Small Business Banker Job at City National Bank of WV (Coral Gables, Florida)

Small Business Banker III

We're looking for a results-driven Small Business Banker to build lasting relati...

Location

United States , Coral Gables

Salary:

Not provided

City National Bank of WV

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

What we offer

Medical, dental, and vision plans with employer contributions
401(k) with matching
Generous PTO and paid holidays
Access to mental health and financial wellness resources
Tuition Reimbursement

Fulltime

New

Business Banker (Lo) Pensacola, Fl

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. A...

Location

United States , Pensacola

Salary:

Not provided

Wells Fargo

Expiration Date

July 26, 2026

Requirements

2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual Spanish

Job Responsibility

Manage and grow a portfolio of low to moderately complex business clients
typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client’s goals, and financial needs by analyzing their operations and priorities
provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base
collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Fulltime

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New

Business Banker (LO) Palmetto, FL

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. A...

Location

United States , Palmetto

Salary:

Not provided

Wells Fargo

Expiration Date

July 26, 2026

Requirements

2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Manage and grow a portfolio of low to moderately complex business clients
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients
Develop strong understanding of each client’s goals, and financial needs by analyzing their operations and priorities
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member

Fulltime

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New

Business Banker

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. A...

Location

United States , Ocala

Salary:

Not provided

Wells Fargo

Expiration Date

July 26, 2026

Requirements

2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of in-branch business banking experience
1+ year of experience managing a dedicated book of small business customers across assigned territory
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience using strong business acumen to provide financial services consultation to business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems
Knowledge and understanding of retail compliance controls, risk management, and loss prevention

Job Responsibility

Manage and grow a portfolio of low to moderately complex business clients
typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client’s goals, and financial needs by analyzing their operations and priorities
provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base
collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines

Fulltime

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Business Banker

As a member of the Business & Personal Banking team, you’ll partner with our cli...

Location

United States , Boca Raton

Salary:

Not provided

City National Bank of WV

Expiration Date

Until further notice

Requirements

5–7 years of business banking experience, including 2+ years in lending and credit analysis
Strong business development, consulting, and relationship management skills
Proven ability to meet sales goals and maximize cross-sell opportunities
Expertise in credit structuring, financial analysis, and risk management
Credit training preferred
Bachelor’s degree in Business Administration or a related field required
Proficiency in Microsoft Office and CRM tools
Exceptional verbal, written, and presentation skills
Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree

Job Responsibility

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
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

What we offer

Health Coverage: Medical, dental, and vision plans with employer contributions
Retirement Savings: 401(k) with matching
Paid Time Off & Holidays: Generous PTO and paid holidays
Wellness Support: Access to mental health and financial wellness resources
Tuition Reimbursement
Awards & Recognition
Flex Time

Fulltime

Small Business Sales Manager

The Small Business Banking Sales Manager is accountable for the comprehensive ma...

Location

United States , New York

Salary:

149600.00 - 224400.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

10+ years of related business experience
5+ years in sales management
5+ years in business banking
Proven ability to manage a portfolio of business clients with annual revenues ranging from $1M to $10M
Established professional network within the local market
Excellent verbal, written, and presentation skills
Demonstrated ability to coach, motivate, and develop a high-performing sales team
Strong business development, negotiation, and closing skills
Deep understanding of business credit, underwriting, and risk management
Proven ability to build and maintain long-term, profitable relationships with clients and partners

Job Responsibility

Lead and manage a team of Small Business Bankers, overseeing recruitment, hiring, and ongoing performance management
Develop the skills and competencies of the team through active coaching, regular performance reviews, and professional growth plans
Foster a collaborative and results-driven team culture
Identify and cultivate high-potential employees
Serve as a subject matter expert and leader for the broader Region in Small Business
Develop and execute strategic sales plans to achieve revenue targets, profitability, and market growth
Drive new client acquisition through proactive prospecting, outside calling, and developing a strong network
Deepen existing client relationships
Represent the bank in the community
Lead strategic business activations

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

Personal Banker SAFE Act

The Personal Banker SAFE Act is an entry level position responsible for the assi...

Location

United States , Tamarac

Salary:

50600.00 - 70600.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
Knowledge of Smart Banking tools and technologies
NMLS registration
Safe Act compliant
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's Degree/University degree or equivalent experience

Job Responsibility

Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
Understand and comply with Citibank policies, standards and procedures
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

medical coverage
dental coverage
vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

Fulltime

Personal Banker Safe Act

The Personal Banker SAFE Act is an entry level position responsible for the assi...

Location

United States , Wantagh

Salary:

61280.00 - 85520.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
Knowledge of Smart Banking tools and technologies
NMLS registration
Safe Act compliant
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's Degree/University degree or equivalent experience

Job Responsibility

Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
Understand and comply with Citibank policies, standards and procedures
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

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Small Business Banker

Job Description

Job Responsibility

Requirements

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