Private Banking Officer Senior - Legal/Law Firm Group

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.

Qualifications

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.

Education

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

Special Instructions to Candidates

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair interview process, the use of AI-enabled devices (e.g., AI glasses or similar technology) is not permitted during interviews.

Accommodations

If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at [email protected]