Treasury Management Coordinator

City National Bank of Florida

. Review, implement, set up, maintain, and support Treasury Management and Merchant Services products and related features .

Posted 9/30/2026full-timeCoral Gables • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management and Merchant Services, with a strong focus on client servicing, compliance, and risk management. Proficient in managing client relationships, onboarding processes, and providing technical support while ensuring adherence to banking regulations and internal controls.

Highest-signal resume keywords

Treasury Management ExperienceClient Servicing SkillsCompliance KnowledgeTechnical TroubleshootingProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management ProductsCash Management ProductsBanking OperationsData AnalysisMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookClient OnboardingRisk Management

Soft Skills

Effective CommunicationInterpersonal SkillsOrganizational SkillsProblem-Solving SkillsAttention to Detail

Tools & Technologies

KACEBanking SystemsElectronic FilesService Platforms

Certifications & Qualifications

Associate's Degree in Business Administration

Industry Keywords

Financial InstitutionsLending DepartmentAudit RequirementsInternal ControlsConfidentialitySegregation of DutiesClient RetentionService Support

About the role

Key responsibilities & impact

Review, implement, set up, maintain, and support Treasury Management and Merchant Services products and related features
Maintain security controls, segregation of duties, access requirements, and Bank policies and procedures
Support new and existing Top Tier clients and assist the HOA team with Top Tier client servicing needs
Serve as a servicing point of contact for Treasury Management matters
Support client onboarding and relationship maintenance activities
Perform inbound and outbound client calls on a recorded line, including follow-up, service support, training coordination, troubleshooting, and client education
Review Treasury Management Agreements and establish accurate client access and product setups
Assist with client requests, retention, satisfaction, issue resolution, and open-item follow-up
Maintain updates, temporary limits, service limits, and access changes for existing clients
Provide customer support for passwords, one-time passcodes, security methods, software/device-driver installation, file testing, client training, phone, email, KACE, and system platforms
Track client issues through resolution and inform internal partners
Maintain customer setups, products, functions, investigations, electronic files, and documentation
Participate in product testing, implementations, conversions, and project activities
Provide onsite or verbal training, installation, and service support
Work with Relationship Managers and Treasury Management Sales Officers on client relationships, needs identification, and cross-selling referrals
Participate in client visits, relationship reviews, and internal discussions
Assess client data attributes and provide process-improvement input
Ensure client relationships are set up in Analysis composites when applicable
Complete Treasury Management project-management activities in a timely manner
Accurately board account and customer information into various systems
Maintain compliance, risk, banking-regulation, confidentiality, teamwork, and communication standards

Requirements

What you’ll need

2-4 years experience supporting or working in financial institutions lending department, treasury management department banking operations, or related field of expertise
2-4 years Treasury Management experience, including cash management products, systems, and client servicing
Knowledge of personal computer systems, banking operations, Treasury Management products, cash management products, and competitor offerings
Strong working knowledge of Treasury Management products, services, and systems
Knowledge of Treasury and cash management products, governing regulations, internal controls, audit requirements, and departmental policies and procedures
Strong organizational, time management, analytical, mathematical, problem-solving, and attention-to-detail skills
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; advanced proficiency preferred based on assigned responsibilities
Effective verbal and written communication skills for interaction with internal partners and external clients
Strong interpersonal skills with the ability to work and communicate effectively with all levels of employees, management, and clients
Strong technical skills to explain products and services to clients and assist with technical troubleshooting
Ability to work independently, manage assigned tasks and projects, and complete assignments within established procedures and standard business practices
Ability to maintain professionalism, accuracy, confidentiality, and a best-in-class client experience while handling client interactions on a recorded line
Associate's Degree in Business Administration or equivalent
An equivalent combination of education and 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
Interactive accommodation process in accordance with applicable law