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Banking Finance Jobs in Boca Raton, FL (NOW HIRING)

College degree is preferred -- finance or business-related field. Minimum Experience: Minimum of 10 years' experience in banking/financial services. Required Knowledge, Skills & Abilities: Strong ...

Senior FP&A Analyst

Fort Lauderdale, FL

$81K - $101K/yr

... Finance or Accounting strongly preferred * Strong understanding of bank FTP, capital and cost allocation methodologies * Advanced financial modeling experience required. * Advanced Excel and ...

Senior FP&A Analyst

Fort Lauderdale, FL · On-site

$81K - $101K/yr

... Finance or Accounting strongly preferred * Strong understanding of bank FTP, capital and cost allocation methodologies * Advanced financial modeling experience required. * Advanced Excel and ...

Senior FP&A Analyst

West Palm Beach, FL

$82K - $103K/yr

... Finance or Accounting strongly preferred * Strong understanding of bank FTP, capital and cost allocation methodologies * Advanced financial modeling experience required. * Advanced Excel and ...

Manages relationships with small business banking clients through a consistent process of outreach ... Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending ...

Successful solutions that are valued by our clients are in industry areas such as pharmaceuticals, telecommunications, banking, finance, manufacturing, publishing and consumer products. Role: PEGA ...

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Banking Finance information

See Boca Raton, FL salary details

$23.7K

$87.9K

$128.6K

How much do banking finance jobs pay per year?

As of Sep 2, 2026, the average yearly pay for banking finance in Boca Raton, FL is $87,904.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,200.00 and $103,400.00 per year, depending on experience, location, and employer.

What is banking finance?

Banking Finance jobs refer to roles within banks and financial institutions that involve managing money, investments, and financial transactions. These positions can range from retail banking (such as tellers and personal bankers) to corporate finance, investment banking, risk management, and compliance. Professionals in this field analyze financial data, provide customer service, assess creditworthiness, and help individuals or organizations achieve their financial goals. The industry offers opportunities for career growth, often requiring strong analytical skills, attention to detail, and knowledge of financial regulations.

What are the key skills and qualifications needed to thrive in banking finance, and why are they important?

To excel in Banking Finance, you need strong analytical abilities, financial modeling skills, and a solid educational background in finance, accounting, or economics. Familiarity with financial software such as Excel, Bloomberg Terminal, and relevant certifications like CFA or CPA are common requirements. Exceptional communication, attention to detail, and problem-solving skills help professionals build trust with clients and collaborate effectively across teams. These competencies are vital for making sound financial decisions, managing risk, and ensuring regulatory compliance in a dynamic industry.

What are some common challenges faced by professionals in banking finance, and how can they be effectively managed?

Professionals in Banking Finance often encounter challenges such as adapting to rapidly changing regulatory requirements, managing tight deadlines, and ensuring accuracy in financial reporting. Staying updated with industry regulations and developing strong organizational skills are essential for success. Collaborating closely with compliance, risk management, and other departments helps mitigate errors and fosters a supportive team environment. Continuous professional development and leveraging technology can also improve efficiency and confidence when navigating these challenges.

What is the difference between Banking Finance vs Financial Analyst?

AspectBanking FinanceFinancial Analyst
Required CredentialsFinance degree, certifications like CFA or CPA often preferredFinance or accounting degree, CFA certification beneficial
Work EnvironmentBank branches, corporate banking departmentsInvestment firms, corporate finance departments
Employer & Industry UsageCommercial banks, retail banking, investment banksFinancial services, investment firms, corporate finance

Banking Finance professionals focus on banking operations, lending, and customer services within banks, while Financial Analysts analyze financial data to guide investment decisions and corporate strategies. Both roles require finance credentials and operate within the financial industry, but their daily tasks and work environments differ significantly.

Is banking finance a good career?

Banking finance is considered a stable and well-paying career option that offers opportunities for advancement and specialization in areas such as investment banking, retail banking, or financial analysis. Success in this field often requires strong analytical skills, attention to detail, and relevant certifications like CFA or CPA. The industry typically offers a structured work environment with regular hours, though some roles may involve high-pressure situations and long hours.

What jobs can you do with banking and finance?

With a background in banking and finance, you can pursue roles such as financial analyst, bank teller, loan officer, financial advisor, credit analyst, investment banker, or risk manager. These jobs typically require strong analytical skills, knowledge of financial regulations, and proficiency with financial software and tools.

What are popular job titles related to Banking Finance jobs in Boca Raton, FL?

For Banking Finance jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Banking Finance jobs in Boca Raton, FL look for?

The top searched job categories for Banking Finance jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Banking Finance jobs?

Cities near Boca Raton, FL with the most Banking Finance job openings:

Infographic showing various Banking Finance job openings in Boca Raton, FL as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution, with an average salary of $87,904 per year, or $42.3 per hour.

Full-time

Re-posted 27 days ago


Job description

Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you’ll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You’ll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence.

What You’ll Do:

  • Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones.
  • Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services.
  • Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship.
  • Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs.
  • Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience.
  • Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance.
  • Engage in the Community: Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele.

What We’re Looking For

  • Experience: 8–10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred.
  • Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions.
  • Education: Bachelor’s degree in Business, Finance, or a related field required. Master’s Degree, preferred.
  • Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs.
  • Knowledge: Strong understanding of financial products, credit policies, and the private banking market.

  • Bachelor’s degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered.

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 interview process, the use of AI wearables, AT tools, AI applications, or other external assistance is strickly prohibited. 

Accommodations

If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at talent.attraction@citynational.com