Corporate Banking Specialist Senior

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!

The Corporate Banking Specialist Senior collaborates directly with the assigned Relationship Managers (RMs), overseeing and expanding the Corporate Banking portfolio. Primary duties involve identifying and securing new Corporate Banking relationships and revenue streams. Responsibilities include fostering the retention of existing clients and supporting various tasks related to loan approval, loan closing, adherence to credit standards, and new business development. The role also includes monitoring loan status from post-approval to disbursement, providing essential support to the assigned RM, and addressing client needs promptly while ensuring continuous updates on the status to Relationship managers and clients (loan inquiries, issues, etc.).

• Collaborate with Relationship managers to strategically manage and expand the Corporate Banking portfolio, focusing on cultivating strong, long-term client relationships.
• Develop and implement strategies to foster the retention of existing clients, ensuring a high level of client satisfaction and loyalty.
• Actively contribute to new business development initiatives by identifying market opportunities, monitoring industry trends, and proposing innovative solutions.
• Supports both new and current bank clients and collaborates with internal and external contacts to resolve technical problems, service requests, and other questions pertaining to specific bank and corporate banking services.
• Conduct in-depth financial analysis to provide decision-making support for Relationship Managers, particularly in identifying and securing new Corporate Banking relationships and revenue streams.
• In charge of managing requests for loan servicing, including advance payments, paydowns, copies of invoices and statements, investigation of billing-related matters, insurance, escrows, flood insurance, etc.
• Contribute to the collection, preparation and processing of loan applications, deal structuring, development, and maintenance.

Acts as the primary point of contact for clients, ensuring a comprehensive understanding and knowledge of the relationship:

• Collect, and review required documents for new loan applications, renewals, and/or modification.
• Responsible for uploading required loan documents into Doc Man within defined timeframe for loan document stage.
• Collect and verify applicants’ information, such as income, employment history, and creditworthiness.
• Complete customers’ profiles/CIP and Ownership Information in elevate.
• Perform list check, OFAC & Google search and submit KYCs for RM review and attestation/approval within applicable systems.
• Collaborates with the legal department to manage post-prescreening and approvals for engagement, facilitating effective collaboration with RMs.
• Collaborates with loan closers, legal counsel, and other internal departments on behalf of RMs by keeping all parties informed of progress and get appropriate decision-makers involved to resolve issues.
• Maintain accurate records and documentation related to loan applications and approvals.
• Collaborate with RM, PRO, and other relevant parties involved in the loan approval and closing process.
• Collect necessary documentation from clients as indicated on the loan closing checklist, applicable to new loans, modifications and renewals.
• Contribute to the management of the RMs Dashboard and pipeline management.
• Creates…