City National Bank of Florida
Business Banker
Palm Beach Gardens, FL, US
Sponsorship not specifiedDetected 23 hours ago
SalesBusiness DevelopmentHRResearchLeadershipCommunicationMentoringPublic SpeakingMicrosoft OfficeUnderwriting
About the role
- Responsible for driving success and growth within their assigned sales territory.
- Portfolio management responsibilities encompass servicing, covenant compliance, and collateral monitoring.
- Principal Duties & Responsibilities: Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposits, loans, and other applicable metrics.
Responsibilities
- Collaborates closely with the team to generate, identify, qualify, and prioritize new prospects as well as nurture the existing book of business.
- Regularly contacts the top 20 loan and deposit clients monthly via phone or in person to maintain relationships and identify cross-selling opportunities.
- Develops sales proposals and strategies at an expert level.
- Possesses comprehensive knowledge of the market, competitors, and maintains a strategic outlook for business growth.
- Establishes, expands, and maintains referral sources.
- Documents the relationship management process.
- Evaluates business, management, industry, financial, and structural risks and documents assessments in credit approval documents.
- Organizes and leads complex sales initiatives, including customized proposal generation.
- Develops and maintains strong relationships with all partners.
Requirements
- Participates in all required branch meetings and weekly joint calls or prospecting sessions with Small Business Bankers, followed by coaching sessions and completion of required coaching forms.
- Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability.
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This listing is sourced directly from City National Bank of Florida's careers page and normalized into a canonical job model.