What are the responsibilities and job description for the Treasury Management Associate I position at City National Bank?
TREASURY MANAGEMENT ASSOCIATE I WHAT IS THE OPPORTUNITY?
This position is responsible for the development and direct sale of treasury management products and services to new clients and the expansion of existing treasury management customer relationships. The incumbent will support business development activities of CNB line units and develop sales strategies to aggressively increase the sale and use of treasury management products and services for the designated customer and prospect base. Conduct customer/prospect needs analysis and develop proposed service solutions/sales presentations to assist businesses and organizations to make efficient use of cash. Coordinate sales efforts with relationship officers and team members in order to acquire new business and strengthen existing client relationships. Maintain current knowledge of all treasury management products and services offered.
The Treasury Management Associate is the trusted advisor for CNB's treasury management clients, partnering with Senior TMSOs to expand solution adoption and deepen client relationships. This role identifies growth opportunities within the portfolio, recommends tailored treasury services, and coordinates support to ensure exceptional client experiences. By balancing relationship management with proactive sales support, the TMA drives client loyalty and long-term business growth.
WHAT WILL YOU DO?
Required Qualifications*
Compensation
Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
Benefits
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
About Us
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
This position is responsible for the development and direct sale of treasury management products and services to new clients and the expansion of existing treasury management customer relationships. The incumbent will support business development activities of CNB line units and develop sales strategies to aggressively increase the sale and use of treasury management products and services for the designated customer and prospect base. Conduct customer/prospect needs analysis and develop proposed service solutions/sales presentations to assist businesses and organizations to make efficient use of cash. Coordinate sales efforts with relationship officers and team members in order to acquire new business and strengthen existing client relationships. Maintain current knowledge of all treasury management products and services offered.
The Treasury Management Associate is the trusted advisor for CNB's treasury management clients, partnering with Senior TMSOs to expand solution adoption and deepen client relationships. This role identifies growth opportunities within the portfolio, recommends tailored treasury services, and coordinates support to ensure exceptional client experiences. By balancing relationship management with proactive sales support, the TMA drives client loyalty and long-term business growth.
WHAT WILL YOU DO?
- Client Portfolio Management & Activation
- Serve as the dedicated support resource for assigned portfolio of existing clients
- Coordinate cash management, foreign exchange, and commercial card digital solution onboarding across operations, implementations, and technical consulting teams
- Partner with Senior TMSOs to drive client activation and adoption while maintaining exceptional client experience
- Proactively recommend appropriate treasury services to existing clients to increase share of wallet
- Assess client needs and identify solutions designed to reduce costs and optimize cash flow operations
- Gather client insights through discovery to identify broader solution opportunities
- Assist Senior TMSOs with onsite sales calls and client presentations as schedule permits
- Answer product and implementation questions for internal and external clients
- Coordinate technical support regarding treasury management product usage and functionality
- Act as escalation point for treasury management service issues
- Provide focused financial advice aligned with clients' business goals
- Partner with Senior TMSOs and relationship managers to develop coordinated client contact strategies
- Educate clients on industry trends and emerging issues impacting their business
- Maintain positive relationships across bank units to support business development efforts
- Own and assist with special projects and task forces as assigned
Required Qualifications*
- Bachelor's Degree or equivalent
- Minimum 2 years of cash management sales experience in a financial services environment required.
- Minimum 1 year of experience in managing/supporting medium to large account relationships required
- Solution-Oriented Mindset: Proactively identifies client challenges and develops creative, tailored treasury solutions that drive measurable business impact
- Technology Enablement: Leverages digital platforms and emerging treasury technologies to enhance client capabilities and streamline operations
- Strategic Thinking: Thinks beyond immediate client needs to anticipate market trends and identify innovative opportunities that position RBC as a trusted advisor
- Cross-Functional Problem Solving: Collaborates across teams to design and implement solutions that balance client requirements with operational capabilities
- Client Advocacy: Champions client success by challenging internal processes and advocating for solutions that deliver exceptional outcomes
- Business Acumen: Understands client financial objectives and recommends treasury services that optimize costs, improve cash flow, and drive profitability
Compensation
Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
Benefits
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
About Us
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Salary : $71,869 - $114,797