Corporate Banking Specialist

City National Bank of Florida

. Provide operational and client service support to assigned Relationship Managers and corporate banking client relationships .

Posted 10/1/2026full-timeCoral Gables • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in corporate banking operations, including loan approval, client onboarding, and regulatory compliance. Proficient in managing financial documentation and supporting Relationship Managers in complex loan servicing activities.

Highest-signal resume keywords

Corporate Banking ExperienceLoan Approval ProcessesRegulatory Compliance KnowledgeMicrosoft Office ProficiencyEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Documentation ProcessingFinancial Documentation ReviewClient Onboarding ProceduresCredit Standards KnowledgeDeposit Account Management

Soft Skills

Time ManagementOrganizationProblem-Solving

Tools & Technologies

DocManElevate

Certifications & Qualifications

Associate's Degree in Business Administration

Industry Keywords

Banking ProductsLoan ProcessesRegulatory RequirementsKYC DocumentationBSA Compliance

About the role

Key responsibilities & impact

Provide operational and client service support to assigned Relationship Managers and corporate banking client relationships
Execute processes related to loan approval, loan closing, deposit accounts, client onboarding, servicing, and regulatory requirements
Collect, organize, review, and process financial, credit, applicant, loan, and client documentation
Monitor loan status from post-approval through disbursement and follow up on servicing requests, payment schedules, delinquent accounts, ticklers, maturities, covenants, and minimum deposit requirements
Complete client onboarding, customer profiles, CIP, ownership information, list checks, OFAC checks, Google searches, KYC documentation, BSA and RFI requests, EDD and KYC updates, PO Alerts, and High-Risk Reviews
Coordinate with Relationship Managers, loan closers, legal counsel, the Legal Department, internal departments, external partners, and clients
Maintain loan application, approval, renewal, modification, closing, and servicing records
Upload loan documentation into DocMan and complete customer information in Elevate
Update Relationship Manager dashboards and pipelines; create opportunities and coordinate payoffs, releases, and fee-waiver submissions
Confirm loans are properly booked, waivers are in place, proceeds are disbursed, and financial-statement ticklers are established
Handle deposit-account requests, new account packages, account maintenance cases, deposit and loan research requests, and exception items
Communicate status updates, respond to client inquiries, identify potential product needs, refer opportunities, and escalate unresolved or non-routine matters
Maintain knowledge of banking products, lending processes, internal policies, and regulatory requirements through training
Provide backup coverage through cross-training in loan-related activities or account opening
Perform other assigned duties and responsibilities

Requirements

What you’ll need

2-4 years of experience in corporate banking or financial services support role
Working knowledge of banking products, loan and deposit processes, regulatory requirements, and credit standards
Familiarity with loan and deposit systems and financial documentation
Proficiency in Microsoft Word, Excel, and Outlook
Effective communication, organization, time-management, and problem-solving skills
Ability to support Relationship Managers and coordinate routine to moderately complex loan closings, amendments, modifications, and servicing activities with internal and external Bank partners
Ability to review documentation for completeness, follow established procedures, meet deadlines, and escalate complex or non-routine matters appropriately
Associate's Degree in Business Administration or related field
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree

Benefits

Comp & perks

Equal Opportunity Employer
Reasonable accommodations for applicants participating in the interview process
Hybrid workplace policy