City National Bank of Florida · 1 day ago
Treasury Management Coordinator
Miami, FL
Full-time
Onsite
Entry, Mid Level
2+ years expCity National Bank of Florida is seeking a Treasury Management Coordinator to perform various functions within the Treasury Management Group. The role involves reviewing and establishing new implementations for Treasury Management services, ensuring security controls, and providing customer support.
BankingCommercial LendingConsumer LendingFinanceFinancial Services
Responsibilities
Follows policies and procedures and exercises good judgment to ensure client privacy, Bank security and fraud/loss prevention
Assists supervisor in departmental cross training when necessary
Reviews Treasury Management Agreements to establish and performs accurate client access and set-up for all Treasury Management products and services according to required approvals, policies and procedures
Maintains and performs accurate updates and temporary limit and/or access changes to existing customers
Troubleshoots and solves problems within Treasury Management by following all policies, procedures and processes
Provides full customer support, including, but not limited to forgotten passwords, one-time pass code or other security methods, installation and/or reinstallation of product software or device drivers, file testing assistance, client training, and etc. on all Treasury Management products and services that are supported by the department and received via the various contact points (phone, email, KACE, system platforms, etc.)
Establishes and maintains customer set-ups, products, functions and investigations
Maintains electronic files for client requests with regard to Treasury Management
Actively and accurately participates in product testing, implementation, and conversions, as needed and required
Provides onsite or verbal (conference call) training, installation and service of Treasury Management products
Identifies cross-selling opportunities and refers to Treasury Management Sales Officers as appropriate
Communicates effectively within the department and with other departments at the Bank
Maintain a high degree of accuracy while boarding account and customer information into various systems
Maintain knowledge of compliance, risk and banking regulations
Maintain a high degree of confidentiality with customer information
Qualification
Required
2-4 years experience supporting or working in financial institutions lending department, treasury management department or previous banking experience
Some working knowledge of Treasury Management products and systems
Must be detail-oriented, organized and must have strong time-management skills
Understanding of treasury and cash management products, governing regulations, internal and audit policies and procedures
Strong math, analytical and problem solving skills
Proficiency in Microsoft Word, Excel, and PowerPoint applications
Excellent verbal and written communication skills for effective interaction with clients
Strong attention to detail
Good technical skills in order to effectively inform clients about products and service
High School Diploma or GED equivalent
Preferred
Associate's Degree in Business Administration or equivalent
Company
City National Bank of Florida
City National Bank is a financial institution that offers banking products and services to businesses, healthcare, and individuals.
501-1000 employees
H1B Sponsorship
City National Bank of Florida has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (1)
2023 (3)
2022 (4)
2021 (3)
2020 (3)
Funding
Current Stage
Late StageLeadership Team
Jorge Gonzalez
CEO & Vice Chairman of the Board
R
Rafael Barrera Renault
Executive Vice President, Chief Human Resources Officer
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