LOB Business Advisor

Overview

The LOB Business Advisor plays a key role in executing sales strategies, monitoring operational activities, and coordinating efforts across all Production Lines of Business (LOBs). This role translates strategic priorities into structured initiatives, tracks progress against defined metrics, and facilitates communication between business units and support functions including Risk, Compliance, Operations, Technology, and Finance. While the position does not involve direct client interaction, it contributes to performance enablement by ensuring consistent execution, timely reporting, and alignment across teams. The role operates with a high level of independence and judgment, reflecting its strategic significance within the organization. What You'll Do:

• Translate sales strategies into actionable steps by distributing initiative materials, validating execution quality, and updating progress against key performance indicators (KPIs).

• Oversee the structure and execution of pipeline reviews, campaign timelines, team engagement forums, and performance tracking frameworks to ensure alignment with strategic objectives.

• Evaluate and document business opportunities, assess lead quality, and direct high-potential prospects to appropriate bankers.

• Monitor and report client calling activities, pipeline status, and closed deals to ensure adherence to weekly performance expectations.

• Align campaign execution and communication efforts with business priorities in partnership with Marketing.

• Apply standardized processes across Production LOBs to ensure consistency in initiative execution.

• Facilitate strategic communication between bankers and internal teams including Risk, Compliance, Operations, Technology, and Finance.

• Lead efforts involving Assistant Regional Directors (ARDs) and escalate early warning cases for leadership review.

• Track operational risk issues and self-identified items in collaboration with the First Line of Defense (1LOD), ensuring visibility and follow-through.

• Compile findings and responses across LOBs for leadership review and resolution tracking.

• Engage with Compliance and Risk teams to address regulatory requirements and ensure alignment with enterprise standards.

• Identify and escalate significant balance fluctuations for leadership attention.

• Prepare and format business review materials, executive summaries, and presentation decks for leadership meetings, ensuring data accuracy and relevance to strategic goals.

• Generate and interpret business reports that inform leadership decisions, track performance trends, and support enterprise-wide initiatives.

• Oversee budget-related activities, vendor engagement, resource planning, onboarding logistics, and team initiatives with strategic oversight.

Qualifications

• 5-7 years of  experience in a strategic execution, business advisory, or performance enablement role within financial services, specifically supporting Production (Sales) Lines of Business.

• Demonstrated ability to translate sales strategies into structured initiatives and drive execution across LOBs.

• Proven skill in interpreting business performance data and generating reports that inform leadership decisions and support enterprise-wide initiatives.

• Working knowledge of Commercial and Commercial Real Estate (CRE) lending products, profitability drivers, and Net Interest Margin (NIM) concepts.

• Familiarity with operational risk monitoring practices, governance procedures, and regulatory frameworks within financial institutions.

• Strong analytical and organizational skills with the ability to prioritize tasks, meet deadlines, and manage competing demands.

• Effective written and verbal communication skills for preparing executive-level materials and facilitating strategic engagement across business units.

• Ability to apply structured processes and contribute to cross-functional alignment across Risk, Compliance, Operations, Technology, and Finance.

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook) and other business reporting tools.

• Detail-oriented and dependable, with the ability to work independently and exercise sound judgment.

• Resourceful and solution-focused, with a proactive approach to initiative execution and issue resolution.

Education

• Bachelor's Degree Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
• An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

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]