Small Business Banker

City National Bank of Florida•Boca Raton, FL

13d

About The Position

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.

Requirements

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 Haves

Bachelors degree in Business or Finance preferred.
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

Responsibilities

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.
Adhere to compliance and regulatory training, including S.A.F.E. Act requirements.