Private Banking Officer Senior

City National Bank of Florida; Orlando (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health Coverage

401(k) with matching

Generous PTO and holidays

Access to wellness resources

Job summary

A Florida-based financial institution is seeking a Private Banking Officer to cultivate and manage relationships with high-net-worth clients. The role requires 8-10 years of lending experience and exceptional relationship management skills, including the ability to structure complex loan transactions. The ideal candidate will deliver outstanding client service while collaborating with internal teams. This position offers benefits like health coverage, retirement savings, and generous PTO.

Qualifications

• 8–10 years of lending experience with a proven track record.
• Strong understanding of financial products and private banking market.
• Ability to structure and negotiate complex loan transactions.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients.
• Meet individual sales and retention goals.
• Structure, negotiate, and close loan transactions.
• Respond to client requests with personalized service.
• Collaborate with internal teams for seamless client experience.
• Review and underwrite loan requests.

Skills

Relationship management

Sales skills

Negotiation

Marketing skills

Education

Bachelor’s degree in Business, Finance, or a related field

Master’s Degree

Job description

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

• 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.

Benefits & Perks

• Health Coverage: Medical, dental, and vision plans with employer contributions.
• Retirement Savings: 401(k) with matching.
• Paid Time Off & Holidays: Generous PTO and paid holidays.
• Wellness Support: Access to mental health and financial wellness resources.

Special information to candidates

City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department [e-mail].