely and accurate reports as required. Ensures that all loans are closed according to proper procedures and according to the specific conditions of the CAR working with the appropriate staff and the closing attorney. Qualifications: 2-4 years of Commercial Lending experience. Required Formal credit training by national or large regional bank Preferred Strong understanding of the principles of accounting and finance. Strong marketing and analytical skills. Demonstrated problem-solving skills and interpersonal skills in demanding situations. Must be a self-starter and highly disciplined. Ability to work in a fast-paced environment with aggressive goals and objectives. Must be able to analyze financial conditions and industry trends. Excellent and effective presentation and communication skills, both verbal and written. Proficient with Excel, Word, Microsoft Office, and CRM Applications. Education: Bachelor's Degree in Business or related field. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
City National Bank of Florida
Jacksonville, Florida
Overview: About The Role The Commercial Banker Senior is pivotal in driving production by managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role actively collaborates with the sales team to establish, build, and maintain strong banking relationships, significantly contributing to the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, portfolio management, risk identification, and adherence to loan covenants. Key responsibilities also encompass ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands strong individual initiative and effective collaboration to achieve and exceed business objectives. Principal Duties and Responsibilities: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes creditworthiness and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to determine potential creditworthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 8-10 years experience in Commercial Banking Required Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally. Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: About The Role The Commercial Banker Senior is pivotal in driving production by managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role actively collaborates with the sales team to establish, build, and maintain strong banking relationships, significantly contributing to the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, portfolio management, risk identification, and adherence to loan covenants. Key responsibilities also encompass ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands strong individual initiative and effective collaboration to achieve and exceed business objectives. Principal Duties and Responsibilities: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes creditworthiness and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to determine potential creditworthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 8-10 years experience in Commercial Banking Required Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally. Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
Overview: About the Role We are looking for a results-driven Corporate Banking Relationship Manager Senior, you'll be the primary advisor for high-value corporate clients, driving business development and delivering tailored financial solutions. You'll grow your portfolio by building new relationships and deepening existing ones, focusing on strategic guidance, cross-selling opportunities, and seamless client service. Collaboration with internal partners is key to meeting client needs while managing risk and ensuring regulatory compliance. Principal Duties & Responsibilities Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements. Independently grow your portfolio through client referrals, networking, and targeted outreach. Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals. Present and promote banking solutions with confidence and clarity to both existing and prospective clients. Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience. Make informed decisions on overdrafts, wires, pricing, and structuring within your authority. Negotiate loan terms based on risk, market conditions, and overall client relationship value. Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies. Monitor portfolio quality, manage past due loans, and proactively address potential issues. Ensure timely and accurate reporting, and that all loans are closed in accordance with internal procedures and legal requirements. Qualifications: What you Bring 8-10 years of commercial lending experience required. Formal credit training from a national or large regional bank preferred. Strong understanding of accounting, finance, and credit analysis. Proven ability to build and grow client relationships in a fast-paced environment. Excellent communication, presentation, and problem-solving skills. Proficiency in Microsoft Office and CRM tools. Education: Bachelor's degree in business, Finance, or a related field preferred. An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: About the Role We are looking for a results-driven Corporate Banking Relationship Manager Senior, you'll be the primary advisor for high-value corporate clients, driving business development and delivering tailored financial solutions. You'll grow your portfolio by building new relationships and deepening existing ones, focusing on strategic guidance, cross-selling opportunities, and seamless client service. Collaboration with internal partners is key to meeting client needs while managing risk and ensuring regulatory compliance. Principal Duties & Responsibilities Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements. Independently grow your portfolio through client referrals, networking, and targeted outreach. Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals. Present and promote banking solutions with confidence and clarity to both existing and prospective clients. Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience. Make informed decisions on overdrafts, wires, pricing, and structuring within your authority. Negotiate loan terms based on risk, market conditions, and overall client relationship value. Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies. Monitor portfolio quality, manage past due loans, and proactively address potential issues. Ensure timely and accurate reporting, and that all loans are closed in accordance with internal procedures and legal requirements. Qualifications: What you Bring 8-10 years of commercial lending experience required. Formal credit training from a national or large regional bank preferred. Strong understanding of accounting, finance, and credit analysis. Proven ability to build and grow client relationships in a fast-paced environment. Excellent communication, presentation, and problem-solving skills. Proficiency in Microsoft Office and CRM tools. Education: Bachelor's degree in business, Finance, or a related field preferred. An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
City National Bank of Florida
Jacksonville, Florida
Overview: About the Role The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. What You'll Do: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: About the Role The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. What You'll Do: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
Overview: About the Role The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. What You'll Do: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: About the Role The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. What You'll Do: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. Ensures compliance with the Bank's operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. Completes all necessary G/L tickets and balances accurately. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
01/26/2026
Full time
Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. Ensures compliance with the Bank's operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. Completes all necessary G/L tickets and balances accurately. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. Ensures compliance with the Bank's operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. Completes all necessary G/L tickets and balances accurately. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
01/26/2026
Full time
Overview: About the Role Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals. Principal Duties and Responsibilities: Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate. Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs. Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files. Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc. Facilitates transactions. Responds quickly and effectively to client questions. Provides access to safe deposit boxes after verifying the client's identity and right to access. Completes necessary documents for clients to rent, transfer or surrender a safe deposit box. Receives and records payments for safe deposit box rent. Follows up on past due safe deposit box rent. Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property. Prepares abandoned property for escheatment. Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc. Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy. Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures. Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations. Ensures compliance with the Bank's operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times. Completes all necessary G/L tickets and balances accurately. Able to handle vault duties and ATM reconciliations May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures Assists as needed with Branch BSA operations and processes wire transfers. Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis. Must be able to travel to various Bank locations with little or no notice. Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status. Qualifications: 2-4 years teller experience. Required. Strong sales experience. Required. Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary Must have proven abilities in needs-based sales and high-level client servicing skills. Excellent client service and cash handling experience is necessary. Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately. Able to accurately handle the most complex transactions efficiently. Be security conscious, accurate and attentive to detail. Should have an understanding of compliance with Federal & State laws governing teller areas. A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required. May need to work extended hours that may include weekends. Education: High School Diploma or equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at .
City National Bank of Florida
Delray Beach, Florida
Overview: Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We're entrepreneurs at heart-growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us! About the Role We're looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue. In this role, you'll provide strategic financial solutions, deliver exceptional client service, and drive growth through deposits, loans, and treasury services. As a key member of the branch team, you'll also represent the bank in the community and collaborate with internal partners to meet client needs. What You'll Do Grow and manage a portfolio of 250+ small business clients. Proactively acquire new relationships through prospecting, networking, and outreach. Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions. Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services. Support branch operations including account opening, teller transactions, and loan support as needed. Serve as a community ambassador and leader for the bank's small business efforts. Ensure compliance with all regulatory, policy, and procedural standards . Key Responsibilities Consistently meet or exceed sales and referral goals for deposits, loans, and services. Perform financial reviews and loan pre-screens; complete cash flow analyses. Make independent overdraft pay/return decisions within assigned limits. Support the loan application and closing process; collect and review required documentation. Maintain operational integrity through proper balancing, ticketing, and risk protocols. Adhere to compliance and regulatory training, including S.A.F.E. Act requirements. Qualifications: What You Bring 2-7 years of recent experience as a Small Business Banker or similar role. Solid credit background with proven ability to structure loans and analyze credit. Demonstrated success in acquiring and growing small business relationships. Ability to complete independent pre-screens and cash flow analysis. Collaborative, proactive, and goal-oriented mindset. Excellent communication and relationship management skills. Education: Bachelors degree in Business or Finance preferred. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. SBA lending experience a plus. Benefits & Perks We offer a competitive benefits package designed to support your success: Health Coverage : Medical, dental, and vision plans with employer contributions. Retirement Savings : 401(k) with matching, plus additional retirement options. Paid Time Off & Holidays: Generous PTO and paid holidays. Wellness Support : Access to mental health and financial wellness resources. Visit our benefits page to learn mor e Benefits! Join City National Bank of Florida. The possibilities are endless. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We're entrepreneurs at heart-growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us! About the Role We're looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue. In this role, you'll provide strategic financial solutions, deliver exceptional client service, and drive growth through deposits, loans, and treasury services. As a key member of the branch team, you'll also represent the bank in the community and collaborate with internal partners to meet client needs. What You'll Do Grow and manage a portfolio of 250+ small business clients. Proactively acquire new relationships through prospecting, networking, and outreach. Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions. Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services. Support branch operations including account opening, teller transactions, and loan support as needed. Serve as a community ambassador and leader for the bank's small business efforts. Ensure compliance with all regulatory, policy, and procedural standards . Key Responsibilities Consistently meet or exceed sales and referral goals for deposits, loans, and services. Perform financial reviews and loan pre-screens; complete cash flow analyses. Make independent overdraft pay/return decisions within assigned limits. Support the loan application and closing process; collect and review required documentation. Maintain operational integrity through proper balancing, ticketing, and risk protocols. Adhere to compliance and regulatory training, including S.A.F.E. Act requirements. Qualifications: What You Bring 2-7 years of recent experience as a Small Business Banker or similar role. Solid credit background with proven ability to structure loans and analyze credit. Demonstrated success in acquiring and growing small business relationships. Ability to complete independent pre-screens and cash flow analysis. Collaborative, proactive, and goal-oriented mindset. Excellent communication and relationship management skills. Education: Bachelors degree in Business or Finance preferred. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. SBA lending experience a plus. Benefits & Perks We offer a competitive benefits package designed to support your success: Health Coverage : Medical, dental, and vision plans with employer contributions. Retirement Savings : 401(k) with matching, plus additional retirement options. Paid Time Off & Holidays: Generous PTO and paid holidays. Wellness Support : Access to mental health and financial wellness resources. Visit our benefits page to learn mor e Benefits! Join City National Bank of Florida. The possibilities are endless. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
Overview: About the Role We're looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue. In this role, you'll provide strategic financial solutions, deliver exceptional client service, and drive growth through deposits, loans, and treasury services. As a key member of the branch team, you'll also represent the bank in the community and collaborate with internal partners to meet client needs. What You'll Do Grow and manage a portfolio of 250+ small business clients. Proactively acquire new relationships through prospecting, networking, and outreach. Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions. Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services. Support branch operations including account opening, teller transactions, and loan support as needed. Serve as a community ambassador and leader for the bank's small business efforts. Ensure compliance with all regulatory, policy, and procedural standards. Key Responsibilities Consistently meet or exceed sales and referral goals for deposits, loans, and services. Perform financial reviews and loan pre-screens; complete cash flow analyses. Make independent overdraft pay/return decisions within assigned limits. Support the loan application and closing process; collect and review required documentation. Maintain operational integrity through proper balancing, ticketing, and risk protocols. Adhere to compliance and regulatory training, including S.A.F.E. Act requirements. Qualifications: What You Bring 2-4 years of recent experience as a Small Business Banker or similar role. Solid credit background with proven ability to structure loans and analyze credit. Demonstrated success in acquiring and growing small business relationships. Ability to complete independent pre-screens and cash flow analysis. Collaborative, proactive, and goal-oriented mindset. Excellent communication and relationship management skills. SBA lending experience a plus. Education: Bachelors degree in Business or Finance preferred. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: About the Role We're looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue. In this role, you'll provide strategic financial solutions, deliver exceptional client service, and drive growth through deposits, loans, and treasury services. As a key member of the branch team, you'll also represent the bank in the community and collaborate with internal partners to meet client needs. What You'll Do Grow and manage a portfolio of 250+ small business clients. Proactively acquire new relationships through prospecting, networking, and outreach. Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions. Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services. Support branch operations including account opening, teller transactions, and loan support as needed. Serve as a community ambassador and leader for the bank's small business efforts. Ensure compliance with all regulatory, policy, and procedural standards. Key Responsibilities Consistently meet or exceed sales and referral goals for deposits, loans, and services. Perform financial reviews and loan pre-screens; complete cash flow analyses. Make independent overdraft pay/return decisions within assigned limits. Support the loan application and closing process; collect and review required documentation. Maintain operational integrity through proper balancing, ticketing, and risk protocols. Adhere to compliance and regulatory training, including S.A.F.E. Act requirements. Qualifications: What You Bring 2-4 years of recent experience as a Small Business Banker or similar role. Solid credit background with proven ability to structure loans and analyze credit. Demonstrated success in acquiring and growing small business relationships. Ability to complete independent pre-screens and cash flow analysis. Collaborative, proactive, and goal-oriented mindset. Excellent communication and relationship management skills. SBA lending experience a plus. Education: Bachelors degree in Business or Finance preferred. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
Overview: About the Role The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. What You'll Do: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: About the Role The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. What You'll Do: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
Overview: About The Role The Commercial Banker Senior is pivotal in driving production by managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role actively collaborates with the sales team to establish, build, and maintain strong banking relationships, significantly contributing to the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, portfolio management, risk identification, and adherence to loan covenants. Key responsibilities also encompass ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands strong individual initiative and effective collaboration to achieve and exceed business objectives. What You'll Do Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes creditworthiness and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to determine potential creditworthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: What You Bring 8-10 years exerience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally. Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: About The Role The Commercial Banker Senior is pivotal in driving production by managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role actively collaborates with the sales team to establish, build, and maintain strong banking relationships, significantly contributing to the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, portfolio management, risk identification, and adherence to loan covenants. Key responsibilities also encompass ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands strong individual initiative and effective collaboration to achieve and exceed business objectives. What You'll Do Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes creditworthiness and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to determine potential creditworthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: What You Bring 8-10 years exerience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally. Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
City National Bank of Florida
Tallahassee, Florida
Overview: About the Role The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. What You'll Do: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: About the Role The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. What You'll Do: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
City National Bank of Florida
Winter Park, Florida
Overview: About the Role The Market Team Leader is responsible for overseeing the day-to-day operations of the banking center while supporting the execution of sales initiatives and achievement of performance goals. This role actively engages with branch staff to acquire new clients, deepen existing relationships, and promote a high standard of client service. The Market Team Leader ensures the banking center operates efficiently and in compliance with internal policies, procedures, and regulatory requirements. The role supervises one employee and is cross-trained in all areas of client service, including but not limited to cash handling, account openings, wire transfers, and general platform support. In addition to overseeing daily banking center functions, the Market Team Leader helps drive sales activity, maintains operational accuracy, and ensures adherence to security protocols. This role may assist with training, provide functional guidance to team members, and contribute to fostering a positive client and employee experience. What You'll Do: Supports the execution of banking center sales strategies to drive deposit and loan growth, focusing on client retention and identifying new business opportunities. Consistently meets and strives to exceed individual and team sales goals, including deposits, loans, and referral metrics. Collaborates with Small Business Bankers (SBBs) and internal partners to identify and promote referral opportunities across business lines. Conducts outbound service calls using a consultative approach; addresses client objections and facilitates appropriate referrals, ensuring satisfaction and follow-up. Assists with the timely resolution of financial ticklers in accordance with Bank policies. Reviews and discusses the Banking Center's Statement of Condition with leadership to support analysis of deposit and loan performance. Provides peer coaching and guidance to support referral performance and service effectiveness. Coordinates and assists with lead-scrubbing efforts, helping ensure accuracy of prospect data. Participates in client relationship-building activities, including follow-ups and check-ins with Tier 1 clients. Assists in developing business through relationships with Centers of Influence (e.g., CPAs, attorneys), as directed. Maintains a targeted prospect list and participates in networking, community outreach, and calling efforts. Represents the banking center at community events and supports the Bank's public image and presence. Performs account opening, maintenance, and closing tasks, ensuring accuracy and compliance. Documents client activity and referral interactions in Elevate and ensures appropriate hand-offs. Adjusts staff positioning throughout the day to support client traffic and workflow needs. Processes and approves routine operational transactions, such as checks and wires, within assigned authority levels. Manages cash operations in coordination with UB Senior, including coin/currency ordering and shipment handling. Participates in ATM balancing, vault operations, and TCR reconciliation. Reviews night depository and ATM envelopes to ensure proper processing and documentation. Supports teller line operations and ensures timely scanning of daily work via remote capture. Maintains documentation for branch keys and combinations in coordination with the Regulatory Operations Consultant (ROC). Ensures files and documentation are handled and stored securely and in accordance with policy. Serves as backup to Universal Banker and UB Senior roles as needed to maintain service continuity. Performs duties related to safe deposit box access, documentation, rent collection, and escheatment processes. Coordinates SBB sales schedules and participates in lead call activities. Maintains full cross-training in teller, platform, and operational tasks to support business needs. Supports the implementation of client service excellence initiatives and operational standards. Reviews and escalates overdrafts for resolution or charge-off consideration per Bank guidelines. Completes routine client service requests, including account updates and product support. Maintains organized client records and ensures accuracy of data entered into the system. Demonstrates strong product knowledge, especially around Treasury Management services, to assist in identifying cross-sell opportunities. Initiates and verifies domestic and international wire transfers, following all policy and approval protocols. Works with ROC to resolve operational findings and ensure corrective measures are implemented. Performs quality reviews of wire transfers and related documentation for accuracy. Identifies client needs and provides recommendations for products and services as appropriate. Assists with overdraft recovery efforts and prepares accounts for potential charge-off. Submits required documentation for new accounts and business packages accurately and promptly. Verifies that system access and user roles are properly aligned with duties. Participates in quarterly check-ins and supports performance tracking activities. Follows risk management, fraud prevention, and loss mitigation procedures. Adheres to compliance requirements for account opening, regulatory testing (e.g., Reg CC, CIP, NRA), and related documentation. Participates in business continuity planning exercises and contributes to loss investigations when applicable. Completes dual control responsibilities for branch opening and closing as assigned. Assists in investigating operational losses and supports resolution activities. Reviews and submits timecards and time-related changes for accuracy, as applicable. Provides real-time peer support and models expected client service and referral behavior. May assist in supporting multiple banking centers if directed by branch or market leadership. Maintains flexibility in scheduling, including availability for Saturdays and temporary reassignment. Meets the requirements of the S.A.F.E. Act and follows all applicable procedures, including notifying Human Resources of any status changes. Qualifications: What You Bring Minimum 2 years of retail banking operational experience at a supervisory level. Strong business acumen with strong sales ability and persuasiveness skills. Proven ability to exceed goals and drive revenue growth. Ability to effectively coach, develop, and hold team members accountable. Excellent communication, problem-solving, and decision-making skills. Well organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. In-depth understanding of bank operations, compliance, and client service best practices. Comfortable exercising sound judgment and discretion within authority limits. Education: High School Diploma or GED equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
01/26/2026
Full time
Overview: About the Role The Market Team Leader is responsible for overseeing the day-to-day operations of the banking center while supporting the execution of sales initiatives and achievement of performance goals. This role actively engages with branch staff to acquire new clients, deepen existing relationships, and promote a high standard of client service. The Market Team Leader ensures the banking center operates efficiently and in compliance with internal policies, procedures, and regulatory requirements. The role supervises one employee and is cross-trained in all areas of client service, including but not limited to cash handling, account openings, wire transfers, and general platform support. In addition to overseeing daily banking center functions, the Market Team Leader helps drive sales activity, maintains operational accuracy, and ensures adherence to security protocols. This role may assist with training, provide functional guidance to team members, and contribute to fostering a positive client and employee experience. What You'll Do: Supports the execution of banking center sales strategies to drive deposit and loan growth, focusing on client retention and identifying new business opportunities. Consistently meets and strives to exceed individual and team sales goals, including deposits, loans, and referral metrics. Collaborates with Small Business Bankers (SBBs) and internal partners to identify and promote referral opportunities across business lines. Conducts outbound service calls using a consultative approach; addresses client objections and facilitates appropriate referrals, ensuring satisfaction and follow-up. Assists with the timely resolution of financial ticklers in accordance with Bank policies. Reviews and discusses the Banking Center's Statement of Condition with leadership to support analysis of deposit and loan performance. Provides peer coaching and guidance to support referral performance and service effectiveness. Coordinates and assists with lead-scrubbing efforts, helping ensure accuracy of prospect data. Participates in client relationship-building activities, including follow-ups and check-ins with Tier 1 clients. Assists in developing business through relationships with Centers of Influence (e.g., CPAs, attorneys), as directed. Maintains a targeted prospect list and participates in networking, community outreach, and calling efforts. Represents the banking center at community events and supports the Bank's public image and presence. Performs account opening, maintenance, and closing tasks, ensuring accuracy and compliance. Documents client activity and referral interactions in Elevate and ensures appropriate hand-offs. Adjusts staff positioning throughout the day to support client traffic and workflow needs. Processes and approves routine operational transactions, such as checks and wires, within assigned authority levels. Manages cash operations in coordination with UB Senior, including coin/currency ordering and shipment handling. Participates in ATM balancing, vault operations, and TCR reconciliation. Reviews night depository and ATM envelopes to ensure proper processing and documentation. Supports teller line operations and ensures timely scanning of daily work via remote capture. Maintains documentation for branch keys and combinations in coordination with the Regulatory Operations Consultant (ROC). Ensures files and documentation are handled and stored securely and in accordance with policy. Serves as backup to Universal Banker and UB Senior roles as needed to maintain service continuity. Performs duties related to safe deposit box access, documentation, rent collection, and escheatment processes. Coordinates SBB sales schedules and participates in lead call activities. Maintains full cross-training in teller, platform, and operational tasks to support business needs. Supports the implementation of client service excellence initiatives and operational standards. Reviews and escalates overdrafts for resolution or charge-off consideration per Bank guidelines. Completes routine client service requests, including account updates and product support. Maintains organized client records and ensures accuracy of data entered into the system. Demonstrates strong product knowledge, especially around Treasury Management services, to assist in identifying cross-sell opportunities. Initiates and verifies domestic and international wire transfers, following all policy and approval protocols. Works with ROC to resolve operational findings and ensure corrective measures are implemented. Performs quality reviews of wire transfers and related documentation for accuracy. Identifies client needs and provides recommendations for products and services as appropriate. Assists with overdraft recovery efforts and prepares accounts for potential charge-off. Submits required documentation for new accounts and business packages accurately and promptly. Verifies that system access and user roles are properly aligned with duties. Participates in quarterly check-ins and supports performance tracking activities. Follows risk management, fraud prevention, and loss mitigation procedures. Adheres to compliance requirements for account opening, regulatory testing (e.g., Reg CC, CIP, NRA), and related documentation. Participates in business continuity planning exercises and contributes to loss investigations when applicable. Completes dual control responsibilities for branch opening and closing as assigned. Assists in investigating operational losses and supports resolution activities. Reviews and submits timecards and time-related changes for accuracy, as applicable. Provides real-time peer support and models expected client service and referral behavior. May assist in supporting multiple banking centers if directed by branch or market leadership. Maintains flexibility in scheduling, including availability for Saturdays and temporary reassignment. Meets the requirements of the S.A.F.E. Act and follows all applicable procedures, including notifying Human Resources of any status changes. Qualifications: What You Bring Minimum 2 years of retail banking operational experience at a supervisory level. Strong business acumen with strong sales ability and persuasiveness skills. Proven ability to exceed goals and drive revenue growth. Ability to effectively coach, develop, and hold team members accountable. Excellent communication, problem-solving, and decision-making skills. Well organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment. In-depth understanding of bank operations, compliance, and client service best practices. Comfortable exercising sound judgment and discretion within authority limits. Education: High School Diploma or GED equivalent. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .