TREASURY MANAGEMENT ASSOCIATE II
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 customerprospect needs analysis and develop proposed service solutionssales 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 CNBs 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
Sales Support & Growth
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
Client Support & Problem Resolution
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
Cross-functional Collaboration
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
WHAT DO YOU NEED TO SUCCEED
Required Qualifications
Bachelors Degree or equivalent
Minimum 4 years of cash management sales experience in a financial services environment required.
Minimum 2 years experience in managingsupporting medium to large account relationships required.
Additional Qualifications
Graduation from a four-year college or university with concentration in a discipline directly related to the duties of the position.
Knowledge of sales techniques and principles to effectively market treasury management services.
Strong written and verbal communications skills.
Ability to gather arranges compile interpret analyze summarize and evaluate information and data to identify sales opportunities and formulate conclusions and recommended actions.
Ability to set priorities objectives and goals.
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
WHATS IN IT FOR YOU
Compensation
Starting base salary 87027 - 138965 per year. Exact compensation may vary based on skills experience and location. This job is eligible for bonus andor commissions.
Benefits and Perks
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 401k 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
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one weve 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 Americas 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.
Unless otherwise indicated as fully remote reporting into a designated City National location is an essential function of the job.