Profitability & Relationship Strategy Lead

City National Bank (CNB); Coral Gables (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

City National Bank of Florida is seeking a Finance Relationship & Profitability Officer to bridge Finance/Treasury with LOBs for loan and deposit pipeline management, pricing discipline, and balance sheet forecasting. You will analyze profitability, provide guidance, and help automate reporting with data ownership controls.

Collaborating across Commercial Banking, Treasury Management, Wealth, Credit, and Operations, you will drive pricing decisions, monitor runoff, and ensure alignment with

Qualifications

• 2+ years in financial analysis, commercial banking, pricing, or related fields.
• Understanding of relationship economics, balance sheet concepts, and profitability.
• Advanced Excel and PowerPoint; familiarity with Qlik/BI tools and CRM systems.
• Strong analytical judgment and communication skills.

Responsibilities

• Loan Pipeline Oversight: review pipelines, validate amounts, timing, and assumptions.
• Loan Pricing and Profitability: evaluate economics across loans, deposits, fees, and costs.
• Payoff runoff monitoring and dialogue with lenders on expected payoffs.
• Deposit pipeline, pricing review, and impact on liquidity and funding.

Skills

Financial analysis

Commercial banking

Excel & PowerPoint

Analytical thinking

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Data Analytics

Tools

Qlik

Power BI

CRM

Python

Job description

City National Bank of Florida is seeking a Finance Relationship & Profitability Officer to bridge Finance/Treasury with LOBs for loan and deposit pipeline management, pricing discipline, and balance sheet forecasting. You will analyze profitability, provide guidance, and help automate reporting with data ownership controls.

Collaborating across Commercial Banking, Treasury Management, Wealth, Credit, and Operations, you will drive pricing decisions, monitor runoff, and ensure alignment with