Small Business Banker

City National Bank of FloridaWinter Park, FL
12d

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

  • SBA lending experience a plus.

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.
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