Strategic Profitability & Relationship Finance Lead

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

Benefits offered by this job

Health coverage

401(k) matching

Paid time off

Wellness resources

Job summary

City National Bank of Florida is seeking a Finance Relationship & Profitability Officer to lead loan pipeline, pricing, and profitability initiatives. You will collaborate with Commercial Banking, Treasury, Wealth Management, Credit, and Operations to optimize balance sheet outcomes and support automated reporting initiatives.

The role emphasizes governance, constructive challenge, and strategic insight to improve earnings, liquidity, and client value across the full-relationship portfolio.

Qualifications

• 2+ years in financial analysis, banking or pricing.
• Understanding of banking products, balance sheet concepts, and profitability metrics.
• Excel/PowerPoint advanced; exposure to Qlik/Power BI/CRM; Python desired.
• Strong analytical, communication, and collaboration skills.

Responsibilities

• Loan Pipeline Oversight: review pipelines across all LOBs.
• Loan Pricing and Profitability Optimization: evaluate pricing and economics.
• Loan Payoff and Runoff Monitoring: track payoff assumptions and runoff visibility.
• Deposit Pipeline and Pricing Review: monitor deposit pricing and liquidity.
• Deposit Attrition and Share of Wallet: review at-risk deposits and retention.
• Pricing Approval Governance: review pricing exceptions for completeness.
• LOB Training and Advisory Support: train on pricing concepts.
• Profitability and Portfolio Analytics: track trends and reporting.
• Loan Closing Coordination and Pricing Validation: ensure pricing in docs.
• Reporting Automation and Data Governance: support automated reports and data ownership.

Skills

Financial analysis

Pricing & profitability

Forecasting & reporting

Excel & PowerPoint

Qlik / Power BI

Python knowledge

Cross-functional collaboration

Banking knowledge

Education

Bachelor's in Finance

Tools

Qlik

Power BI

CRM

Pricing tools

Job description

City National Bank of Florida is seeking a Finance Relationship & Profitability Officer to lead loan pipeline, pricing, and profitability initiatives. You will collaborate with Commercial Banking, Treasury, Wealth Management, Credit, and Operations to optimize balance sheet outcomes and support automated reporting initiatives.

The role emphasizes governance, constructive challenge, and strategic insight to improve earnings, liquidity, and client value across the full-relationship portfolio.