Private Banking Officer Senior - Legal/Law firm Group

City National Bank of Florida • Coral Gables, FL

23h

About The Position

The Senior Private Banking Officer serves as a trusted advisor to a portfolio of high-net-worth clients, including attorneys, CPAs, physicians, and entrepreneurs. The role focuses on building and deepening client relationships, growing loan and deposit business, cross-selling bank products, and delivering personalized financial solutions and exceptional client service.

The officer structures, negotiates, and closes complex loan transactions, reviews and underwrites loan requests, monitors portfolio quality, and addresses potential risks while ensuring compliance. The role collaborates with Risk Officers, Treasury Management, and Client Services to provide a seamless client experience and represents the bank at business development events, social functions, and association activities.

The position requires 8–10 years of lending experience and a proven record of developing new loan and deposit business. A bachelor’s degree in Business, Finance, or a related field is required, with a master’s degree preferred. An equivalent combination of education and relevant professional experience may be considered.

Requirements

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

Nice To Haves

• Formal credit training.
• Master’s degree.

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