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Treasury Management Sales Jobs (NOW HIRING)

Treasury Management Sales Officer (New York Region) Job Overview The Treasury Management Officer is the product subject matter expert driving Treasury Management sales and client acquisition ...

The Treasury Management Sales Officer provides professional, consultative sales of Treasury Management solutions through the acquisition of new customers and deepening existing customer relationships.

The Treasury Management Sales Manager is responsible for leading and developing a team of Treasury Management Sales Officers across Connecticut and Massachusetts, with specialized focus on commercial ...

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Treasury Management Sales information

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$39K

$86.9K

$120.5K

How much do treasury management sales jobs pay per year?

As of Jun 9, 2026, the average yearly pay for treasury management sales in the United States is $86,924.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $110,500.00 per year, depending on experience, location, and employer.

What does a treasury management sales consultant do?

A treasury management sales consultant promotes and sells treasury services such as cash management, fraud prevention, and payment solutions to business clients. They analyze clients' financial needs, develop tailored solutions, and build relationships to expand the company's treasury services portfolio. Strong communication skills and knowledge of banking technology are essential for success in this role.

What are the key skills and qualifications needed to thrive as a Treasury Management Sales professional, and why are they important?

To thrive in Treasury Management Sales, you need a strong understanding of financial products, cash management solutions, and a background in finance or business, often supported by a bachelor's degree. Familiarity with treasury management systems, CRM platforms, and certifications such as CTP (Certified Treasury Professional) is highly valuable. Exceptional communication, relationship-building, and consultative selling skills help professionals stand out in this client-focused role. These abilities are crucial for identifying client needs, delivering tailored financial solutions, and driving business growth in a competitive sector.

What is Treasury Management Sales?

Treasury Management Sales involves working with businesses to provide financial products and services that help them manage their cash flow, payments, and liquidity. Professionals in this role identify client needs, recommend tailored solutions such as payment processing, fraud prevention, and cash management tools, and build lasting relationships with corporate clients. The goal is to help organizations optimize their financial operations, reduce risk, and improve efficiency.

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

AspectTreasury Management SalesCash Management Specialist
CredentialsTypically requires banking or finance certifications, such as Certified Treasury Professional (CTP)Often holds similar certifications, with a focus on cash management tools and banking products
Work EnvironmentSales-focused, client-facing roles within banks or financial institutionsOperational, support, or client service roles within banking teams
Employer & IndustryBanking, financial services, corporate financeBanking, corporate treasury departments, financial institutions
Search & Comparison IntentUnderstanding sales roles in treasury servicesLearning about operational cash management functions

While both roles involve cash and treasury functions, Treasury Management Sales focuses on selling treasury solutions to clients, whereas Cash Management Specialists handle the operational aspects of cash management services within the bank or corporation.

What are the typical challenges faced by professionals in Treasury Management Sales, and how can they be addressed?

Professionals in Treasury Management Sales often encounter challenges such as educating clients on complex cash management solutions, staying updated with evolving financial technologies, and managing a diverse portfolio of client needs. To address these, it's important to maintain strong communication skills, invest in ongoing training, and collaborate closely with product specialists and relationship managers. Building trust with clients and proactively identifying their pain points can also help in offering tailored solutions and strengthening long-term partnerships.
More about Treasury Management Sales jobs
What cities are hiring for Treasury Management Sales jobs? Cities with the most Treasury Management Sales job openings:
What are the most commonly searched types of Treasury Management Sales jobs? The most popular types of Treasury Management Sales jobs are:
What states have the most Treasury Management Sales jobs? States with the most job openings for Treasury Management Sales jobs include:
What job categories do people searching Treasury Management Sales jobs look for? The top searched job categories for Treasury Management Sales jobs are:
Infographic showing various Treasury Management Sales job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $86,924 per year, or $41.8 per hour.
Treasury Management Sales Officer

Treasury Management Sales Officer

Sauk Valley Bank

Dixon, IL

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago


Job description

Title: Treasury Management Sales Officer

FLSA: Exempt

Hours: Monday – Friday 8:00 – 5:00

Category: Full Time

Reports To: VP Community Engagement

SUMMARY

The position of Treasury Management Sales Officer is responsible for driving deposit growth and fee income by delivering customized treasury solutions to business customers. As a Treasury Management Sales Officer, you will generate new treasury management business and maintain relationships with existing customers. This role focuses on identifying customer needs, developing strategic relationships, and promoting the bank’s suite of cash management products and services. The ideal candidate will be proactive business developer with strong consultative sales skills and a deep understanding of treasury operations in a community banking environment.

In addition the Treasury Management Sales Officer assures compliance with all SVB policies and procedures, as well as, all applicable state and federal banking regulations.

ESSENTIAL DUTIES

Develop and execute strategic sales plan to engage and close business with C-level executives (CFO, CEO, CIO, etc.)

Identify and qualify high-value business opportunities through research, networking, and outbound prospecting.

Build trusted advisor relationships with senior decision-makers to understand their business challenges and align solutions.

Drive revenue growth by prospecting new treasury management business, retaining and expanding existing customer relationships, and collaborating with other business units to achieve departmental and company goals.

Proactively identify treasury management sales opportunities, leads and/or product upgrades within an existing portfolio.

Promote treasury services internally to enhance cross-organizational collaboration and drive quality referrals and new customer acquisitions.

Participate and provide input on treasury management product development and pricing by providing client feedback, competitive market/industry information and business requirements.

Drive business development efforts in collaboration with various stakeholders to achieve financial targets and enhance customer experience.

Actively engage in community networking to expand brand awareness and foster new relationships.

Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.

SECONDARY DUTIES

The position of Treasury Management Sales Officer performs duties specific to the position and other functions as assigned.

SUPERVISORY RESPONSIBILITY

The position of Treasury Management Sales Officer is not responsible for the supervision of any employee(s).

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 in Business, Finance, or related field (or equivalent experience).
  • 3+ years of treasury management or commercial banking experience
  • Proved track record of consultative sales and relationship management.
  • Strong knowledge of cash management products (ACH, wires, remote deposit, fraud tools, etc.).
  • Excellent communication, presentation, and negotiation skills.
  • Ability to work independently and collaboratively across departments.
  • Proficiency in CRM systems and Microsoft Office Suite.
  • CTP (Certified Treasury Processional) designation preferred.
  • Experience in a community bank or regional financial institution preferred.
  • Familiarity with small business and middle-market client segments preferred.
  • Effective organizational and time management skills.
  • Ability to work with general supervision while performing duties.
  • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

The incumbent must be able to perform this position safely, without endangering the health or safety to him/herself or others.

Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.

Sauk Valley Bank offers medical, short term disability, long term disability, life, vision, dental, and 401K benefits to all full-time positions. PTO will vary depending on the level of the position. This position is eligible for incentive.

Management reserves the right to change this position description at any time according to business needs.

Salary Range: $60,000.00 to $80,000.00 annually depending on experience

March 4, 2026