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Treasury Management Consultant Jobs (NOW HIRING)

Plumas Bank

Treasury Management Sales Officer

Reno, NV · On-site

$70.72 - $180.82/hr

Treasury Management Consulting * Analyze clients\' payment processes, cash flow needs, and risk management requirements. * Recommend customized treasury management solutions designed to improve ...

Bank of Utah

Treasury Management Associate

Orem, UT

$65K - $70K/yr

The Treasury Management Associate supports commercial clients with treasury management services ... The position is designed to develop treasury expertise and consultative sales skills while ...

BCForward

Treasury Management

Carlsbad, CA · On-site

$28/hr

Treasury Management Sales Associate I Worksite: 1000 Aviara Parkway Ste 104A, Carlsbad California 92011 Duration: 4 Months Contract Pay Rate: $28/Hr. On W2 JOB PROFILE SUMMARY Sales Associates are ...

GenoaBank

Treasury Management Officer

Genoa, OH · Remote

The Treasury Management Officer is responsible for growing and retaining Treasury Management relationships by sourcing and delivering consultative cash-management solutions to business clients. The ...

BCForward

Treasury Management Sales Consultant

Dallas, TX · On-site

$28/hr

Treasury Management Sales Associate I Worksite: 8850 Boedeker Street, Dallas, Texas 75225 Duration: 4-month contract Pay Rate: $28/Hr. On W2 JOB PROFILE SUMMARY Sales Associates are part of the Sales ...

BCForward

Treasury Management

Dallas, TX · On-site

$28/hr

Treasury Management Sales Associate I Worksite: 8850 Boedeker Street, Dallas, Texas 75225 Duration: 5-month contract Pay Rate: $28/Hr. On W2 JOB PROFILE SUMMARY Sales Associates are part of the Sales ...

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Treasury Management Consultant information

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How much do treasury management consultant jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for treasury management consultant in the United States is $65.76, according to ZipRecruiter salary data. Most workers in this role earn between $44.23 and $84.86 per hour, depending on experience, location, and employer.

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

To thrive as a Treasury Management Consultant, you need strong financial analysis, cash management expertise, and a solid understanding of banking products, often supported by a degree in finance or business. Familiarity with treasury management systems, payment platforms, and certifications like CTP (Certified Treasury Professional) are highly valued. Excellent client relationship management, problem-solving, and communication skills help consultants deliver tailored solutions and build trust with clients. These skills are crucial for optimizing clients' liquidity, minimizing financial risks, and driving business growth.

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

AspectTreasury Management ConsultantCash Management Specialist
CredentialsTypically requires certifications like CTP or CPAMay hold similar certifications but often focuses on operational skills
Work EnvironmentAdvisory roles, consulting firms, corporate treasury departmentsBanking institutions, corporate finance teams
Employer & Industry UsageUsed by financial consulting firms and large corporationsCommon in banks and corporate treasury units
Search & Comparison IntentUnderstanding advisory vs operational roles in treasuryFocusing on cash flow management and banking services

The main difference between a Treasury Management Consultant and a Cash Management Specialist lies in their roles. The consultant provides strategic advice and solutions to optimize treasury functions, while the specialist handles day-to-day cash operations and banking services. Both roles require financial certifications and are integral to corporate finance, but they differ in scope and focus.

How does a Treasury Management Consultant typically collaborate with clients and internal teams to develop effective cash management solutions?

A Treasury Management Consultant works closely with both clients and internal bank teams to assess client needs, identify inefficiencies in current cash management processes, and recommend tailored solutions. This often involves conducting onsite assessments, facilitating workshops, and coordinating with product, sales, and technology teams to implement solutions such as automated payments, fraud prevention tools, and liquidity management systems. Effective collaboration, communication, and project management skills are crucial, as consultants must bridge the gap between client requirements and technical capabilities to ensure successful outcomes.

What is a treasury management consultant?

A treasury management consultant advises organizations on managing their cash flow, liquidity, banking relationships, and financial risk. They analyze financial data, recommend strategies, and often use tools like treasury management systems to optimize financial operations. Strong analytical skills and knowledge of banking and finance are essential for this role.
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Treasury Management Consultant jobs near you
Infographic showing various Treasury Management Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $136,789 per year, or $65.8 per hour.

Treasury Management Sales Officer

Plumas Bank

Redding, CA • On-site

Full-time

Posted 18 days ago

Job description

The Treasury Sales Officer is responsible for developing new treasury management relationships and expanding existing commercial banking relationships by delivering treasury solutions that help business clients improve cash flow, enhance operational efficiency, and mitigate payment fraud risk. 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, treasury fee income, and overall client profitability.
The Treasury Sales Officer proactively identifies opportunities, conducts needs assessments, recommends treasury management solutions, and manages the implementation process to ensure an exceptional client experience. The position is expected to maintain strong market visibility throughout their region of oversight and contribute to the Bank's strategic growth objectives.
Salary range: $70,720.00 - $180,825.00 annually, DOE
ESSENTIAL DUTIES INCLUDE:
Business Development and Sales
  • Develop new treasury management relationships with commercial, agricultural, nonprofit, municipal, and professional service clients.
  • Generate treasury management revenue through business development and client referrals.
  • Conduct joint sales calls with Commercial Relationship Managers and Business Bankers.
  • Identify opportunities to increase deposits, fee income, and treasury product utilization.
  • Build and maintain a robust sales pipeline and prospect portfolio.
  • Represent the Bank at community, industry, and networking events.

Treasury Management Consulting
  • Analyze clients' payment processes, cash flow needs, and risk management requirements.
  • Recommend customized treasury management solutions designed to improve efficiency and security.
  • Deliver professional treasury management presentations and product demonstrations.
  • Prepare proposals, pricing analyses, profitability assessments, and service agreements.
  • Provide guidance regarding best practices in cash management and fraud prevention.

Product Expertise
  • Serve as a subject matter expert for:
    • ACH Origination
    • Wire Transfer Services
    • Positive Pay
    • ACH Positive Pay
    • Remote Deposit Capture
    • Commercial Online Banking
    • Account Analysis
    • Lockbox Services
    • Merchant Services
    • Commercial Debit and Card Solutions
    • Fraud Mitigation Services

Relationship Management
  • Maintain ongoing contact with existing treasury clients to identify expansion opportunities.
  • Conduct periodic client reviews and treasury health assessments.
  • Ensure successful onboarding and implementation of treasury services.
  • Resolve client issues through effective coordination with internal partners.
  • Foster strong relationships that promote client retention and satisfaction.

Risk Management and Compliance
  • Maintain knowledge of applicable regulations, industry standards, and Bank policies.
  • Ensure treasury solutions are delivered in accordance with Bank risk management practices.
  • Understand NACHA Rules, wire transfer requirements, BSA/AML expectations, fraud prevention protocols, and UCC Article 4A principles.
  • Properly document sales activities, client communications, and implementation requirements.
MINIMUM REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.  The requirements listed below are representative of the knowledge, skill and/or
ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines.
  • Bachelor’s degree and/or a combination of education and experience in business, accounting, finance or related field.
  • 5 or more years of experience in Treasury Management, Cash Management or Commercial Banking.
  • Certified Treasury Professional (CTP), Accredited ACH Professional (AAP), or other relevant certifications preferred.
  • Advanced proficiency in evaluating the financial needs of clients and skilled at developing a customized package of Bank products and services to meet those needs.
  • Solid knowledge of marketing strategies and techniques in relation to the banking industry.
About Plumas Bank
Our Mission
We make banking personal and powerful for the businesses, individuals and communities we serve.
Our Vision
To exceed every idea of what a bank can be.
Our Values
Bankers Who Believe
Committed to Community
Forging the Future
Real Relationships
HERE. For Good.
There are many reasons to work for Plumas Bank.  Working for a company that has seen significant growth in recent years while still maintaining a family environment are just a couple reasons.  Receiving the comprehensive benefits that Plumas Bank offers its' team members is another great reason!
Plumas Bank is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
 

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