Private Banking Officer Senior - Legal/Law firm Group

City National Bank of Florida • Coral Gables, FL

3d

About The Position

The Private Banking Officer Senior serves as a trusted advisor to a portfolio of high-net-worth clients, including attorneys, CPAs, physicians, and entrepreneurs. The role drives business growth by developing new loan and deposit relationships, cross-selling bank products, and delivering personalized client service. The position requires lending expertise, relationship-management skills, and a commitment to excellence.

The officer manages and grows client relationships, structures and closes complex loans, reviews and underwrites loan requests, and monitors portfolio quality and risk. The role also works with internal teams to provide a full-service client experience and represents the bank at community and business-development events.

Requirements

• 8–10 years of lending experience, with a proven track record of developing new loans and deposit business.
• Strong relationship-management, sales, and marketing skills.
• Ability to structure and negotiate complex loan transactions.
• Bachelor’s degree in Business, Finance, or a related field required; an equivalent combination of education and relevant professional experience may be considered.
• Commitment to delivering a high level of client service with prompt and efficient responses to client needs.
• Strong understanding of financial products, credit policies, and the private banking market.

Nice To Haves

• Formal credit training preferred.
• Master’s degree preferred.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones.
• Meet or exceed individual sales and retention goals by expanding loans and deposits and cross-selling bank products, including Treasury Management Services.
• Structure, negotiate, and close complex loan transactions, ensuring a deposit component is included in every new relationship.
• Respond promptly to client requests and provide efficient, personalized service.
• Partner with Risk Officers, Treasury Management, and Client Services to deliver a seamless, full-service client experience.
• Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance.
• Represent the bank at social functions and business-development events, and through association memberships, to grow the Private Client Group clientele.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior