Treasury Management Inside Sales & Onboarding Specialist

City National Bank (CNB); Miami (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

City National Bank of Florida seeks a Treasury Management Inside Sales Representative to support growth of Treasury Management services and assist TMOs and Relationship Managers with cross-selling opportunities. You will identify opportunities, prepare proposals, coordinate implementation, and maintain pipeline records to enhance revenue and client experience.

Responsibilities include serving as a point of contact for small business clients, coordinating outreach, preparing materials,

Qualifications

• Minimum 2 years of banking, treasury management, sales support, or related client service experience.
• Proven sales and customer service skills with focus on client support.
• Strong communication, interpersonal, and presentation skills to interact with clients, peers, and management.
• Proficiency in Microsoft Office applications (Excel, PowerPoint, Word, Outlook); experience with CRM systems preferred.
• Working knowledge of banking and Treasury Management products; willingness to expand knowledge through training.
• Strong organizational and time-management skills with attention to detail and accuracy.
• Ability to follow established procedures, manage multiple tasks, and meet deadlines.
• Ability to work independently on assigned tasks while collaborating effectively as part of a team.

Responsibilities

• Serve as a point of contact for small business clients, responding to Treasury Management service requests and routine product inquiries to support a best-in-class client experience.
• Assist with outreach to existing and prospective clients by scheduling calls, gathering information, and documenting opportunities.
• Support TMOs and Relationship Managers by preparing proposals, product information, and presentation materials for Treasury Management services.
• Maintain working knowledge of Treasury Management products in order to share information and respond to basic client questions.
• Coordinate product demonstrations and assist with onboarding and implementation activities.
• Provide administrative and technical support for client questions on Treasury Management products.
• Collaborate with TMOs and Relationship Managers by supplying information and materials that support the sales process from proposal through implementation.
• Maintain and update the Treasury Management pipeline in CRM systems, ensuring accurate entry of activities and follow-up actions.
• Compile client data and prepare reports to support identification of trends, opportunities, and risks.
• Generate standard summaries and materials to support revenue tracking, pricing requests, and waiver review processes.
• Assist in maintaining sales tools, pitchbooks, and reporting dashboards.
• Coordinate with internal teams to help ensure accurate setup and onboarding of Treasury Management products.
• Provide product reference materials and assist with banker training sessions by preparing content and scheduling logistics.
• Participate in assigned projects and initiatives that enhance client experience and product delivery.

Education

Associate's Degree in Business, Finance, or Accounting

Tools

Microsoft Office

CRM systems

Job description

City National Bank of Florida seeks a Treasury Management Inside Sales Representative to support growth of Treasury Management services and assist TMOs and Relationship Managers with cross-selling opportunities. You will identify opportunities, prepare proposals, coordinate implementation, and maintain pipeline records to enhance revenue and client experience.

Responsibilities include serving as a point of contact for small business clients, coordinating outreach, preparing materials,