Job Description

Private Banking Officer Senior at City National Bank of Florida summary:

The Private Banking Officer Senior manages and grows a portfolio of high-net-worth clients by developing new loan and deposit relationships while delivering exceptional financial solutions. This role involves structuring complex loan transactions, cross-selling bank products, ensuring risk management compliance, and providing personalized client service. The officer also collaborates with internal teams and engages in community events to expand the private client base.

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.

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.

Why Join Us?

• Be part of a team that values innovation, collaboration, and client success.
• Enjoy opportunities for professional growth and development.
• Make a meaningful impact by helping high-net-worth clients achieve their financial goals.

• Bachelor’s degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered.

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters here .
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com .

Keywords:

private banking, high-net-worth clients, loan origination, relationship management, deposit products, financial solutions, risk management, cross-selling, client service, wealth management

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