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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
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