Mid Level Private Banking Relationship Manager Jobs
Mid level private banking relationship manager jobs go to professionals ready to own client portfolios end to end, deepen advisory relationships independently, and mentor junior staff with limited oversight. Roles are concentrated across Banking & Financial Services, Investment & Asset Management, and Fintech, with a mix of on-site, hybrid, and remote positions, and employers like JPMorganChase, Amazon, and M&T Bank hiring at this level now.
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Showing 5 of 123+ Mid Level Private Banking Relationship Manager jobs
About us
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!
Overview
The Association Banking Relationship Manager Sr assumes responsibility for cultivating and expanding commercial banking relationships within the Community Association industry. This role involves strategically developing relationships with existing clients and prospective customers to drive new deposit business growth. Through independent judgment and market expertise, the Relationship Manager Sr identifies opportunities to offer tailored Treasury Management products and services. These offerings aim to optimize financial operations for property management companies, thereby enhancing their overall financial health and operational efficiency. Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Risk/Credit Grading and Risk Identification and management. Portfolio management will include servicing covenant compliance, collateral monitoring.
Principal Duties & Responsibilities
- Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.
- Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
- Independently analyzes credit checks worthiness, and conducts preliminarily financial statement analysis against bank risk standards and applicable product requirement to preliminarily determine potential credit worthiness.
- Drive new business development within the Florida Market.
- Responsible for a regular calling program within the targeted region to include calls, email, trade events and in person meetings to drive awareness of bank products within market.
- Coordinates with various divisions and departments (Deposit Operations, Underwriting, Credit, Servicing, and Treasury Management) in the servicing of routine transactions and in solving client issues and onboarding new clients.
- Maintains up-to-date knowledge of competitors’ products and pricing in the market served.
- Maintains up-to-date knowledge of banks credit policies.
- Works with Portfolio Management in obtaining financial reporting requirements.
- Manages the loan advances tied to the non-revolving condominium loans.
- Reviews construction budgets and determines the availability in which the clients can access for loan funding.
- Attend trade shows throughout the state and networking events related to association banking.
Qualifications
- 5-7 years of business development experience in Community Association Industry (HOA) or equivalent experience in industry.
- 5-7 years of building and expanding new banking relationships experience.
- Proven success in generating new business.
- Thorough understanding of local market and solid base of contacts required.
- Excellent credit analysis and relationship management skills.
- Knowledge of banking regulations, lending policies, procedures and techniques and well demonstrated understanding of loan risk factors a plus.
- Possess strong business development skills and demonstrate ability to build/expand trusting partnerships.
Education
- Bachelor's Degree in Business Administration, Finance or equivalent work experience.
- An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources. Visit our benefits page to learn more.
Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information. Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
About us
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!
Overview
The Association Banking Relationship Manager Sr assumes responsibility for cultivating and expanding commercial banking relationships within the Community Association industry. This role involves strategically developing relationships with existing clients and prospective customers to drive new deposit business growth. Through independent judgment and market expertise, the Relationship Manager Sr identifies opportunities to offer tailored Treasury Management products and services. These offerings aim to optimize financial operations for property management companies, thereby enhancing their overall financial health and operational efficiency. Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Risk/Credit Grading and Risk Identification and management. Portfolio management will include servicing covenant compliance, collateral monitoring.
Principal Duties & Responsibilities
- Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.
- Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
- Independently analyzes credit checks worthiness, and conducts preliminarily financial statement analysis against bank risk standards and applicable product requirement to preliminarily determine potential credit worthiness.
- Drive new business development within the Florida Market.
- Responsible for a regular calling program within the targeted region to include calls, email, trade events and in person meetings to drive awareness of bank products within market.
- Coordinates with various divisions and departments (Deposit Operations, Underwriting, Credit, Servicing, and Treasury Management) in the servicing of routine transactions and in solving client issues and onboarding new clients.
- Maintains up-to-date knowledge of competitors’ products and pricing in the market served.
- Maintains up-to-date knowledge of banks credit policies.
- Works with Portfolio Management in obtaining financial reporting requirements.
- Manages the loan advances tied to the non-revolving condominium loans.
- Reviews construction budgets and determines the availability in which the clients can access for loan funding.
- Attend trade shows throughout the state and networking events related to association banking.
Qualifications
- 5-7 years of business development experience in Community Association Industry (HOA) or equivalent experience in industry.
- 5-7 years of building and expanding new banking relationships experience.
- Proven success in generating new business.
- Thorough understanding of local market and solid base of contacts required.
- Excellent credit analysis and relationship management skills.
- Knowledge of banking regulations, lending policies, procedures and techniques and well demonstrated understanding of loan risk factors a plus.
- Possess strong business development skills and demonstrate ability to build/expand trusting partnerships.
Education
- Bachelor's Degree in Business Administration, Finance or equivalent work experience.
- An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources. Visit our benefits page to learn more.
Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information. Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
See All 123+ Mid Level Private Banking Relationship Manager Jobs
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Find JobsMid Level Private Banking Relationship Manager Job Market
Who's Hiring
- JPMorganChase19
- Amazon12
- M&T Bank5
- Regions Bank5
- Suburban Propane4
Top Industries Hiring
- Banking & Financial Services58
- Investment & Asset Management22
- Fintech12
- Healthcare & Medical Services11
- Technology & Software6
Mid Level Private Banking Relationship Manager Jobs: Frequently Asked Questions
How do I get a mid level private banking relationship manager job?
Position your experience around client ownership and measurable outcomes. Highlight portfolios you managed independently, assets you grew, and complex client needs you resolved without escalation. Emphasize your familiarity with wealth planning products, compliance expectations, and CRM tools. Applications that speak to revenue impact and relationship retention stand out far more than those focused on task completion or tenure alone.
Which companies hire mid level private banking relationship managers?
Companies hiring mid level private banking relationship managers right now include JPMorganChase, Amazon, and M&T Bank, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes primarily from large commercial banks, regional wealth management firms, and boutique private banks that need experienced advisors capable of running their own client books.
Are there remote mid level private banking relationship manager jobs?
Yes, though the role is predominantly relationship-driven and often requires in-person client contact. About 12% of mid level private banking relationship manager openings are remote or hybrid as of November 2026, with hybrid arrangements being the most common, typically anchoring advisors to an office a few days per week while allowing flexibility for client meetings and administrative work.
How do I move up to a mid level private banking relationship manager role?
Moving from entry level into a mid level position takes deliberate skill-building over several years. Focus on taking full ownership of smaller client segments, developing fluency in investment products and estate planning basics, and demonstrating measurable portfolio growth. Advisors who earn mid level standing typically have a consistent history of independent client management, internal referrals, and the ability to handle more complex financial situations without close supervision.
Which industries hire the most mid level private banking relationship managers?
Mid Level private banking relationship manager roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they serve high-net-worth and ultra-high-net-worth clients whose needs require experienced advisors rather than entry level staff still building foundational competencies.