More jobs:
Small Business Banker
Job in
Miami, Miami-Dade County, Florida, 33101, USA
Listed on 2026-01-02
Listing for:
City National Bank of Florida
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
About the Role
We’re looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue. In this role, you’ll provide strategic financial solutions, deliver exceptional client service, and drive growth through deposits, loans, and treasury services. As a key member of the branch team, you'll also represent the bank in the community and collaborate with internal partners to meet client needs.
What You’ll Do
- Grow and manage a portfolio of 250+ small business clients.
- Proactively acquire new relationships through prospecting, networking, and outreach.
- Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions.
- Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services.
- Support branch operations including account opening, teller transactions, and loan support as needed.
- Serve as a community ambassador and leader for the bank’s small business efforts.
- Ensure compliance with all regulatory, policy, and procedural standards.
Key Responsibilities
- Consistently meet or exceed sales and referral goals for deposits, loans, and services.
- Perform financial reviews and loan pre-screens; complete cash flow analyses.
- Make independent overdraft pay/return decisions within assigned limits.
- Support the loan application and closing process; collect and review required documentation.
- Maintain operational integrity through proper balancing, ticketing, and risk protocols.
- Adhere to compliance and regulatory training, including S.A.F.E. Act requirements.
What You Bring
- 2–4 years of recent experience as a Small Business Banker or similar role.
- Solid credit background with proven ability to structure loans and analyze credit.
- Demonstrated success in acquiring and growing small business relationships.
- Ability to complete independent pre-screens and cash flow analysis.
- Collaborative, proactive, and goal-oriented mindset.
- Excellent communication and relationship management skills.
- SBA lending experience a plus.
- Bachelors degree in Business or Finance preferred.
- An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters
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