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Treasury Management Sales Analyst Jobs (NOW HIRING)

IDBNY

Treasury Management Sales Officer

Manhattan, NY · On-site

$130K - $150K/yr

Treasury Management Sales Officer (New York Region) Job Overview The Treasury Management Officer is ... analysis, supporting all regions of the Bank, but primarily focusing on the New York region. Assist ...

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$34.5K

$78.8K

$130K

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

As of Aug 10, 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 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.

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.

More about Treasury Management Sales Analyst jobs
What cities are hiring for Treasury Management Sales Analyst jobs? Cities with the most Treasury Management Sales Analyst job openings:
What are the most commonly searched types of Treasury Management Sales Analyst jobs? The most popular types of Treasury Management Sales Analyst jobs are:
What states have the most Treasury Management Sales Analyst jobs? States with the most job openings for Treasury Management Sales Analyst jobs include:
What job categories do people searching Treasury Management Sales Analyst jobs look for? The top searched job categories for Treasury Management Sales Analyst jobs are:
Treasury Management Sales Analyst jobs near you
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, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $78,779 per year, or $37.9 per hour.

Treasury Management Sales Officer

City National Bank of Florida

Miami, FL • On-site

Full-time

Re-posted 22 days ago

Job description

Overview
The Treasury Management Sales Officer serves as a strategic partner to Relationship Officers, identifying and cultivating new Treasury Management revenue opportunities while ensuring the retention of existing clients. This role is responsible for achieving sales and retention objectives through consultative selling, client analysis, and tailored financial solutions. The officer provides expert guidance and technical support within the Treasury Management department and may contribute to the oversight and development of Treasury Management Coordinators.
Principal Duties & Responsibilities:
  • Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.
  • Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals.
  • Generates new Treasury Management revenue sources.
  • Resolves treasury management operational problems requiring identification of cause and implementation of corrective action with Treasury Management staff or other departments.
  • Conducts on-site sales and service meetings with complex Treasury Management clients for identification and integration of multiple services.
  • Acts as a consultant to prospects, clients, and officers to develop and implement Treasury Management systems.
  • Prepares and negotiates complex Treasury Management service proposals.
  • Independently completes agreements and correspondence with clients.
  • Organizes and conducts training sessions for calling clients.
  • Participates in the development of marketing and training materials.
  • Develops and maintains an in-depth understanding of the Treasury Management products offered by the Bank and the processes for delivering these services.

Qualifications
  • More than 10 years of experience in sales of treasury management products within financial services industry.
  • More than 10 years of product knowledge, sales processes, and vendor interaction.
  • 10 or more years of experience in sales of treasury management products within financial services industry.
  • 10 or more years of product knowledge, sales processes, and vendor interaction.
  • Influencing - Subject Matter Expertise - Technical knowledge of products and ability to effectively influence obtaining agreement with recommendations.
  • Conceptual Thinking - Identifies the critical and interdependencies among system elements that impact products and performance.
  • Must be an ambitious, highly motivated, self starter with the ability to meet or exceed established sales goals.
  • A strong understanding and experience with the corporate selling process are a must.
  • Proven track record of supporting the growth of client relationships.
  • Excellent organizational, analytical and interpersonal skills.
  • Strong problem-solving, negotiation and follow-up skills.
  • Strong verbal and written communication skills.
  • Working knowledge of Microsoft Excel, PowerPoint, and Word.

Education
  • Bachelor's Degree in Business, Finance, or Accounting or an equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.

Special Instructions to Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair interview process, the use of AI wearables, AT tools, AI applications, or other external assistance is strickly prohibited.
Accommodations
If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at talent.attraction@citynational.com

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