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Banking Business Analyst
City National Bank of Florida. Translate sales strategies into actionable steps by distributing initiative materials, validating execution quality, and updating progress against key performance indicators (KPIs) .
About the role
Key responsibilities & impact- Translate sales strategies into actionable steps by distributing initiative materials, validating execution quality, and updating progress against key performance indicators (KPIs)
- Oversee the structure and execution of pipeline reviews, campaign timelines, team engagement forums, and performance tracking frameworks to ensure alignment with strategic objectives
- Evaluate and document business opportunities, assess lead quality, and direct high-potential prospects to appropriate bankers
- Monitor and report client calling activities, pipeline status, and closed deals to ensure adherence to weekly performance expectations
- Align campaign execution and communication efforts with business priorities in partnership with Marketing
- Apply standardized processes across Production LOBs to ensure consistency in initiative execution
- Facilitate strategic communication between bankers and internal teams including Risk, Compliance, Operations, Technology, and Finance
- Lead efforts involving Assistant Regional Directors (ARDs) and escalate early warning cases for leadership review
- Track operational risk issues and self-identified items in collaboration with the First Line of Defense (1LOD), ensuring visibility and follow-through
- Compile findings and responses across LOBs for leadership review and resolution tracking
- Engage with Compliance and Risk teams to address regulatory requirements and ensure alignment with enterprise standards
- Identify and escalate significant balance fluctuations for leadership attention
- Prepare and format business review materials, executive summaries, and presentation decks for leadership meetings, ensuring data accuracy and relevance to strategic goals
- Generate and interpret business reports that inform leadership decisions, track performance trends, and support enterprise-wide initiatives
- Oversee budget-related activities, vendor engagement, resource planning, onboarding logistics, and team initiatives with strategic oversight.
Requirements
What you’ll need- 5-7 years of experience in a strategic execution, business advisory, or performance enablement role within financial services
- Demonstrated ability to translate sales strategies into structured initiatives and drive execution across LOBs
- Proven skill in interpreting business performance data and generating reports that inform leadership decisions and support enterprise-wide initiatives
- Working knowledge of Commercial and Commercial Real Estate (CRE) lending products, profitability drivers, and Net Interest Margin (NIM) concepts
- Familiarity with operational risk monitoring practices, governance procedures, and regulatory frameworks within financial institutions
- Strong analytical and organizational skills with the ability to prioritize tasks, meet deadlines, and manage competing demands
- Effective written and verbal communication skills for preparing executive-level materials and facilitating strategic engagement across business units
- Ability to apply structured processes and contribute to cross-functional alignment across Risk, Compliance, Operations, Technology, and Finance
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook) and other business reporting tools
- Detail-oriented and dependable, with the ability to work independently and exercise sound judgment
- Resourceful and solution-focused, with a proactive approach to initiative execution and issue resolution.
Benefits
Comp & perks- Equal Opportunity Employer
- Reasonable accommodations for individuals with disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business performance data interpretationreport generationoperational risk monitoringgovernance proceduresregulatory frameworksCommercial lending productsCommercial Real Estate (CRE) lendingNet Interest Margin (NIM)performance tracking frameworksbudget management
Soft Skills
analytical skillsorganizational skillseffective communicationprioritizationdeadline managementindependencesound judgmentresourcefulnesssolution-focused mindsetstrategic engagement