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Treasury Management Sales Analyst Jobs (NOW HIRING)

Treasury Management Sales Analyst Platte Valley Bank JOB SUMMARY: Support the Treasury Management sales function by providing analytical, administrative, and relationship support to Treasury ...

Position Summary The Treasury Management Sales Analyst works with clients and Busey Associates as a vital member of the sales team to coordinate Treasury Management sales opportunities ...

Position Summary The Treasury Management Sales Analyst works with clients and Busey Associates as a vital member of the sales team to coordinate Treasury Management sales opportunities ...

Position Summary The Treasury Management Sales Analyst works with clients and Busey Associates as a vital member of the sales team to coordinate Treasury Management sales opportunities ...

... treasury management products - Well-developed sales and new business development skills - Effective analytical and project management skills - Strong customer service/relations skills - Effective ...

... treasury management products - Well-developed sales and new business development skills - Effective analytical and project management skills - Strong customer service/relations skills - Effective ...

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Treasury Management Sales Analyst information

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$34.5K

$78.8K

$130K

How much do treasury management sales analyst jobs pay per year?

As of Aug 31, 2026, the average yearly pay for treasury management sales analyst in the United States is $78,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,500.00 and $93,000.00 per year, depending on experience, location, and employer.

What is a treasury management sales analyst?

A Treasury Management Sales Analyst supports the sales and relationship management teams in providing cash management solutions to businesses. They analyze client needs, assist in preparing proposals, conduct market research, and help implement treasury products. Additionally, they collaborate with internal teams to ensure efficient onboarding and service delivery. This role requires strong analytical skills, attention to detail, and knowledge of financial products to help improve client cash flow and operational efficiency.

What are the key skills and qualifications needed to thrive as a treasury management sales analyst?

To thrive as a Treasury Management Sales Analyst, you need a solid background in finance, business analytics, and cash management, often supported by a bachelor’s degree in finance or a related field. Familiarity with treasury management systems, CRM software, and proficiency in Excel are essential, and some companies may value certifications like Certified Treasury Professional (CTP). Strong interpersonal communication, attention to detail, and analytical thinking are key soft skills for this role. These competencies are important for understanding clients’ needs, developing effective treasury solutions, and supporting the sales team’s objectives.

What are the typical career advancement opportunities for a treasury management sales analyst?

Treasury Management Sales Analysts often gain valuable experience in financial analysis, client relationship management, and sales support, which can lead to advancement opportunities within treasury management, corporate banking, or sales roles. Many professionals move on to become Treasury Management Sales Officers, Relationship Managers, or Product Specialists after demonstrating strong performance and developing a solid understanding of clients’ business needs. This role can also provide exposure to cross-functional teams and strategic projects, helping to build a broad foundation for further career growth in financial services. Ongoing professional development and networking within your organization can be key to unlocking these opportunities.

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Infographic showing various Treasury Management Sales Analyst 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 $78,779 per year, or $37.9 per hour.

Treasury Management Sales Analyst

Scottsbluff, NE • On-site

Full-time

Posted 7 days ago


Job description

Treasury Management Sales Analyst
Platte Valley Bank
JOB SUMMARY:
Support the Treasury Management sales function by providing analytical, administrative, and relationship support to Treasury Management Officers. Assist with preparation of treasury management analyses, annual customer reviews, sales presentations, and portfolio reporting. Work closely with Treasury Management Officers to improve efficiency, enhance customer experience, and create additional capacity for revenue-generating activities, including deposit growth and treasury management fee income.
RESPONSIBILITIES:
ESSENTIAL FUNCTIONS:
  1. Develop and deliver complex Treasury Management analyses and profitability assessments for prospective and existing commercial relationships, identifying opportunities for deposit growth, fee income expansion, and relationship optimization.
  1. Lead annual Treasury Management relationship reviews by analyzing utilization trends, pricing appropriateness, profitability metrics, risk exposure, and product penetration, providing actionable recommendations to management and Treasury Management Officers.
  1. Design and recommend Treasury Management solutions and pricing strategies for commercial customers, supporting business development efforts and improving client retention.
  1. Track and maintain annual review schedules and related documentation.
  1. Maintain customer and prospect information within applicable systems.
  1. Participate in internal training and education related to Treasury Management products, services, and industry trends.
  1. Assist with departmental reporting, goal tracking, and sales pipeline management.
  1. Other duties as assigned.

REQUIREMENTS:
Minimum Qualifications:
The successful candidate will be placed in the I, II, or III level that best aligns with their education, experience and qualifications.
To qualify for a Treasury Management Sales Analyst I:
  • High School Diploma or equivalent required.
  • One year of banking, treasury management, commercial banking, sales support, financial analysis, or related experience preferred.

To qualify for a Treasury Management Sales Analyst II:
  • Associates Degree preferred.
  • One to two years of banking, treasury management, commercial banking, sales support, financial analysis, or related experience preferred.

To qualify for a Treasury Management Sales Analyst III:
  • Bachelor's Degree with an emphasis in business, finance, or accounting preferred.
  • Three to four years of banking, treasury management, commercial banking, sales support, financial analysis, or related experience preferred.

A qualified Treasury Management Sales Analyst will posses the following skills and abilities:
  1. Strong analytical and problem-solving skills.
  2. Effective oral and written communication skills.
  3. Ability to organize, prioritize, and manage multiple projects and deadlines.
  4. Proficient in Microsoft Office applications, including Excel, Word, and PowerPoint.
  5. Ability to learn and understand Treasury Management products and services.
  6. General areas of competency: attention to detail, communication skills, dependability, interpersonal skills, organization, prioritization, problem solving, teamwork, time management, and customer service.
  7. Demonstrated ability to handle sensitive customer and operational information with discretion.
  8. Professional appearance and demeanor.
  9. Self-motivated and capable of working independently with limited supervision.
  10. Ability to maintain confidentiality of sensitive information.

Physical Requirements:
Light Work - exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Reaching, fingering, grasping, repetitive motions, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, thinking, concentrating, and interacting with others.
You should be capable of performing in a reasonable manner, with or without reasonable accommodation, the activities involved in this job. A description of the activities involved in this job is listed above.
Note: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
An Equal Opportunity Employer, Including Disability/Vets