City National Bank · 1 week ago
Private Banking Officer Senior
City National Bank is a financial institution focused on providing exceptional financial solutions to high-net-worth clients. The Private Banking Officer will manage a portfolio of affluent clients, driving business growth through new loans and deposit relationships while delivering unparalleled client service.
BankingFinanceFinancial Services
Responsibilities
Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones
Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services
Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship
Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs
Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience
Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance
Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele
Qualification
Required
8–10 years of lending experience, with a proven track record of developing new loans and deposit business
Strong relationship management, sales, and marketing skills
Ability to structure and negotiate complex loan transactions
Bachelor's degree in Business, Finance, or a related field required
Commitment to delivering the highest level of client service with prompt and efficient responses to client needs
Strong understanding of financial products, credit policies, and the private banking market
Preferred
Formal credit training preferred
Master's Degree, preferred
Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
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