Treasury Management Analyst

City National Bank Of Florida-posted 7 months ago

Full-time • Entry Level

Miami, FL

Credit Intermediation and Related Activities

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The Treasury Management Analyst supports the Treasury Management Sales team throughout the sales cycle and provides treasury solutions to both prospects and existing clients. This role facilitates the preparation of proposals and implementation of products and services. The analyst is responsible for examining internal client data and external third-party data to help improve revenue generation and operational performance through data analysis. Additionally, the analyst performs operations functions related to the production of treasury service offerings, either as a daily function or during implementation.

Provides support to new or existing bank clients and works with internal and external contacts with service requests, inquiries or technical issues related to specific bank and treasury management services.
Works with the Treasury Management Director on various tasks, including maintaining the department Pitch Book, managing the Treasury Management pipeline, and routine monthly and one-off reporting.
Conducts ongoing review of waiver and/or exception pricing and prepares and manages Relationship Reviews.
Performs profitability and cost analysis, as well as builds a pricing database.
Assists with Treasury Management sales opportunities and maintains the Treasury Management Contact Management Sheet.
Researches, designs, and assists with the implementation of new products and services.
Analyzes, identifies, and assesses data attributes; develops recommendations and processes to improve operational performance ensuring adherence to department policies and procedures.
Conducts client analysis and contributes to proposal generation.
Takes ownership and delivers timely resolution of client issues.
Utilizes a working knowledge of the various Treasury Management products and solutions provided by the bank to originate and participate in marketing efforts.
Trains bank officers regarding department products.
Works with the Treasury Sales Officers to support in proposing and implementing Treasury Management solutions for clients.

2-4 years experience in banking or related field of expertise.
Treasury management experience.
Prior working experience and knowledge of personal computer systems, operations, cash management products, and competitors.
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.
Good time management, organizational, and problem-solving skills.
Ability to work independently to accomplish assigned projects.

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