Treasury Management Analyst

City National Bank of Florida

Treasury Management Analyst supporting treasury sales, client analysis, pricing, and implementation. Improving operational performance and delivering cash-management solutions for City National Bank of Florida.

Posted 8/21/2026full-timeMiami • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Highest-signal resume keywords

Treasury Management SolutionsClient Support ExperienceData Analysis and EvaluationMicrosoft Office ProficiencyBanking Systems Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementCash Management ProductsData AnalysisProposal GenerationOperational Performance Improvement

Soft Skills

Interpersonal SkillsEffective CommunicationTime ManagementOrganizational SkillsProblem-Solving Skills

Tools & Technologies

Banking SystemsMicrosoft PowerPointMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Industry Keywords

Financial ServicesClient AnalysisSales Cycle SupportService OfferingsProfitability Analysis

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 and operational performance
Perform daily and implementation-related operations functions for treasury service offerings
Deliver support to bank clients and coordinate with internal and external contacts regarding service requests, inquiries, and technical issues
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 with leadership
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 using established procedures and escalate as needed
Apply knowledge of Treasury Management products and solutions to support marketing efforts
Educate bank officers about department products using approved materials and guidelines
Partner with Treasury Sales Officers to propose and implement Treasury Management solutions with management

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 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 equivalent combination of education and/or relevant professional experience in lieu of a degree

Benefits

Comp & perks

Hybrid workplace policy
Equal Opportunity Employer
Reasonable accommodations during the hiring process