Senior Private Banking Officer: Elite Client Growth

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

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.