LOB Business Advisor

City National Bank of Florida•Coral Gables, FL

About The Position

The LOB Business Advisor supports execution of sales strategies, monitors operational activities, and coordinates efforts across Production Lines of Business (LOBs). The role converts strategic priorities into structured initiatives, tracks progress against defined metrics, and facilitates communication between business units and support functions including Risk, Compliance, Operations, Technology, and Finance. It does not involve direct client interaction and contributes to performance enablement through consistent execution, timely reporting, and alignment across teams. The position operates with a high level of independence and judgment. The advisor supports business performance and governance through pipeline and campaign oversight, opportunity assessment, performance reporting, risk issue tracking, executive materials preparation, and oversight of budget-related and team activities. The role also works with Marketing, bankers, Assistant Regional Directors, and internal control functions to support alignment, resolve issues, and advance enterprise initiatives.

Requirements

5–7 years of experience in a strategic execution, business advisory, or performance enablement role within financial services, specifically supporting Production (Sales) Lines of Business.
Demonstrated ability to translate sales strategies into structured initiatives and drive execution across LOBs.
Proven skill in interpreting business performance data and generating reports that inform leadership decisions and support enterprise-wide initiatives.
Working knowledge of Commercial and Commercial Real Estate (CRE) lending products, profitability drivers, and Net Interest Margin (NIM) concepts.
Familiarity with operational risk monitoring practices, governance procedures, and regulatory frameworks within financial institutions.
Strong analytical and organizational skills, including the ability to prioritize tasks, meet deadlines, and manage competing demands.
Effective written and verbal communication skills for preparing executive-level materials and facilitating strategic engagement across business units.
Ability to apply structured processes and contribute to cross-functional alignment across Risk, Compliance, Operations, Technology, and Finance.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook) and other business reporting tools.
Detail-oriented and dependable, with the ability to work independently and exercise sound judgment.
Resourceful and solution-focused, with a proactive approach to initiative execution and issue resolution.
Bachelor’s degree in Business Administration, Finance, Economics, or a related field; an equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

Responsibilities

Translate sales strategies into actionable steps by distributing initiative materials, validating execution quality, and updating progress against key performance indicators.
Oversee the structure and execution of pipeline reviews, campaign timelines, team engagement forums, and performance tracking frameworks.
Evaluate and document business opportunities, assess lead quality, and direct high-potential prospects to appropriate bankers.
Monitor and report client calling activities, pipeline status, and closed deals against weekly performance expectations.
Align campaign execution and communications with business priorities in partnership with Marketing.
Apply standardized processes across Production LOBs to ensure consistency in initiative execution.
Facilitate strategic communication between bankers and internal teams including Risk, Compliance, Operations, Technology, and Finance.
Lead efforts involving Assistant Regional Directors (ARDs) and escalate early warning cases for leadership review.
Track operational risk issues and self-identified items with the First Line of Defense (1LOD), ensuring visibility and follow-through.
Compile findings and responses across LOBs for leadership review and resolution tracking.
Engage with Compliance and Risk teams to address regulatory requirements and align with enterprise standards.
Identify and escalate significant balance fluctuations for leadership attention.
Prepare and format business review materials, executive summaries, and presentation decks for leadership meetings, ensuring data accuracy and relevance to strategic goals.
Generate and interpret business reports to inform leadership decisions, track performance trends, and support enterprise-wide initiatives.
Oversee budget-related activities, vendor engagement, resource planning, onboarding logistics, and team initiatives with strategic oversight.