Essential Functions. Collects member/prospect data, analysis statements and assembles marketing collateral to aid TM Sales in preparing for appointments. Independently develop, analyze, and implement pricing proformas, proposals, presentations, and all other reporting. Responsible for data delivery including deposit, fee income, treasury analytics, account schematics, tracking sales activities. Meets with members virtually, in person or by phone ...
Essential Functions. Collects member/prospect data, analysis statements and assembles marketing collateral to aid TM Sales in preparing for appointments. Independently develop, analyze, and implement pricing proformas, proposals, presentations, and all other reporting. Responsible for data delivery including deposit, fee income, treasury analytics, account schematics, tracking sales activities. Meets with members virtually, in person or by phone ...
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. Per...
Treasury Management Analyst Track. The Treasury Management Analyst track is designed to develop future Treasury Management leaders. After the initial training period, analysts in this track will rotate with various Treasury Management teams including sales support & service, implementations, and sales. Completion of the program typically happens after 18 months. Analysts in this role may pursue a business development or support role. General. Obt...
Treasury Management Analyst. Job ID. 2025-5724. Category. Treasury Services. Type. Full-Time. Workplace policy. Hybrid. Overview. Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We're entrepreneurs at heart-growing fast, making an impact, and shaping the future of banking in Florida. To learn more abou...
