Small Business Banker Job at City National Bank of WV (Delray Beach, Florida)

Small Business Banker

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

Location

United States , Boca Raton, Florida

Salary:

Not provided

City National Bank of WV

Expiration Date

Until further notice

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

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

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

New

Personal Banker SAFE Act

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

Location

United States , Port Hueneme

Salary:

58190.00 - 81210.00 USD / Year

Citi

Expiration Date

January 27, 2026

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
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 , New York, Flushing

Salary:

61280.00 - 85520.00 USD / Year

Citi

Expiration Date

January 31, 2026

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
discretionary and formulaic incentive and retention awards

Fulltime

Personal Banker

The Personal Banker is an entry level position responsible for the assistance in...

Location

Mexico , Rosarito

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-4 years of relevant experience
Banking, retail or other related sales and service experience preferred
Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities
Demonstrated ability to develop and execute a sales plan
Proficient computer skills
Demonstrated ability to engage in outbound sales activities and acquire new business
High School diploma or equivalent

Job Responsibility

Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, phone and community outreach) to identify new prospects and cross-selling opportunities with current clients
Discuss background/needs of prospect, clearly communicate potential solutions and promote/sell financial products such as account, credit cards, insurance, personal loans, investments
Execute integrated sales, relationship, credit strategies and outbound sales activities (e.g., phone out-reach, community events) or conduct client visits
Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Citigold) to obtain and provide referrals
On-board, resolve service issues and schedule periodic check-points with clients to provide value-added services
Understand and adhere to operational controls to ensure the safety and security of assets
Coach tellers and staff on products/special programs, identifying client needs, and providing appropriate referrals
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.

Fulltime

Private Bank and Wealth Management Off Cycle Internship

Join us on an off cycle internship for 3-6 months working within our Investment ...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

To be considered for this programme, you must be in your penultimate or final year of your degree - in any discipline
Language requirements: fluent in English and Arabic desirable
Ideally, you'll have a keen interest in business and finance and a curiosity to learn
We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirit, all of which might be showcased through your involvement in extracurricular activities

Job Responsibility

Perform financial analysis of potential clients
Prepare presentations and memoranda for existing and new clients
Support credit and onboarding due diligence
Attend client meetings with experienced bankers
Network and build relationships across a global organisation
Execution of small research projects, research to support strategic decision making, preparation of presentations and reports to communicate research findings, collaboration with senior management to implement research findings for private bank and wealth management, working closely with high-net-worth clients and their advisors who have complex banking and investment needs
Collaboration with cross-functional teams to support business initiatives
Participation in training and development programmes to enhance skills and knowledge
Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for private bank and wealth management
Management of the development and implementation of financial models and strategies that support in decision making in private bank and wealth management

What we offer

Paid holiday and vacation
Competitive pay
Private medical care
Disability assurance
Flexible working
Life assurance
Voluntary benefits
Retirement planning

Fulltime

International Corporate Banking Off Cycle Internship

Off-Cycle Internship for 3-6 months working within Investment Banking, Markets, ...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

In your penultimate or final year of your degree in any discipline
Fluent in English
Desirable in Arabic
Keen interest in finance and business
Resourcefulness
Teamwork
Enthusiasm
Entrepreneurial spirit

Job Responsibility

Assist with relationship loans, cash management RFPs, trade finance facilities
Assist senior bankers
Interact with global clients and support in deals
Contribute to growth and innovate solutions
Align with sustainability goals
Execution of small research projects
Research to support strategic decision making
Preparation of presentations and reports
Collaboration with senior management to implement research findings
Collaboration with cross-functional teams to support business initiatives

What we offer

Paid holiday and vacation
Competitive pay
Private medical care
Disability assurance
Flexible working
Life assurance
Voluntary benefits
Retirement planning
Support and encouragement
Senior and junior mentors

Real Estate Underwriting - Officer

The Underwriter – C11 is an intermediate level role requiring in-depth knowledge...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years relevant experience
Degree in Quantitative Fields such as Economics, Engineering, Operations Research, Business Finance, or Mathematics
Previous experience in credit risk management or equivalent training and experience preferably in the financial services industry
Ability to apply credit and risk principles toward business goals
Demonstrated ability to synthesize, prioritize and drive results with a high sense of urgency
Must be highly organized and able to work in a fast-paced environment managing multiple projects
Possess effective interpersonal, organizational and analytic skills

Job Responsibility

Interface with and support bankers in underwriting requests for commercial credit extensions for new and existing clients
Prepare a detailed written credit summary of commercial applicants requesting credit by analyzing the business, interpreting the finance need, identifying the strengths and prevailing risk factors and rendering a final credit decision
Perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information
Perform credit and personal financial statement analysis on individuals, guarantors, and co-borrowers in order to assess repayment capacity based on cash flow statements, tax returns, and statements
Perform industry and geographical research and other due diligence as needed
Maintain a solid understanding of Citibank products and services - within Small Business/Commercial Banking and the broader organization
Maintain compliance with Citibank credit policies/practices and regulatory policies to ensure business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors

What we offer

Equal opportunity policies
Global benefits supporting well-being, growth, and work-life balance

Fulltime

Structured Credit And Real Estate Underwriting

The Underwriter is a strategic professional who contributes to the directional s...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years previous credit authority experience
prior experience working in a regulatory and compliance policy environment
proven analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry/competitive analysis and projections
demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process
excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
effective inter-personal and written/verbal communication skills
thorough problem recognition and resolution skills
pro-active disposition with ability to work autonomously and within a team
proficient in various spreadsheet and word processing applications (Excel and Word), including the use of graphs and charts and financial analysis software
typically deals with complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting needs

Job Responsibility

Interface with and support bankers in underwriting requests for commercial credit extensions for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards
prepare a detailed written credit summary of commercial applicants requesting credit by analyzing the business, interpreting the finance need, identifying the strengths and prevailing risk factors and rendering a final credit decision
perform detailed financial analysis on companies, including trend and ratio analysis, and interpret the financial information
perform credit and personal financial statement analysis on individuals, guarantors, and co-borrowers in order to assess repayment capacity based on cash flow statements, tax returns, and statements
perform industry and geographical research and other due diligence as needed
maintain a solid understanding of Citibank products and services - within Small Business/Commercial Banking and the broader organization
maintain compliance with Citibank credit policies/practices and regulatory policies, to ensure business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors
assists business unit goals by continuous identification of process improvements and efficiencies that reduce costs and improve customer service levels
work with management team on prioritization and implementation of approved actions
provide backup support to Credit Underwriting Group Manager, lead projects and initiatives and mentor lower level Credit Officers as needed

What we offer

Equal opportunity employment
reasonable accommodation for individuals with disabilities.

Fulltime

Small Business Banker

City National Bank of WV

Location:
United States , Delray Beach, Florida

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 07, 2025

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Location:United States , Delray Beach, Florida

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Nice to have:

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Job Posted:December 07, 2025

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