Treasury Management Analyst

City National Bank of Florida

. Support the Treasury Management Sales team throughout the sales cycle .

Posted 9/28/2026full-timeMiami • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Treasury Management solutions, client support, and operational processes, with a strong focus on data analysis and proposal generation. Proficient in utilizing banking systems and Microsoft Office applications to enhance service delivery and operational performance.

Highest-signal resume keywords

Treasury Management SolutionsClient SupportData AnalysisMicrosoft Office ApplicationsBanking Systems

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Treasury ManagementCash Management ProductsData AnalysisProposal GenerationOperational Performance Improvement

Soft Skills

Analytical AbilitiesInterpersonal SkillsTime ManagementOrganizational SkillsProblem-Solving Skills

Tools & Technologies

Banking SystemsMicrosoft PowerPointMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Industry Keywords

Financial ServicesClient SupportOperational ProcessesTreasury Management FunctionsService Offerings

About the role

Key responsibilities & impact

Support the Treasury Management Sales team throughout the sales cycle
Provide treasury solutions to prospects and existing clients
Facilitate preparation of proposals and implementation of products and services
Examine internal client data and external third-party data to improve revenue generation and operational performance
Perform daily and implementation-related operations functions for treasury service offerings
Deliver support to bank clients and handle service requests, inquiries, and technical issues related to banking and treasury management services
Collaborate with the Treasury Management Director on pitch book maintenance, pipeline management, reporting, pricing reviews, relationship reviews, profitability and cost analysis, pricing database development, sales opportunities, and contact management
Research, design, and facilitate implementation of new products and services
Evaluate and analyze data attributes and develop processes to improve operational performance while following department policies and procedures
Perform client analysis and contribute to proposal generation with Treasury Sales Officers
Resolve client issues promptly, escalating as needed
Support marketing efforts for Treasury Management products and solutions
Educate bank officers regarding department products
Partner with Treasury Sales Officers to propose and implement Treasury Management solutions for clients

Requirements

What you’ll need

2-4 years of experience in banking or a related financial services field, involving client support and operational processes under established guidelines
Exposure to treasury management functions or cash management products preferred
Demonstrated experience using banking systems and technology platforms, with applied knowledge of cash management products and competitor offerings
Advanced proficiencies in Microsoft Office Applications: PowerPoint, Excel, Word and Outlook
Excellent analytical abilities, strong interpersonal skills, and an ability to work and communicate effectively with all levels of operations and senior management
Working knowledge of bank and treasury management products and service offerings
Good time management, organizational and problem-solving skills
Ability to work independently to accomplish assigned projects
Bachelor's Degree in Business, Finance, or Accounting, or an equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree