Business Banker

City National Bank of Florida

. Coordinate at a senior level with the sales team to establish, build, and sustain business banking relationships with companies generally generating less than $20 million in gross sales .

Posted 9/28/2026full-timeMiami • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business banking relationship management, credit analysis, and sales strategy development. Proven ability to meet sales goals, analyze financial information, and effectively communicate with clients to enhance relationship profitability.

Highest-signal resume keywords

Business Banking Relationship ManagementCredit AnalysisSales Strategy DevelopmentCross-Selling OpportunitiesCompliance with S.A.F.E. Act

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit StructuringFinancial Statement AnalysisPortfolio ManagementRisk Identification and ManagementSales Goal AchievementCovenant Compliance MonitoringLoan StructuringAnalytical SkillsMarket KnowledgeProposal Generation

Soft Skills

Consulting SkillsCommunication SkillsOrganizational SkillsPresentation SkillsInfluence Skills

Tools & Technologies

Microsoft OfficeReferral Tracking Programs

Certifications & Qualifications

Bachelor's Degree in Business AdministrationCredit Trained Preferred

Industry Keywords

BankingBusiness DevelopmentSales Territory ManagementClient InteractionsFinancial Needs Assessment

About the role

Key responsibilities & impact

Coordinate at a senior level with the sales team to establish, build, and sustain business banking relationships with companies generally generating less than $20 million in gross sales
Drive success and growth within the assigned sales territory
Serve as the primary relationship manager for the Bank and oversee client interactions
Participate in credit underwriting, portfolio management and review, risk/credit grading, and risk identification and management
Service portfolios, monitor covenant compliance, and monitor collateral
Meet and exceed individual and team sales goals for deposits, loans, and other metrics
Expand existing relationships and solicit new business through referrals and cold calling outside the banking center
Analyze credit checks and perform preliminary financial statement analysis to assess potential creditworthiness
Lead sales professionals and ensure achievement of sales and revenue targets
Generate, identify, qualify, and prioritize prospects while nurturing the existing book of business
Contact the top 20 loan and deposit clients monthly to maintain relationships and identify cross-selling opportunities
Research existing clients to uncover additional cross-selling opportunities
Increase core deposits and contribute to loan funding
Develop expert-level sales proposals and strategies
Maintain market and competitor knowledge and a strategic outlook for business growth
Establish, expand, and maintain referral sources
Plan pre-call activities and prepare worksheets for joint client appointments
Assess clients' financial needs using tax returns, credit reports, personal financial statements, and debt schedules
Document relationship management processes
Guide clients on financial issues and recommend suitable solutions
Advocate for clients in securing credit and cross-selling products and services
Evaluate and document business, management, industry, financial, and structural risks in credit approval documents
Organize and lead complex sales initiatives and customized proposal generation
Build and maintain relationships with partners
Support banking center success through sales campaigns, banking center activities, and community organizations
Structure and complete secured and unsecured business loans, comply with policy, and present deals to the Risk team
Participate in branch meetings, weekly joint calls or prospecting sessions, coaching sessions, and required coaching documentation
Follow S.A.F.E. Act procedures and notify Human Resources of changes in current status

Requirements

What you’ll need

5-7 years of bank business development experience
2+ years of bank lending experience, including credit analysis
Highly capable of meeting sales goals, performing independent direct banking sales and credit support, and maximizing cross-sell opportunities and relationship profitability
Exceptional consulting skills; ability to probe, listen, clarify, and present information to advance sales transactions and deepen relationships
Demonstrated analytical skills and ability to assimilate complex financial and company operating information
Professional presentation skills
Strong working knowledge of credit structuring and processing; credit trained preferred
Highly effective communication and influence skills
Superior organizational skills
Excellent business development skills
Intermediate PC skills, including Microsoft Office software and referral tracking programs
Bachelor's Degree in Business Administration
Compliance with S.A.F.E. Act requirements and procedures

Benefits

Comp & perks

Equal Opportunity Employer protections under federal, state, and Florida law
Reasonable accommodations available for applicants participating in the interview process
Interactive accommodation process in accordance with applicable law