Treasury Management Analyst I

Overview

The Treasury Management Analyst supports the Treasury Management Sales team throughout the sales cycle and providing treasury solutions to both prospects and existing clients. Facilitates in the preparation of proposals and implementation of products and services. Responsible for examining internal client data and external 3rd party data to help improve revenue generation; help improve operational performance through data analysis. Perform operations functions related to production of treasury service offerings (either daily function or implementation).

What Youll Do :

• 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 but not limited to : Maintaining the department Pitch Book updated Treasury Management pipeline management Routine monthly and one-off reporting Ongoing review of waiver and / or exception pricing Preparing and managing Relationship Reviews Profitability and cost analysis as well as build pricing database Assist with Treasury Management sales opportunities Maintain Treasury Management Contact Management Sheet current
• Researches designs and assists with 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 including but not limited to pricing and cost study analysis.
• Conducts client analysis and contributes with proposal generation.
• Takes ownership and deliver 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 with regards to department products.
• Works with the Treasury Sales Officers with support in proposing and implementing Treasury Management solutions for clients.

Qualifications

What You Bring :

Education

Benefits & Perks

We offer a competitive benefits package designed to support your success :

Visit our benefits page to learn mor e Benefits!

Join City National Bank of Florida. The possibilities are endless.

Special Instructions to Candidates

Required Experience :

IC

Key Skills

Active Directory,Customer Service,End user,Access Points,Deskside Support,Windows,SCCM,Troubleshoot,User Accounts,Desktop,PC,Backup,Setup,hardware,Technical Support

Employment Type : Full-Time

Experience : years

Vacancy : 1