ZipRecruiter

Log In

1

Treasury Management Advisor Jobs in California (NOW HIRING)

Sunwest Bank

Treasury Management Associate

Irvine, CA · On-site

$60K - $80K/yr

Treasury Advisor Manager Status: ☐ Non-Exempt ☒ Exempt About the Role The Treasury Management Associate plays a key role in supporting the Bank's Treasury Management team and delivering ...

Sunwest Bank

Treasury Management Associate

Irvine, CA · On-site

$70K - $80K/yr

Treasury Advisor Manager Status: ☐ Non-Exempt ☒ Exempt About the Role The Treasury Management Associate plays a key role in supporting the Bank's Treasury Management team and delivering ...

Plumas Bank

Treasury Management Sales Officer

Redding, CA · On-site

$72.07 - $180.82/hr

This position serves as a trusted advisor to business customers and partners closely with Commercial Relationship Managers, Business Bankers, and Treasury Operations personnel to drive deposit growth ...

next page

Showing results 1-20

All JobsTreasury Management Advisor JobsTreasury Management Advisor Jobs in California

Treasury Management Advisor information

See California salary details

$27.5K

$105.3K

$149.9K

How much do treasury management advisor jobs pay per year?

As of Aug 30, 2026, the average yearly pay for treasury management advisor in California is $105,299.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,300.00 and $138,000.00 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.

What are popular job titles related to Treasury Management Advisor jobs in California?

For Treasury Management Advisor jobs in California, the most frequently searched job titles are:

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

The top searched job categories for Treasury Management Advisor jobs in California are:

What cities in California are hiring for Treasury Management Advisor jobs?

Cities in California with the most Treasury Management Advisor job openings:

Treasury Management Advisor jobs near you
Infographic showing various Treasury Management Advisor job openings in California as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $105,299 per year, or $50.6 per hour.

Treasury Management Associate

Santa Cruz County Bank

San Jose, CA • On-site

$24 - $33/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

Job Type
Full-time
Description
West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area.
Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.
Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.
Position Overview:
The Treasury Management Associate is an integral Treasury Management team member who contributes to new sales targets and achieving portfolio growth objectives. In this position, you will be supporting the Treasury Management Advisor & Treasury Management Manager with pre-call research, developing proposals, and preparing post-sales client documentation and interim documentation updates. You will serve as a liaison between the client, the TM Advisor, TM Manager and the eBanking team to ensure a satisfactory implementation experience. You will be responsible for having a strong knowledge of business banking requirements, cash management products and services, and the client portfolio to successfully analyze decisions made for the client. You may conduct joint sales calls with the Treasury Management Advisor or Treasury Management Manager.
This position is on-site at our San Jose location.
Requirements
Essential Job Functions:
  • Provide Treasury Management Advisor & Treasury Management Manager with pre-call research and under supervision, develop proposals and pricing proposals and prepare post-sales client documentation
  • Occasionally conducts meetings with the assistance of Treasury Management Advisor or Treasury Management Manager including conducting relationship reviews, product demos, product training and analyze perspective client statements for proposals.
  • Serve as a liaison between the client, the TM team and the eBanking team to ensure a satisfactory implementation experience.
  • Understand client's Treasury management structure and objectives
  • May conduct joint calls with the Treasury Management Advisor or Treasury Management Manager
  • Responsible for tracking each implementation request to keep the progress on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately
  • Prepare product agreements, obtain legal documentation and proactively track and obtain outstanding agreements
  • Interview customers by phone to obtain information required to prepare product contracts and specification sheets
  • Create and manage implementation plans for large, complex clients.
  • Participate in maintaining procedures for forms and agreements.
  • Facilitate all product training with Client & eBanking Team for new customers and new users, either by phone or in person, as needed.
  • Identify cross-sell opportunities within portfolio.
  • Perform other tasks and duties as assigned.

Requirements:
Must be able to perform all the essential duties of the position satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Bachelor Degree preferred or equivalent work experience.
  • 2 + years' experience with treasury management products, bank products, client service or other directly related experience. A combination of education and experience may meet requirements.
  • 2 + years' Advanced knowledge of bank and treasury products and services including the ability to explain their benefits to clients and prospects
  • Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions
  • 2 + years' experience in demonstration and training clients on products
  • Solid sales, analytical and quantitative skills to determine the clients' needs.
  • Some new accounts knowledge preferred
  • Must have foundational computer skills including: Microsoft Office Suite (Outlook email and calendaring), Word, Excel and the Internet.
  • Excellent people skills, with an ability to partner multiple business units and partners.
  • Possess personal qualities of integrity, credibility, and commitment to corporate mission.
  • Reliable, dependable and punctual attendance.
  • Flexible and able to multitask; can work within an ambiguous, fast-moving environment, while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and systems.

Benefits:
  • Medical, dental, and vision plans
  • Vacation, sick leave, paid holidays
  • Paid volunteer time
  • Employer paid life insurance, long term and short term disability
  • 401(k) with employer matching
  • Ongoing training, professional development and career advancement opportunities

Physical Demands:
The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
  • Specific vision abilities required by this job include close vision requirements due to computer work.
  • Light to moderate lifting may be required.
  • Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
  • Travel between company locations as needed.

Work Environment
The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
  • Ability to work in a confined area.
  • Ability to sit or stand at a computer terminal for an extended period.

*To ensure a consistent hiring process, we do not accept unsolicited resumes from third-party recruiters or agencies. Submissions without prior approval will not be considered.
Salary Description
$24-$33/hr

Apply