CrawlJobs Logo

Small Business Banker

citynational.com Logo

City National Bank of WV

Location Icon

Location:
United States , Delray Beach, Florida

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

As a member of the Business & Personal Banking team, you’ll partner with our clients as a trusted ally, to accompany them every step of the way, thriving with them as they build their dreams. In your role, you will build trusted and dependable relationships that fuel bold achievement for our clients. We are the transformative allies in their journeys. At City National Bank of Florida, we keep true to our intimate roots, but are unbounded in our aspirations. Say yes to possibility.

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
  • 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

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
  • Bachelors degree in Business or Finance preferred
  • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree

Nice to have:

SBA lending experience a plus

What we offer:
  • 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
  • Tuition Reimbursement
  • Awards & Recognition programs
  • Flex Time/Hybrid work schedule for some roles

Additional Information:

Job Posted:
December 07, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
City National Bank of WV - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Small Business Banker

Small Business Banker

As a member of the Business & Personal Banking team, you’ll partner with our cli...
Location
Location
United States , Boca Raton, Florida
Salary
Salary:
Not provided
citynational.com Logo
City National Bank of WV
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 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
  • Bachelors degree in Business or Finance preferred
  • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree
Job Responsibility
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
  • Consistently meet or exceed sales and referral goals for deposits, loans, and services
  • Perform financial reviews and loan pre-screens
  • complete cash flow analyses
What we offer
What we offer
  • Medical plans that provide comprehensive medical and prescription drug coverage
  • 401(k) program that provides 100% match up to 5%
  • Tuition Reimbursement for undergraduate and graduate studies
  • Holidays
  • Awards & Recognition programs
  • Flex Time (hybrid work schedule for some roles)
  • Fulltime
Read More
Arrow Right

Small Business Banker

We’re looking for a results-driven Small Business Banker to build lasting relati...
Location
Location
United States , Coral Gables, Florida
Salary
Salary:
Not provided
citynational.com Logo
City National Bank of WV
Expiration Date
Until further notice
Flip Icon
Requirements
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
  • Bachelors degree in Business or Finance preferred
  • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree
Job Responsibility
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
  • Consistently meet or exceed sales and referral goals for deposits, loans, and services
  • Perform financial reviews and loan pre-screens
  • complete cash flow analyses
What we offer
What we offer
  • Medical plans that provide comprehensive medical and prescription drug coverage
  • 401(k) program that provides 100% match up to 5%
  • Tuition Reimbursement for undergraduate and graduate studies
  • Holidays
  • Awards & Recognition programs
  • Flex Time (hybrid work schedule for some roles)
  • Fulltime
Read More
Arrow Right

Small Business Banker III

We're looking for a results-driven Small Business Banker to build lasting relati...
Location
Location
United States , Coral Gables
Salary
Salary:
Not provided
citynational.com Logo
City National Bank of WV
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Small Business Sales Manager

The Small Business Banking Sales Manager is accountable for the comprehensive ma...
Location
Location
United States , New York
Salary
Salary:
149600.00 - 224400.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Loan Officer

We are looking for a detail-oriented and driven Loan Officer to join our team in...
Location
Location
United States , Savannah
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in loan underwriting, administration, and small business lending
  • Strong knowledge of SBA loan programs, including SBA 504 and SBA 7(a), as well as community development block grants
  • Proficiency in reviewing business plans, financial statements, appraisals, and environmental reports
  • Skilled in negotiating loan terms, contracts, and pricing with clients and partners
  • Familiarity with financial software tools such as QuickBooks, including Enterprise and Pro versions
  • Excellent communication and relationship-building skills to work effectively with clients and referral sources
  • Ability to conduct thorough site visits and assess collateral for potential risks
  • Strong organizational and analytical skills to manage multiple loan projects simultaneously
Job Responsibility
Job Responsibility
  • Identify, qualify, and secure new small business clients seeking loans
  • Build and maintain relationships with referral sources such as bankers, realtors, CPAs, attorneys, and community leaders
  • Develop an in-depth understanding of various loan products, including SBA 504, SBA 7(a), and Microloan Programs, as well as local loan initiatives
  • Educate small business owners and referral partners on the benefits of the organization's loan products and advisory services
  • Meet or exceed annual loan production goals by effectively managing loan requests from origination to approval
  • Negotiate terms, structure loan projects, and secure approvals from loan committees and funding sources while adhering to credit policies and procedures
  • Conduct site visits to evaluate collateral and identify potential risks, documenting findings appropriately
  • Work with senior leadership to address issues in existing loan relationships and develop actionable solutions
  • Collaborate with marketing peers to promote the organization’s mission and loan products to the community
  • Build partnerships with industry professionals and engage with local business development organizations to foster growth
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Business Banker (LO)

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. A...
Location
Location
United States , Gardnerville
Salary
Salary:
25.48 - 37.98 USD / Hour
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 08, 2026
Flip Icon
Requirements
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
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
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Fulltime
!
Read More
Arrow Right

Business Banker (LO)

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. A...
Location
Location
United States , Mesa
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 08, 2026
Flip Icon
Requirements
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
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
  • Fulltime
!
Read More
Arrow Right
New

Personal Banker SAFE Act

The Personal Banker SAFE Act is an entry level position responsible for the assi...
Location
Location
United States , Las Vegas
Salary
Salary:
54100.00 - 75500.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
May 08, 2026
Flip Icon
Requirements
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
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
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
!
Read More
Arrow Right