Senior Private Banker for High-Net-Worth Clients

City National Bank; Torch of Friendship (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

City National Bank of Florida is seeking a Senior Private Banking Officer to cultivate relationships with high-net-worth clients, delivering tailored financial solutions and credit structures. The role focuses on expanding loans, deposits, and cross-sell opportunities while maintaining exceptional client service.

The ideal candidate has 8–10 years in lending, strong relationship management skills, and a solid understanding of private banking products and risk controls.

Qualifications

• 8–10 years of lending experience with a proven loan and deposit track record.
• Strong relationship management, sales, and marketing skills.
• Bachelor's degree in Business/Finance; Master’s degree preferred.
• Knowledge of private banking products, credit policies, and risk controls.

Responsibilities

• Build Relationships: manage and grow a portfolio of high-net-worth clients.
• Drive Results: meet/exceed sales and retention goals through loans, deposits, and cross-sell.
• Deliver Solutions: structure and negotiate complex loan transactions with deposit components.
• Provide Exceptional Service: respond promptly with personalized client service.
• Collaborate: work with Risk Officers, Treasury Management, and Client Services.
• Engage in the Community: represent the bank at events to grow clientele.
• Manage Risk: review underwriting and monitor portfolio quality.

Skills

Lending experience

Relationship management

Sales / cross-sell

Credit knowledge

Education

Bachelor's degree in Business/Finance

Master's degree preferred

Job description

City National Bank of Florida is seeking a Senior Private Banking Officer to cultivate relationships with high-net-worth clients, delivering tailored financial solutions and credit structures. The role focuses on expanding loans, deposits, and cross-sell opportunities while maintaining exceptional client service.

The ideal candidate has 8–10 years in lending, strong relationship management skills, and a solid understanding of private banking products and risk controls.