City National Bank of Florida logo
City National Bank of Florida

Private Banking Officer Senior

Miami, FL (On-site)

Salary Not AvailableFull time

Posted 7 weeks ago

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Job Description

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 Instructions to Candidates:
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair interview process, the use of AI-enabled devices (e.g., AI glasses or similar technology) is not permitted during interviews.
Accommodations
If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at talent.attraction@citynational.com
City National Bank of Florida logo

City National Bank of Florida

Headquartered in Miami, City National Bank of Florida (CNBFL) has long been a trusted financial institution for Floridians. With over $26 billion in assets, CNBFL is among the largest financial institutions based in the state. A subsidiary of Chilean bank Banco de Credito e Inversiones (Bci), City National Bank of Florida continues to operate as a community bank in South Florida with local decision-making.City National Bank of Florida is rated 5 stars "Superior" by BauerFinancial. CNBFL was voted Best Community Bank, Best Business Bank, Best Bank for Commercial Real Estate, Best Bank for Jumbo Loans, Best Private Bank, and Best Foreign National Mortgage Lender by the readers of the Daily Business Review. CNBFL offers a diversified portfolio of financial products and services from Miami-Dade County to Central Florida.Social Media Terms of Use: http://bit.ly/CNBsocialterms

Founded in 1946
Coral Gables, Florida, USA
1.1K employees (24 in marketing)
www.citynational.com