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Treasury Management Advisor Jobs (NOW HIRING)

Bank of Tampa

Treasury Management Advisor

Tampa, FL · On-site

Treasury Management Advisors bring a solutions-oriented perspective to client and prospect interactions, embrace accountability for their own goals, and create value for our internal and external ...

Towne Bank

Treasury Management Advisor

Raleigh, NC · On-site

We are seeking a Treasury Management Advisor II (TMA) that will be responsible for driving Treasury services revenue by helping our members meet their holistic Cash Management needs. Cash management ...

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Treasury Management Advisor information

See salary details

$36K

$102.1K

$144K

How much do treasury management advisor jobs pay per year?

As of Aug 31, 2026, the average yearly pay for treasury management advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Treasury Management Advisor?

To thrive as a Treasury Management Advisor, you need a solid background in finance, cash management, and banking, typically supported by a relevant degree and experience in financial services. Familiarity with treasury management systems, payment platforms, and certifications such as CTP (Certified Treasury Professional) are highly valuable. Strong interpersonal skills, problem-solving abilities, and consultative communication set top performers apart in this client-focused role. These skills and qualifications are essential for optimizing clients’ treasury operations, ensuring regulatory compliance, and building trusted relationships.

How does a Treasury Management Advisor typically collaborate with clients and internal teams to implement cash management solutions?

As a Treasury Management Advisor, you will work closely with both clients and internal partners such as relationship managers, operations, and IT specialists. Your primary responsibility is to assess clients’ financial processes, identify opportunities for improvement, and recommend suitable cash management products or services. This often involves regular meetings with clients to understand their unique needs, as well as coordinating with internal teams to ensure smooth implementation and ongoing support. Strong communication and project management skills are essential, as you’ll act as the bridge between the client’s goals and your organization’s capabilities.

What is the difference between Treasury Management Advisor vs Cash Management Specialist?

AspectTreasury Management AdvisorCash Management Specialist
CredentialsTypically requires certifications like CTP or CPAMay hold similar certifications but often less specialized
Work EnvironmentAdvises corporate clients on treasury strategiesFocuses on daily cash operations within organizations
Employer & IndustryBanking, financial services, corporate treasuryCorporations, banks, financial institutions
Search & Comparison IntentUnderstanding treasury advisory roles and responsibilitiesManaging cash flow and liquidity

The main difference is that a Treasury Management Advisor provides strategic advice on treasury functions, while a Cash Management Specialist handles daily cash operations. Both roles require financial expertise, but the Advisor focuses on planning and optimization, whereas the Specialist manages routine cash activities.

How much do treasury management advisors make in the US?

Treasury Management Advisors in the US typically earn between $70,000 and $120,000 annually, depending on experience, location, and the size of the organization. Senior or specialized advisors with certifications like Certified Treasury Professional (CTP) can earn higher salaries, often exceeding $130,000. Compensation may also include bonuses and benefits related to financial expertise and client management skills.

Is treasury management a good career?

Treasury management is a stable career that involves overseeing a company's liquidity, investments, and financial risk. It requires skills in financial analysis, cash management, and often certifications like the Certified Treasury Professional (CTP). The role offers opportunities for advancement in finance and corporate settings, with a typical work schedule and a focus on strategic financial decision-making.

What does a treasury management advisor do?

A treasury management advisor helps organizations optimize their cash flow, manage banking relationships, and implement financial strategies to improve liquidity and reduce risk. They analyze financial data, recommend banking products, and often use treasury management software to support decision-making. Strong analytical skills and knowledge of financial regulations are essential for this role.
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What states have the most Treasury Management Advisor jobs?

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What job categories do people searching Treasury Management Advisor jobs look for?

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Treasury Management Advisor jobs near you
Infographic showing various Treasury Management Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Treasury Management Advisor

Bank of Tampa

Tampa, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Position Overview

Our Treasury Management Advisors are a critical component of our success. The Treasury Management department provides non-credit sales and specialized operational support for large and/or complex commercial deposit relationships throughout the Bank. What sets us apart from others is the value we bring to our clients. Treasury Management Advisors bring a solutions-oriented perspective to client and prospect interactions, embrace accountability for their own goals, and create value for our internal and external clients during each interaction. The primary responsibilities of the Treasury Management Advisor are client-facing, driving revenue through expanding existing relationships and attracting new business alongside our Commercial Banking teams in the areas of Account Analysis, Commercial Online & Mobile Banking, Positive Pay, Remote Deposit Capture, Automated Clearing House (ACH), Wire Funds Transfer, Lockbox, Commercial Card, Merchant Services and/or related services as assigned by the department director. The Treasury Management Advisor is comfortable with the role and image of a professional and has an eagerness to develop and refine the subject matter expertise and sales support skills necessary to help their teams achieve successful results.

 

Primary Duties and Responsibilities

  • Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
  • Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
  • Independently prospects for, develops, and closes new commercial deposit and Treasury Management relationships by identifying target opportunities, cultivating centers of influence, maintaining a self-generated pipeline, and partnering with Commercial Banking teams on joint calling efforts.
  • Responsible for generating new revenue, deposit growth, and production results sufficient to meet Bank, Department, individual, and other assigned goals. Prospecting, outside calling, COI development, and new client acquisition activities comprise approximately 80% of this role; proposal preparation, research, analysis, reporting, and related follow-up comprise approximately 20%.
  • Maintains defined activity standards, including outside prospecting calls, joint banker calls, pipeline reviews, and new treasury relationship goals as established by the Treasury and Payments Director.
  • Uses market knowledge, prospect conversations, and field activity to identify client needs, competitive opportunities, and business trends that support effective product positioning and new relationship development.
  • Prepares customized Treasury Management proposals that address each prospect’s cash flow structure, risk exposure, operational needs, and long-term relationship opportunity.
  • Guides prospects and newly acquired clients through solution selection, enrolment requirements, documentation, implementation expectations, and onboarding activities to ensure a seamless transition to an active client relationship.
  • Applies subject matter expertise and consultative discovery skills to recommend appropriate Treasury Management solutions and position the Bank as a trusted advisor throughout the acquisition process.
  • Communicates clearly and professionally with prospects, clients, relationship managers, market directors, senior leadership, and referral sources to advance opportunities and reinforce the value of the Bank’s Treasury Management capabilities.
  • Anticipates obstacles, prepares thoughtful next steps, reviews relevant information before acting, and maintains consistent follow-up to support pipeline momentum, timely decisions, and successful conversion of new relationships.
  • Applies relevant legislation, policies, procedures, and standards throughout prospecting, proposal, onboarding, and new relationship development activities while building rapport with prospective clients through thoughtful discovery and shared business interests.


This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

 

 

Minimum Qualifications

  • 2 years of experience in Treasury Management, Cash Management, or Commercial Banking, with a demonstrated track record of meeting or exceeding individual production goals.
  • Documented success in independent business development, including prospecting, pipeline management, and closing new commercial relationships through proactive outreach and relationship-building.
  • Proficient in Microsoft Office suite, including Word, Excel, Outlook, and related business productivity tools.
  • Demonstrates professionalism in communication, attitude, and teamwork with clients, prospects, peers, and management.
  • Completes required training and adheres to all bank policies, procedures, safety regulations, and applicable local, state, and federal laws.
  • Must possess a valid driver’s license and be able to conduct regular outside calling throughout the Tampa Bay market.


Preferred Qualifications

  • 4-year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus or equivalent combination of education and experience.
  • Valid and current Accredited ACH Professional (AAP) designation
  • Valid and current Certified Treasury Professional (CTP) designation
  • Established COI network in the Tampa Bay commercial market: CPAs, attorneys, business advisors, and commercial real estate professionals.
  • Advanced skills with Microsoft Office suite, specifically Excel, Word, and Outlook; familiarity with CRM platforms and pipeline management tools.


Attributes for Success

  • Ownership mentality. Takes full accountability for individual results without deflecting to process, team, or market conditions.
  • Strong organization, time management, and attention to detail.
  • Analytical mindset with the ability to understand cash flow, account analysis, and client operating needs.
  • Ability to manage multiple priorities, including an active book of business and prospecting calendar.
  • Clear, concise verbal and written communication skills.
  • Self-motivated, proactive, and accountable for individual results.
  • Professional in work quality, attendance, appearance, and interactions.
  • Disciplined prospector who treats pipeline development as a daily priority.


Our Way

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators

 

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:

  • Eligibility for health, dental, vision, life and disability insurance coverages
  • Retirement Plan - 401k with matching
  • ESOP- Employee Stock Ownership Plan 
  • Time away from work – vacation time, sick time and holidays
  • Paid parental leave
  • Tuition Assistance
  • Professional development opportunities

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

A DRUG FREE WORKPLACE

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