Treasury Management Inside Sales Representative

City National Bank of Florida

Treasury Management Inside Sales Representative supporting City National Bank of Florida’s business banking clients. Assisting sales outreach, proposals, CRM pipeline management, and product implementation.

Posted 8/21/2026full-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 products and client service, with strong capabilities in sales support, data analysis, and effective communication. Proficient in managing client relationships and coordinating product implementations to enhance client experience.

Highest-signal resume keywords

Treasury Management KnowledgeClient Service ExperienceSales Support SkillsMicrosoft Office ProficiencyCRM Systems Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Treasury Management ProductsClient Data CompilationReport PreparationProposal DevelopmentProduct Demonstrations

Soft Skills

Strong Communication SkillsInterpersonal SkillsOrganizational SkillsTime-Management SkillsAttention to Detail

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft OutlookCRM Systems

Certifications & Qualifications

Associate's Degree in BusinessAssociate's Degree in FinanceAssociate's Degree in Accounting

Industry Keywords

BankingTreasury ManagementSales ProcessClient OnboardingRevenue Tracking

About the role

Key responsibilities & impact

Serve as a point of contact for small business clients regarding Treasury Management service requests and routine product inquiries
Assist with outreach to existing and prospective clients by scheduling calls, gathering information, and documenting opportunities
Support Treasury Management Officers and Relationship Managers by preparing proposals, product information, and presentation materials
Maintain working knowledge of Treasury Management products and respond to basic client questions
Coordinate product demonstrations and assist with onboarding and implementation activities
Provide administrative and technical support for client questions on Treasury Management products
Supply information and materials supporting the sales process from proposal through implementation
Maintain and update the Treasury Management pipeline in CRM systems
Compile client data and prepare reports to identify trends, opportunities, and risks
Generate summaries and materials for revenue tracking, pricing requests, and waiver review processes
Assist in maintaining sales tools, pitchbooks, and reporting dashboards
Coordinate with internal teams to ensure accurate setup and onboarding of Treasury Management products
Prepare content and schedule logistics for banker training sessions
Participate in assigned projects and initiatives that enhance client experience and product delivery

Requirements

What you’ll need

Minimum 2 years of banking, treasury management, sales support, or related client service experience
Proven sales and customer service skills with focus on client support
Strong communication, interpersonal, and presentation skills
Proficiency in Microsoft Office applications (Excel, PowerPoint, Word, Outlook)
Experience with CRM systems preferred
Ability to compile client data and prepare standard reports to support analysis and tracking
Working knowledge of banking and Treasury Management products
Willingness to expand product knowledge through training
Strong organizational and time-management skills with attention to detail and accuracy
Ability to follow established procedures, manage multiple tasks, and meet deadlines
Ability to work independently on assigned tasks while collaborating effectively as part of a team
Associate's Degree in Business, Finance, or Accounting, or equivalent combination of education and relevant professional experience in lieu of a degree

Benefits

Comp & perks

Equal Opportunity Employer
Reasonable accommodations available for applicants and participants in the hiring process