Treasury Management Analyst I

City National Bank of Florida

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

Posted 10/5/2026full-timeMiami • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management and client support, with a strong focus on operational performance improvement through data analysis and effective communication with stakeholders. Proficient in managing sales cycles and implementing treasury solutions tailored to client needs.

Highest-signal resume keywords

Treasury Management SolutionsData AnalysisClient SupportMicrosoft Office ProficiencyBanking Systems Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementData AnalysisClient AnalysisProposal GenerationCost AnalysisOperational ProcessesCash Management ProductsPricing Database ManagementReportingImplementation

Soft Skills

Interpersonal SkillsTime ManagementOrganizational SkillsProblem-Solving SkillsCommunication Skills

Tools & Technologies

Microsoft PowerPointMicrosoft ExcelMicrosoft WordMicrosoft OutlookBanking Technology Platforms

Industry Keywords

BankingFinancial ServicesTreasury ManagementCash ManagementOperational Performance

About the role

Key responsibilities & impact

Support the Treasury Management Sales team throughout the sales cycle
Provide treasury solutions to prospects and existing clients
Prepare proposals and implement products and services
Examine internal client data and external third-party data to improve revenue generation
Improve operational performance through data analysis
Perform operations functions related to treasury service offerings, including daily functions and implementation
Support new and existing bank clients with service requests, inquiries, and technical issues related to bank and treasury management services
Maintain the department Pitch Book
Manage the Treasury Management pipeline
Prepare routine monthly and one-off reporting
Review waiver and/or exception pricing
Prepare and manage Relationship Reviews
Conduct profitability and cost analysis and build the pricing database
Assist with Treasury Management sales opportunities
Maintain the Treasury Management Contact Management Sheet
Research, design, and facilitate implementation of new products and services
Evaluate and analyze data attributes and develop processes to improve operational performance while adhering to department policies and procedures
Perform client analysis and contribute to proposal generation with Treasury Sales Officers
Resolve client issues promptly by applying established procedures and escalating as needed
Support marketing efforts for Treasury Management products and solutions under leadership direction
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
Applied knowledge of cash management products and competitor offerings
Advanced proficiency in Microsoft Office applications: PowerPoint, Excel, Word, and Outlook
Excellent analytical abilities
Strong interpersonal skills and 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

Benefits

Comp & perks

Equal Opportunity Employer
Reasonable accommodations for applicants participating in the interview process
Hybrid workplace policy