Treasury Management Sales Officer

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 about City National Bank of Florida visit About Us!

Support Relationship Officers in the task of identifying new Treasury Management revenue sources and supporting the retention of existing clients. Responsible for meeting or exceeding assigned sales and retention goals. Sells Treasury Management Services, provides company analysis, and technical support in the Treasury Management department. May participate in the supervision of Treasury Management Coordinators.

Principal Duties & Responsibilities:

• Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.

• Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.

• Generates new Treasury Management revenue sources.

• Resolves treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments.

• Conducts on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services.

• Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems.

• Prepares and negotiates complex Treasury Management service proposals.

• Independently completes agreements and correspondence with clients.

• Organizes and conducts training sessions for calling clients.

• Participates in the development of marketing and training materials.

• Develops and maintains an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.

• 5-7 years of experience in sales of treasury management products within financial services industry. 
• 5-7 years of product knowledge, sales processes, and vendor interaction. 

• Knowledge of Treasury Management products and solutions.

• Influencing – Subject Matter Expertise – Technical knowledge of products and ability to effectively influence obtaining agreement with recommendations.

• Conceptual Thinking – Identifies the critical and interdependencies among system elements that impact products and performance.

• Must be an ambitious, highly motivated, self starter with the ability to meet or exceed established sales goals.

• A strong understanding and experience with the corporate selling process are a must.

• Proven track record of supporting the growth of client relationships.

• Excellent organizational, analytical and interpersonal skills.

• Strong problem-solving, negotiation and follow-up skills.

• Strong verbal and written communication skills.

• Working knowledge of Microsoft Excel, PowerPoint, and Word.

• Bachelor's Degree in Business, Finance, or Accounting.
• An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

Benefits & Perks

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

• Health Coverage: Medical, dental, and vision plans with employer contributions.
• Retirement Savings: 401(k) with matching.
• Paid Time Off & Holidays: Generous PTO and paid holidays.
• Wellness Support: Access to mental health and financial wellness resources.

Visit our benefits page to learn more Benefits!

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

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair interview process, the use of AI-enabled devices (e.g., AI glasses or similar technology) is not permitted during interviews.

Accommodations

If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at talent.attraction@citynational.com