LOB Business Advisor

City National Bank of Florida

. Translate sales strategies into actionable steps by distributing initiative materials, validating execution quality, and updating progress against KPIs .

Posted 11/2/2026full-timeCoral Gables • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in translating sales strategies into actionable initiatives while driving execution across Lines of Business. Proficient in analyzing business performance data and generating reports to support leadership decisions within the financial services sector.

Highest-signal resume keywords

Strategic ExecutionBusiness AdvisoryPerformance EnablementOperational Risk MonitoringCommercial Lending Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Performance Data AnalysisSales Strategy TranslationRegulatory Framework FamiliarityProfitability Drivers UnderstandingNet Interest Margin (NIM) Concepts

Soft Skills

Analytical SkillsOrganizational SkillsEffective Communication SkillsResourceful Problem-SolvingIndependent Judgment

Tools & Technologies

Microsoft Office SuiteBusiness Reporting Tools

Industry Keywords

Financial ServicesProduction Lines of BusinessOperational RiskGovernance ProceduresCommercial Real Estate (CRE)

About the role

Key responsibilities & impact

Translate sales strategies into actionable steps by distributing initiative materials, validating execution quality, and updating progress against KPIs
Oversee pipeline reviews, campaign timelines, team engagement forums, and performance tracking frameworks
Evaluate and document business opportunities, assess lead quality, and direct high-potential prospects to appropriate bankers
Monitor and report client calling activities, pipeline status, and closed deals
Align campaign execution and communication efforts with business priorities in partnership with Marketing
Apply standardized processes across Production LOBs
Facilitate strategic communication between bankers and Risk, Compliance, Operations, Technology, and Finance
Lead efforts involving Assistant Regional Directors and escalate early warning cases for leadership review
Track operational risk issues and self-identified items with the First Line of Defense
Compile findings and responses across LOBs for leadership review and resolution tracking
Engage with Compliance and Risk teams regarding regulatory requirements and enterprise standards
Identify and escalate significant balance fluctuations
Prepare business review materials, executive summaries, and presentation decks for leadership meetings
Generate and interpret business reports supporting leadership decisions and enterprise-wide initiatives
Oversee budget activities, vendor engagement, resource planning, onboarding logistics, and team initiatives

Requirements

What you’ll need

5–7 years of experience in a strategic execution, business advisory, or performance enablement role within financial services, specifically supporting Production (Sales) Lines of Business
Ability to translate sales strategies into structured initiatives and drive execution across LOBs
Skill in interpreting business performance data and generating reports that inform leadership decisions and support enterprise-wide initiatives
Working knowledge of Commercial and Commercial Real Estate (CRE) lending products, profitability drivers, and Net Interest Margin (NIM) concepts
Familiarity with operational risk monitoring practices, governance procedures, and regulatory frameworks within financial institutions
Strong analytical and organizational skills
Effective written and verbal communication skills for preparing executive-level materials and facilitating strategic engagement across business units
Ability to apply structured processes and contribute to cross-functional alignment across Risk, Compliance, Operations, Technology, and Finance
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook) and other business reporting tools
Ability to work independently and exercise sound judgment
Resourceful and solution-focused approach to initiative execution and issue resolution
Bachelor's degree in Business Administration, Finance, Economics, or a related field, or equivalent combination of education and relevant professional experience in lieu of a degree

Benefits

Comp & perks

Hybrid workplace policy
Equal Opportunity Employer protections
Reasonable accommodations during the application and hiring process