Private Banking Officer Senior - Legal/Law firm Group jobs in United States
cer-icon
Apply on Employer Site
company-logo

City National Bank · 3 months ago

Private Banking Officer Senior - Legal/Law firm Group

City National Bank is seeking a Private Banking Officer to serve as a trusted advisor to high-net-worth clients. The role involves managing a portfolio, driving business growth through new loans and deposits, and providing exceptional client service while collaborating with internal teams.

BankingFinanceFinancial Services
check
H1B Sponsor Likelynote

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

Lending experienceRelationship managementSales skillsCredit trainingFinancial products knowledgeClient service commitmentMarketing skillsDegreeNegotiation skills

Required

8–10 years of lending experience, with a proven track record of developing new loans and deposit business
Formal credit training preferred
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

Master's Degree, preferred
Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered

Benefits

Enjoy opportunities for professional growth and development.

Company

City National Bank

company-logo
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 Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

leader-logo
Howard Hammond
CEO City National Bank
linkedin
leader-logo
Fiyaz Khan
Senior Vice President, Structured Products
linkedin
Company data provided by crunchbase