Small Business Banker (Kendall)
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What you'll do
- Grow and manage a portfolio of 250+ small business clients.
- Proactively acquire new relationships through prospecting, networking, and outreach.
- Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions.
- Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services.
- Support branch operations including account opening, teller transactions, and loan support as needed.
- Serve as a community ambassador and leader for the bank’s small business efforts.
- Ensure compliance with all regulatory, policy, and procedural standards.
- Consistently meet or exceed sales and referral goals for deposits, loans, and services.
- Perform financial reviews and loan pre-screens; complete cash flow analyses.
- Make independent overdraft pay/return decisions within assigned limits.
- Support the loan application and closing process; collect and review required documentation.
- Maintain operational integrity through proper balancing, ticketing, and risk protocols.
What they're looking for
- 2–4 years of recent experience as a Small Business Banker or similar role.
- Solid credit background with proven ability to structure loans and analyze credit.
- Demonstrated success in acquiring and growing small business relationships.
- Ability to complete independent pre-screens and cash flow analysis.
- Collaborative, proactive, and goal-oriented mindset.
- Excellent communication and relationship management skills.
Nice to have
- Bachelors degree in Business or Finance preferred.
- An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Overview
About the Role
We’re looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue. In this role, you’ll provide strategic financial solutions, deliver exceptional client service, and drive growth through deposits, loans, and treasury services. As a key member of the branch team, you'll also represent the bank in the community and collaborate with internal partners to meet client needs.
What You’ll Do
- Grow and manage a portfolio of 250+ small business clients.
- Proactively acquire new relationships through prospecting, networking, and outreach.
- Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions.
- Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services.
- Support branch operations including account opening, teller transactions, and loan support as needed.
- Serve as a community ambassador and leader for the bank’s small business efforts.
- Ensure compliance with all regulatory, policy, and procedural standards.
Key Responsibilities
- Consistently meet or exceed sales and referral goals for deposits, loans, and services.
- Perform financial reviews and loan pre-screens; complete cash flow analyses.
- Make independent overdraft pay/return decisions within assigned limits.
- Support the loan application and closing process; collect and review required documentation.
- Maintain operational integrity through proper balancing, ticketing, and risk protocols.
- Adhere to compliance and regulatory training, including S.A.F.E. Act requirements.
Qualifications
What You Bring
- 2–4 years of recent experience as a Small Business Banker or similar role.
- Solid credit background with proven ability to structure loans and analyze credit.
- Demonstrated success in acquiring and growing small business relationships.
- Ability to complete independent pre-screens and cash flow analysis.
- Collaborative, proactive, and goal-oriented mindset.
- Excellent communication and relationship management skills.
Education
- Bachelors degree in Business or Finance preferred.
- An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Special Instructions to Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair interview process, the use of AI wearables, AT tools, AI applications, or other external assistance is strickly prohibited.
Accommodations
If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at talent.attraction@citynational.com
Company
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