Private Banking Officer Senior
City National Bank of Florida
About Us Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us! About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer , you’ll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You’ll drive business growth by developing new loans and deposit relationships, cross‑selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You’ll Do Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones. Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross‑selling bank products like Treasury Management Services. Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship. Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs. Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience. Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance. Engage in the Community: Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele. What We’re Looking For Experience: 8–10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred. Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions. Education: Bachelor’s degree in Business, Finance, or a related field required. Master’s Degree, preferred. Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs. Knowledge: Strong understanding of financial products, credit policies, and the private banking market. Education Bachelor’s degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. Benefits & Perks We offer a competitive benefits package designed to support your success: Health Coverage: Medical, dental, and vision plans with employer contributions. Retirement Savings: 401(k) with matching. Paid Time Off & Holidays: Generous PTO and paid holidays. Wellness Support: Access to mental health and financial wellness resources. Visit our benefits page to learn more Benefits! Special Information To Candidates City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department View email address on click.appcast.io. #J-18808-Ljbffr City National Bank of Florida
$49.4k
...steps to safeguard and protect private and personally identifiable... ...Description: At Regions, the Senior Consumer Relationship Banker is... ...relationships with a focus on Preferred Banking Households to include more... ...Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook...SeniorPrivateFull timeWork at officeFlexible hours- ...new business development and deliver a branded client experience. The ideal candidate will have over 12 years of experience in private banking or complex financial services, exceptional interpersonal skills, and the ability to influence and actively engage clients. Responsibilities...SeniorPrivate
- Overview Senior Corporate Attorney - Capital Markets | Fort Lauderdale, FL Location: Fort... ...-border matters with both public and private clients. Key Responsibilities Represent... ...regulations Work closely with clients and cross-office teams on transactional strategy and...SeniorPrivateWork at officeFlexible hours
- ...Description Join our dynamic team as a Senior Accounting Manager! This role will lead the charge in managing... ...years’ of progression accounting experience (public/private mix is preferred) Proficient in Microsoft Office Suite; Advanced Excel Strong technical GAAP accounting...SeniorPrivateWork at office
- Lendmarq in New York seeks a detail-oriented Mortgage Underwriter to oversee credit analysis and evaluate risk. The role involves independent decision-making on complex scenarios and requires strong analytical skills. Candidates should have 3-5 years in mortgage underwriting...SeniorPrivate
- ...A private credit investment firm in Palm Beach County is seeking a Fund Accountant and Senior Fund Accountant to join their accounting team. The firm is currently in a high growth stage and is looking to double their fund accounting team in the next year. Due to the high...SeniorPrivateRelocation
- ...and enhancing internal controls. This high-impact position requires 7-10 years of accounting leadership experience, especially in a private club setting. Join us in a dynamic environment where you'll have opportunities for growth and significantly contribute to the Club'...SeniorPrivate
- Cruise Planners HQ in New York seeks a senior accountant to partner with the current Senior Accountant, owning balance sheet reconciliations... ...-end close, and backup for AR/AP. The role requires strong private corporate accounting experience and the ability to lead AI-...SeniorPrivate
- ...portfolio management. The role requires excellent communication skills and the ability to analyze clients’ financial needs while working collaboratively with financial advisors and private bankers to ensure comprehensive service delivery. #J-18808-Ljbffr Bci SecuritiesSeniorPrivate
- Aon is seeking a hands-on Finance Manager to support the financial planning and analysis function within a dynamic, private equity-backed firm. The role involves leading budgeting, forecasting, and reporting processes, as well as developing key financial models and operational...SeniorPrivate
- Overview Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead our brand-new West Palm Beach office. This important role includes client relationships, technical tax compliance and consulting work, and managing...SeniorPrivateWork at office
- A national law firm is looking for a Senior Associate Attorney with 5-7 years of experience in leveraged finance and private credit transactions. This role involves leading transaction workstreams, advising financial institutions, and drafting complex documentation in a...SeniorPrivate
- ...and must hold a Professional Engineer's license issued by the State of Florida. Continuous education to maintain licensure is required. The position involves collaboration with city departments, private consultants, and contractors. #J-18808-Ljbffr City of Lakeland, FLSeniorPrivateFor contractors
- City National Bank of Florida is seeking a Private Wealth Advisor Senior to consult with clients to meet their financial goals. The role includes providing wealth advisory, investment management solutions, and ensuring regulatory compliance. A successful candidate will...SeniorPrivate
- DataAnnotation is looking for a Senior Private Banker to join their remote team. This position offers flexibility in scheduling and the opportunity to enhance AI models by evaluating complex financial queries. Candidates should be fluently English-speaking with a strong...SeniorPrivateRemote jobHourly payFor contractors
- MOHR Talent is seeking a Senior Private Trust Officer for a boutique fiduciary firm in West Palm Beach, FL. This hybrid role involves overseeing high-net-worth trust relationships and delivering personalized fiduciary experiences. Candidates must have over 7 years of fiduciary...SeniorPrivate
- BNY Mellon is looking for a Senior Associate to join their private equity team in Lake Mary, Florida. This role entails conducting accounting services for assigned clients, performing complex fund accounting responsibilities, and guiding junior team members. Candidates...SeniorPrivateFlexible hours
$100k - $125k
...visibility across the business. The ideal candidate will have 5-7 years of finance or FP&A experience, particularly in a high-growth or private equity environment. This role offers a competitive salary range of $100,000 to $125,000 and various benefits including health...SeniorPrivate- TheKey is seeking a Senior Financial Analyst to serve as a strategic partner, owning financial planning, reporting, and forecasting.... ...Excel/PowerPoint skills and a proactive business-partner mindset. Private equity or labor-driven sector experience is a plus. #J-18808-...SeniorPrivate
- Daley And Associates, LLC is seeking a Fund Controller for our Miami location. You will oversee accounting and financial reporting for multiple PE funds, continue vehicles, SPVs, and management entities, while coordinating with a third‑party administrator and CF O. This...SeniorPrivate
- A care service provider is seeking a Senior Manager, Care Coordination in Florida. This role involves overseeing strategic functions of Long-Term Services and Supports (LTSS) and Private Duty Nursing (PDN) programs. Candidates must possess licensure as RN and have 3-5 years...SeniorPrivateRemote job
- Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Florida, United States. This role requires strong analytical skills and the ability to build relationships with high net worth clients. The successful candidate will anticipate client needs and...SeniorPrivate
$90k - $110k
...years of fund accounting experience Excellent attention to detail Seniority Level Associate Employment Type Full-time Job Function Accounting, Auditing and Finance Industries Venture Capital and Private Equity, Financial Services, and Investment Management Referrals increase...SeniorPrivateFull timeRelocation- ...Academy Tutors , we’re on a mission to ignite the love of learning and help students achieve their fullest potential. We’re a dynamic, private in‑home and online tutoring company dedicated to providing top‑tier educational support across all subjects and for students of all...SeniorPrivateSecond jobWork from homeFlexible hours
- A leading global financial services company is seeking a Senior Accountant to join its Private Equity team in New York or Lake Mary. This role involves conducting accounting services for various clients, performing complex accounting responsibilities, and providing guidance...SeniorPrivate
- A leading accounting firm in New York is seeking a Tax Senior Manager to lead their new West Palm Beach office. The successful candidate will manage client relationships, technical tax compliance, and staff. With 6-8 years of experience in tax compliance, this role demands...SeniorPrivateWork at office
- PNC is seeking a Fiduciary Advisor Sr to be based in Palm Beach, FL. This role involves engaging in fiduciary decision-making, managing complex accounts, and delivering a high level of client service. The ideal candidate will possess a Bachelor's degree and at least 8 years...SeniorPrivate
- Blue Stream Fiber is seeking a Senior Director, Strategic Pricing to own the deal underwriting model and guide pricing for new and renewing... ...of Finance and offers exposure to the leadership team and private equity sponsor. Remote work is available with a preference for...SeniorPrivateRemote job
- A leading financial institution located in New York is seeking a Private Banking Officer to manage relationships with high-net-worth clients. This position requires 8-10 years of lending experience, strong relationship management skills, and a commitment to excellent client...SeniorPrivate
- A leading fashion company is seeking a Senior Client Advisor with a focus on private clienteling in Palm Beach, FL. The role demands cultivating relationships with personal shoppers and managing in-store appointments to enhance revenue. Ideal candidates should possess over...SeniorPrivateFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banking Officer Senior. Be the first to apply!
- bank officer Florida, NY
- business banking relationship manager Florida, NY
- caregiver private home Florida, NY
- private wealth management Florida, NY
- private house and office cleaning Florida, NY
- private educator Florida, NY
- private care Florida, NY
- private equity associate Florida, NY
- adult private duty registered nurse rn Florida, NY
- private work from home Florida, NY

